iShares US Equity Factor ETFLRGFETF
13F holders, Q2 2025 (June 30)212holders +6
22new positions
16sold out
1famous investor
$64.11avg. 13F price*
At the end of Q2 2025, 212 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 6 from Q1 2025. 22 opened new positions and 16 sold out. The largest holders were Strategic Financial Services, Inc. ($245.1M), Halbert Hargrove Global Advisors, LLC ($218.1M) and Tolleson Wealth Management, Inc. ($134.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares US Equity Factor ETF
- CUSIP
- 46434V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $21.4M |
| Exits | 16 | $7.5M |
All 13F filers, Q1 2025 → Q2 2025: 2,547,742 shares bought and 1,439,730 shares sold, net +1,108,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Strategic Financial Services, Inc. | 13.18% | Add +2.5% | 3,821,219 | $245.1M |
| Halbert Hargrove Global Advisors, LLC | 11.46% | Add +0.3% | 3,401,663 | $218.1M |
| Tolleson Wealth Management, Inc. | 23.01% | Add +11.4% | 2,099,726 | $134.7M |
| Wells Fargo & Company | 0.03% | Add +5.9% | 1,990,663 | $127.7M |
| SigFig Wealth Management, LLC | 4.17% | Add +0.1% | 1,978,894 | $126.0M |
| Plancorp, LLC | 3.87% | Add +9.3% | 1,742,913 | $111.8M |
| Ullmann Wealth Partners Group, LLC | 11.09% | Reduce -3.8% | 1,463,380 | $93.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.8% | 1,131,417 | $72.6M |
| Integrated Wealth Concepts LLC | 0.72% | Reduce -0.0% | 1,112,784 | $71.4M |
| Clearwater Capital Advisors, LLC | 6.25% | Add +0.6% | 1,067,110 | $68.4M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 776,204 | $49.8M |
| Bank of America Corp. | 0.00% | Add +146.8% | 770,165 | $49.4M |
| Compound Planning, Inc. | 1.77% | Add +5.0% | 731,834 | $46.9M |
| Cardinal Point Capital Management ULC | 3.54% | Add +2.4% | 697,614 | $44.7M |
| Affinity Wealth Management LLC | 6.66% | Reduce -0.5% | 650,407 | $41.7M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 622,359 | $39.9M |
| Osaic Holdings, Inc. | 0.07% | Add +258.5% | 582,939 | $37.4M |
| Focus Partners Wealth | 0.08% | Add +4.2% | 541,548 | $34.7M |
| Ewa, LLC | 10.26% | Add +3.8% | 508,281 | $32.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.9% | 496,049 | $31.8M |
| Cora Capital Advisors LLC | 13.85% | Add +0.5% | 485,100 | $31.1M |
| Kestra Investment Management, LLC | 0.93% | Reduce -45.3% | 478,100 | $30.7M |
| Pettinga Financial Advisors LLC | 6.22% | Reduce -2.6% | 442,817 | $28.4M |
| Phillips Financial Management, LLC | 1.76% | Reduce -2.6% | 378,734 | $24.3M |
| Conrad Siegel Investment Advisors, Inc. | 5.31% | Reduce -10.2% | 369,031 | $23.7M |
| Modern Wealth Management, LLC | 0.48% | Add +27.2% | 307,221 | $19.7M |
| Beirne Wealth Consulting Services, LLC | 6.35% | Reduce -9.2% | 305,510 | $19.6M |
| LPL Financial LLC | 0.01% | Add +35.3% | 296,021 | $19.0M |
| Acropolis Investment Management, LLC | 0.81% | Add +10.6% | 229,860 | $14.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +68.7% | 219,049 | $14.0M |
| DDFG, Inc | 3.53% | Add +2.3% | 218,849 | $14.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.2% | 212,946 | $13.8M |
| Foster & Motley Inc. | 0.76% | Reduce -1.7% | 206,060 | $13.2M |
| Stonebridge Financial Group, LLC | 1.18% | Reduce -13.2% | 189,150 | $12.1M |
| World Investment Advisors | 0.27% | Add +14.2% | 184,701 | $11.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.8% | 166,162 | $10.7M |
| Family Capital Trust Co | 3.58% | Reduce -0.4% | 161,174 | $10.3M |
| LifeGoal Investments, LLC | 9.47% | Add +34.1% | 155,356 | $10.0M |
| Two Sigma Investments, LP | 0.02% | New | 151,700 | $9.7M |
| Citigroup Inc. | 0.01% | Add +7.4% | 147,701 | $9.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 141,058 | $9.0M |
| Obsido Oy | 6.84% | Add +4.6% | 140,452 | $9.0M |
| Corient Private Wealth LP | 0.01% | Add +1.3% | 133,227 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -26.6% | 129,193 | $8.3M |
| HB Wealth Management, LLC | 0.06% | Reduce -17.1% | 122,769 | $7.9M |
| Parallel Advisors, LLC | 0.16% | Add +21.8% | 121,446 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.2% | 119,819 | $7.7M |
| Captrust Financial Advisors | 0.02% | Add +205.8% | 115,469 | $7.4M |
| Forte Asset Management LLC | 3.70% | Add +3.8% | 113,322 | $7.3M |
| Jones Financial Companies LLLP | 0.01% | Add +3.6% | 109,882 | $7.0M |
| Signature Estate & Investment Advisors LLC | 0.16% | Reduce -3.7% | 107,992 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +14.7% | 102,633 | $6.6M |
| Nova R Wealth, Inc. | 3.00% | Add +0.3% | 100,637 | $6.5M |
| Sterneck Capital Management, LLC | 3.05% | Reduce -0.2% | 93,636 | $6.0M |
| Cwm, LLC | 0.02% | Add +0.3% | 93,533 | $6.0M |
| AlTi Global, Inc. | 0.15% | Reduce -35.9% | 92,851 | $6.0M |
| KM Capital Management Ltd. | 2.91% | Add +74.8% | 91,986 | $5.9M |
| Quantinno Capital Management LP | 0.02% | Add +4.2% | 86,236 | $5.5M |
| Farther Finance Advisors, LLC | 0.11% | Add +1.0% | 85,928 | $5.5M |
| Gilbert Capital Group, Inc. | 4.49% | — | 84,437 | $5.4M |
| Wescott Financial Advisory Group, LLC | 0.49% | Reduce -5.4% | 79,263 | $5.1M |
| Heck Capital Advisors, LLC | 0.44% | New | 79,122 | $5.1M |
| ShoreHaven Wealth Partners, LLC | 2.06% | Reduce -3.0% | 78,573 | $5.0M |
| Addison Advisors LLC | 1.09% | Reduce -1.3% | 68,370 | $4.4M |
| StoneX Group Inc. | 0.21% | Add +0.2% | 67,877 | $4.4M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -1.1% | 67,197 | $4.3M |
| RHS Financial, LLC | 2.37% | Add +25.3% | 64,957 | $4.2M |
| Win Advisors, Inc. | 1.96% | Add +99.0% | 63,421 | $4.1M |
| AQR Capital Management | 0.00% | Reduce -12.0% | 60,423 | $3.9M |
| Vise Technologies, Inc. | 0.15% | — | 56,094 | $3.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.3% | 52,092 | $3.3M |
| Cerity Partners LLC | 0.01% | Add +0.3% | 51,042 | $3.3M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -3.0% | 49,016 | $3.3M |
| RVW Wealth, LLC | 0.25% | Reduce -0.8% | 45,015 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -5.4% | 44,580 | $2.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -1.9% | 42,585 | $2.7M |
| Stokes Family Office, LLC | 0.28% | Reduce -85.5% | 41,682 | $2.7M |
| Physician Wealth Advisors, Inc. | 0.40% | Add +2.4% | 39,249 | $2.5M |
| Hobbs Group Advisors, LLC | 0.80% | No change | 36,563 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.36% | Reduce -11.8% | 34,301 | $2.2M |
| UBS Group AG | 0.00% | Reduce -7.8% | 33,970 | $2.2M |
| Summit Wealth Group LLC / Co. | 0.53% | — | 32,885 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.4% | 32,633 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 28,335 | $1.8M |
| Magnolia Capital Advisors LLC | 0.45% | Add +30.5% | 27,856 | $1.8M |
| Moneco Advisors, LLC | 0.16% | Reduce -1.9% | 26,909 | $1.7M |
| GSG Advisors LLC | 0.48% | Reduce -11.8% | 25,992 | $1.7M |
| Hershey Financial Advisers, LLC | 1.44% | — | 25,141 | $1.6M |
| Betterment LLC | 0.00% | Reduce -0.8% | 24,567 | $1.6M |
| Smith Salley Wealth Management | 0.09% | No change | 24,552 | $1.6M |
| Edge Financial Advisors LLC | 0.82% | New | 24,380 | $1.6M |
| Intelligence Driven Advisers, LLC | 0.23% | Add +34.8% | 23,381 | $1.5M |
| JFS Wealth Advisors, LLC | 0.09% | Reduce -7.5% | 22,084 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 21,382 | $1.4M |
| Creative Planning | 0.00% | Reduce -1.6% | 21,104 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 20,866 | $1.3M |
| Partners in Financial Planning | 0.23% | Reduce -2.8% | 19,449 | $1.2M |
| Planned Solutions, Inc. | 0.47% | Add +1.2% | 19,185 | $1.2M |
| First Foundation Advisors | 0.04% | No change | 17,632 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -12.2% | 16,798 | $1.1M |
"% 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.