iShares US Equity Factor ETFLRGFETF
13F holders, Q1 2025 (March 31)206holders +2
17new positions
12sold out
2famous investors
$57.86avg. 13F price*
At the end of Q1 2025, 206 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 2 from Q4 2024. 17 opened new positions and 12 sold out. The largest holders were Strategic Financial Services, Inc. ($215.7M), Halbert Hargrove Global Advisors, LLC ($196.3M) and SigFig Wealth Management, LLC ($113.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Equity Factor ETF
- CUSIP
- 46434V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $27.8M |
| Exits | 12 | $10.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,857,845 shares bought and 1,504,111 shares sold, net +1,353,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| Strategic Financial Services, Inc. | 12.63% | Add +1.2% | 3,726,234 | $215.7M |
| Halbert Hargrove Global Advisors, LLC | 11.18% | Add +1.2% | 3,390,727 | $196.3M |
| SigFig Wealth Management, LLC | 4.11% | Add +0.2% | 1,976,940 | $113.7M |
| Tolleson Wealth Management, Inc. | 21.03% | Add +2.5% | 1,884,073 | $109.1M |
| Wells Fargo & Company | 0.03% | Add +1.6% | 1,879,421 | $108.8M |
| Plancorp, LLC | 3.66% | Add +5.2% | 1,593,834 | $92.3M |
| Ullmann Wealth Partners Group, LLC | 11.70% | Reduce -1.2% | 1,521,408 | $88.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.0% | 1,241,063 | $71.8M |
| Integrated Wealth Concepts LLC | 0.75% | Add +0.5% | 1,112,960 | $64.4M |
| Clearwater Capital Advisors, LLC | 5.93% | Add +2.5% | 1,060,880 | $61.4M |
| Kestra Investment Management, LLC | 0.97% | Add +115.5% | 873,348 | $50.5M |
| Ameriprise Financial Inc. | 0.01% | Add +930.7% | 753,740 | $43.6M |
| Compound Planning, Inc. | 1.84% | Add +12.4% | 697,338 | $40.4M |
| Morgan Stanley | 0.00% | Add +2.6% | 686,577 | $39.7M |
| Cardinal Point Capital Management ULC | 3.62% | Add +0.9% | 681,016 | $39.4M |
| Affinity Wealth Management LLC | 7.02% | Add +26.5% | 653,675 | $37.8M |
| Focus Partners Wealth | 0.08% | Add +1.1% | 519,509 | $30.1M |
| Ewa, LLC | 10.53% | Add +24.6% | 489,646 | $28.3M |
| Cora Capital Advisors LLC | 13.40% | Add +4.2% | 482,805 | $27.9M |
| Pettinga Financial Advisors LLC | 6.19% | Add +1.0% | 454,532 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.4% | 451,364 | $26.1M |
| Conrad Siegel Investment Advisors, Inc. | 6.11% | Add +2.1% | 411,094 | $23.8M |
| Phillips Financial Management, LLC | 1.74% | Reduce -7.0% | 389,048 | $22.5M |
| Beirne Wealth Consulting Services, LLC | 6.94% | Reduce -0.3% | 336,500 | $19.5M |
| Bank of America Corp. | 0.00% | Reduce -17.1% | 312,086 | $18.1M |
| Stokes Family Office, LLC | 1.87% | Reduce -18.4% | 287,295 | $16.6M |
| Wade Financial Advisory, Inc | 5.10% | Add +7.6% | 257,225 | $14.9M |
| Modern Wealth Management, LLC | 0.45% | New | 241,441 | $14.0M |
| LPL Financial LLC | 0.00% | Add +26.9% | 218,801 | $12.7M |
| Stonebridge Financial Group, LLC | 1.34% | Add +45.7% | 218,026 | $12.6M |
| DDFG, Inc | 3.43% | Add +39.1% | 214,030 | $12.4M |
| Foster & Motley Inc. | 0.76% | Reduce -1.5% | 209,594 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -35.0% | 208,283 | $12.1M |
| Acropolis Investment Management, LLC | 0.71% | Reduce -2.3% | 207,869 | $12.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -41.1% | 175,963 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.6% | 169,144 | $9.8M |
| Osaic Holdings, Inc. | 0.02% | Add +112.2% | 162,618 | $9.4M |
| Family Capital Trust Co | 3.36% | Reduce -4.5% | 161,844 | $9.4M |
| World Investment Advisors | 0.24% | Add +0.4% | 161,673 | $9.4M |
| HB Wealth Management, LLC | 0.07% | Reduce -2.6% | 148,018 | $8.6M |
| AlTi Global, Inc. | 0.22% | Reduce -8.5% | 144,893 | $8.4M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 141,095 | $8.2M |
| Citigroup Inc. | 0.01% | Reduce -0.7% | 137,500 | $8.0M |
| Obsido Oy | 6.66% | Add +3.6% | 134,319 | $7.8M |
| Corient Private Wealth LP | 0.01% | Reduce -8.5% | 131,563 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +42.3% | 129,873 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.2% | 117,259 | $6.8M |
| LifeGoal Investments, LLC | 7.24% | Add +92.7% | 115,814 | $6.7M |
| Signature Estate & Investment Advisors LLC | 0.17% | Reduce -2.8% | 112,160 | $6.5M |
| Forte Asset Management LLC | 3.18% | Add +9.0% | 109,217 | $6.3M |
| Jones Financial Companies LLLP | 0.01% | Add +9.4% | 106,108 | $6.1M |
| Nova R Wealth, Inc. | 2.88% | Add +0.2% | 100,379 | $5.8M |
| Parallel Advisors, LLC | 0.13% | Add +3.4% | 99,754 | $5.8M |
| Sterneck Capital Management, LLC | 2.94% | Reduce -0.4% | 93,814 | $5.4M |
| Cwm, LLC | 0.02% | Add +11.5% | 93,284 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 89,500 | $5.2M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -11.9% | 85,041 | $4.9M |
| Wescott Financial Advisory Group, LLC | 0.50% | Reduce -2.1% | 83,789 | $4.8M |
| Quantinno Capital Management LP | 0.03% | Add +11.5% | 82,774 | $4.8M |
| ShoreHaven Wealth Partners, LLC | 2.24% | Reduce -79.9% | 80,960 | $4.7M |
| Addison Advisors LLC | 1.09% | Reduce -3.5% | 69,296 | $4.0M |
| AQR Capital Management | 0.00% | Add +48.0% | 68,668 | $4.0M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -1.6% | 67,972 | $3.9M |
| StoneX Group Inc. | 0.22% | Add +0.5% | 67,757 | $3.9M |
| KM Capital Management Ltd. | 1.64% | Add +4.7% | 52,627 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -8.5% | 52,270 | $3.0M |
| RHS Financial, LLC | 1.68% | Add +69.8% | 51,824 | $3.0M |
| Cerity Partners LLC | 0.01% | Add +0.2% | 50,867 | $2.9M |
| Diversify Advisory Services, LLC | 0.18% | Reduce -3.7% | 50,504 | $2.9M |
| Allworth Financial LP | 0.02% | Reduce -7.7% | 47,139 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2876.9% | 45,517 | $2.6M |
| RVW Wealth, LLC | 0.25% | Reduce -4.8% | 45,380 | $2.6M |
| Flow Traders U.S. LLC | 0.11% | New | 44,378 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 44,362 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -1.1% | 43,421 | $2.5M |
| Market Street Wealth Management Advisors LLC | 0.38% | Reduce -6.5% | 38,893 | $2.3M |
| Physician Wealth Advisors, Inc. | 0.38% | Reduce -4.6% | 38,324 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +10.7% | 37,763 | $2.2M |
| UBS Group AG | 0.00% | Reduce -3.3% | 36,827 | $2.1M |
| Hobbs Group Advisors, LLC | 0.80% | Reduce -4.1% | 36,563 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 35,266 | $2.0M |
| Win Advisors, Inc. | 0.95% | New | 31,864 | $1.8M |
| GSG Advisors LLC | 0.54% | Add +0.1% | 29,463 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -55.5% | 28,588 | $1.7M |
| Moneco Advisors, LLC | 0.16% | Add +0.3% | 27,416 | $1.6M |
| Betterment LLC | 0.00% | Add +6.9% | 24,778 | $1.4M |
| GTS Securities LLC | 0.06% | New | 24,741 | $1.4M |
| Smith Salley Wealth Management | 0.09% | Reduce -4.9% | 24,552 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Reduce -61.6% | 23,881 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 22,862 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 22,340 | $1.3M |
| Creative Planning | 0.00% | Add +1.6% | 21,437 | $1.2M |
| Magnolia Capital Advisors LLC | 0.34% | Add +15.6% | 21,341 | $1.2M |
| Goodman Advisory Group, LLC | 0.36% | Reduce -2.9% | 20,335 | $1.2M |
| Partners in Financial Planning | 0.23% | Reduce -2.3% | 20,014 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +14.0% | 19,141 | $1.1M |
| Planned Solutions, Inc. | 0.45% | Add +9.2% | 18,952 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -25.7% | 17,900 | $1.0M |
| First Foundation Advisors | 0.04% | Reduce -25.7% | 17,632 | $1.0M |
| Weil Company, Inc. | 0.30% | Reduce -6.9% | 17,421 | $1.0M |
"% of holder's portfolio" is LRGF's weight in each manager's 13F, not the share of iShares US Equity Factor ETF the manager owns.