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 |
| Intelligence Driven Advisers, LLC | 0.19% | New | 17,346 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -85.0% | 15,551 | $900K |
| NewEdge Advisors, LLC | 0.01% | Reduce -28.3% | 15,352 | $889K |
| Quadrant Private Wealth Management, LLC | 0.21% | Add +8.3% | 14,554 | $842K |
| Kaydan Wealth Management, Inc. | 0.26% | Reduce -5.8% | 13,940 | $807K |
| Merit Financial Group, LLC | 0.01% | Add +140.0% | 13,897 | $804K |
| Versant Capital Management, Inc | 0.13% | No change | 12,962 | $750K |
| Tranquility Partners, LLC | 0.28% | No change | 12,615 | $730K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 12,579 | $728K |
| Susquehanna International Group, LLP | 0.00% | New | 11,191 | $648K |
| Atlas Legacy Advisors, LLC | 0.16% | No change | 10,503 | $626K |
| FMR LLC | 0.00% | Add +36.1% | 10,672 | $618K |
| Twelve Points Wealth Management LLC | 0.17% | Add +1.6% | 10,632 | $615K |
| Bellwether Advisors, LLC | 0.12% | Add +3.2% | 10,222 | $588K |
| Atria Investments, Inc | 0.01% | Reduce -18.6% | 10,134 | $587K |
| Retirement Planning Group, LLC | 0.03% | Reduce -21.2% | 9,932 | $575K |
| Snowden Capital Advisors LLC | 0.02% | Add +14.3% | 9,399 | $544K |
| Sowell Financial Services LLC | 0.02% | New | 8,976 | $520K |
| TAGStone Capital, Inc. | 0.25% | Add +0.3% | 8,825 | $511K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -16.4% | 8,584 | $497K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 8,179 | $473K |
| Cary Street Partners Financial LLC | 0.01% | No change | 8,118 | $470K |
| &partners | 0.00% | Add +9.5% | 7,845 | $451K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -14.8% | 7,721 | $447K |
| Sterling Investment Counsel, LLC | 0.15% | New | 7,631 | $442K |
| Townsquare Capital LLC | 0.00% | No change | 7,090 | $410K |
| Ergawealth Advisors, Inc. | 0.19% | Reduce -1.4% | 6,575 | $381K |
| Callan Capital, LLC | 0.03% | Add +0.0% | 6,480 | $375K |
| Marino, Stram & Associates LLC | 0.08% | Add +5.0% | 6,474 | $375K |
| Equitable Holdings, Inc. | 0.00% | Add +1.1% | 6,362 | $368K |
| Bartlett & Co. Wealth Management LLC | 0.01% | New | 6,347 | $367K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 6,192 | $358K |
| Ledyard National Bank | 0.03% | Add +7.9% | 6,094 | $353K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.4% | 6,024 | $349K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1069.2% | 5,846 | $338K |
| SFE Investment Counsel | 0.07% | New | 5,761 | $333K |
| Parsons Capital Management Inc. | 0.02% | Reduce -15.3% | 5,662 | $328K |
| NorthRock Partners, LLC | 0.01% | No change | 5,618 | $325K |
| Capital Analysts, LLC | 0.01% | No change | 5,576 | $323K |
| Savvy Advisors, Inc. | 0.03% | No change | 5,447 | $315K |
| JGP Wealth Management, LLC | 0.04% | Add +15.7% | 5,435 | $315K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 5,328 | $308K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.9% | 5,315 | $308K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -19.4% | 5,104 | $295K |
| Boston Trust Walden Corp | 0.00% | Reduce -1.5% | 5,045 | $292K |
| L.K. Benson & Company, P.C. | 0.20% | Add +0.1% | 4,951 | $287K |
| Baird Financial Group, Inc. | 0.00% | Reduce -53.4% | 4,948 | $286K |
| Assetmark, Inc. | 0.00% | Add +223.1% | 4,807 | $278K |
| Signature Resources Capital Management, LLC | 0.23% | No change | 4,682 | $271K |
| MAI Capital Management | 0.00% | Reduce -1.5% | 4,568 | $264K |
| Flagship Private Wealth, LLC | 0.12% | Add +4.6% | 4,525 | $262K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,522 | $262K |
| Money Concepts Capital Corp. | 0.02% | Reduce -16.0% | 4,430 | $256K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,257 | $246K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 4,246 | $246K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,151 | $240K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.0% | 4,140 | $240K |
| Commons Capital, LLC | 0.22% | Reduce -77.1% | 4,061 | $235K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,995 | $231K |
| Colonial Trust Advisors | 0.02% | Reduce -0.0% | 3,878 | $224K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,745 | $217K |
| Anderson Hoagland & Co. | 0.03% | No change | 4,197 | $216K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.6% | 3,534 | $205K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.2% | 2,827 | $164K |
| Clear Investment Research, LLC | 0.20% | No change | 2,571 | $149K |
| Morse Asset Management, Inc | 0.04% | Reduce -6.2% | 2,500 | $145K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,352 | $136K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 2,296 | $133K |
| Hemington Wealth Management | 0.02% | No change | 2,117 | $122K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,677 | $97K |
| Principal Securities, Inc. | 0.00% | No change | 1,561 | $94K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,527 | $88K |
| Barrett & Company, Inc. | 0.04% | No change | 1,496 | $87K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.3% | 1,137 | $66K |
| Spire Wealth Management | 0.00% | New | 1,109 | $64K |
| Blair William & Co. | 0.00% | Reduce -24.8% | 891 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Add +3714.3% | 801 | $46K |
| Mather Group, Llc. | 0.00% | No change | 765 | $44K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.1% | 647 | $37K |
| Integrity Financial Corp | 0.02% | No change | 591 | $34K |
| Avalon Trust Co | 0.00% | No change | 580 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 477 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 452 | $26K |
| Wolff Wiese Magana LLC | 0.02% | No change | 420 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 362 | $21K |
| Rialto Wealth Management, LLC | 0.01% | No change | 359 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 342 | $20K |
| Caldwell Trust Co | 0.00% | No change | 335 | $19K |
| AE Wealth Management LLC | 0.00% | Reduce -1.2% | 325 | $19K |
| ORG Partners LLC | 0.00% | Reduce -58.8% | 316 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -3.5% | 308 | $18K |
| Comerica Bank | 0.00% | No change | 264 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 210 | $12K |
| US Bancorp \de | 0.00% | Add +15.6% | 193 | $11K |
| 2UniFi Bank | 0.01% | No change | 163 | $10K |
| Realta Investment Advisors | 0.00% | Add +57.1% | 143 | $8K |
| IFP Advisors, Inc | 0.00% | Add +129.0% | 142 | $8K |
| Nova Wealth Management, Inc. | 0.01% | New | 135 | $8K |
| Bank of Montreal | 0.00% | No change | 95 | $5K |
| Investors Research Corp | 0.00% | No change | 86 | $5K |
| Cheviot Value Management, LLC | 0.00% | New | 40 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 24 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 15 | $897 |
| West Paces Advisors Inc. | 0.00% | No change | 11 | $637 |
| Larson Financial Group LLC | 0.00% | New | 10 | $579 |
| Park Square Financial Group, LLC | 0.00% | No change | 7 | $405 |
"% 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.