iShares US Equity Factor ETFLRGFETF
13F holders, Q3 2025 (September 30)218holders +6
22new positions
17sold out
2famous investors
$68.99avg. 13F price*
At the end of Q3 2025, 218 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 6 from Q2 2025. 22 opened new positions and 17 sold out. The largest holders were Strategic Financial Services, Inc. ($263.1M), Halbert Hargrove Global Advisors, LLC ($240.6M) and SigFig Wealth Management, LLC ($171.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $14.6M |
| Exits | 17 | $19.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,714,056 shares bought and 806,644 shares sold, net +1,907,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| Strategic Financial Services, Inc. | 13.20% | Reduce -0.3% | 3,808,047 | $263.1M |
| Halbert Hargrove Global Advisors, LLC | 11.77% | Add +2.4% | 3,482,847 | $240.6M |
| SigFig Wealth Management, LLC | 5.30% | Add +25.8% | 2,488,623 | $171.5M |
| Wells Fargo & Company | 0.03% | Add +21.6% | 2,420,564 | $167.2M |
| Tolleson Wealth Management, Inc. | 23.73% | Add +5.8% | 2,220,567 | $153.4M |
| Plancorp, LLC | 3.92% | Add +3.7% | 1,806,892 | $124.8M |
| Ullmann Wealth Partners Group, LLC | 10.62% | Reduce -3.9% | 1,407,083 | $97.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 1,074,504 | $74.2M |
| Integrated Wealth Concepts LLC | 0.66% | Reduce -4.2% | 1,066,448 | $73.7M |
| Clearwater Capital Advisors, LLC | 6.26% | Reduce -0.4% | 1,062,921 | $73.4M |
| Compound Planning, Inc. | 1.79% | Add +9.5% | 801,315 | $55.4M |
| Ameriprise Financial Inc. | 0.01% | Add +0.1% | 776,576 | $53.7M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 766,637 | $53.0M |
| Cardinal Point Capital Management ULC | 3.46% | Add +3.6% | 722,756 | $49.4M |
| Ewa, LLC | 13.50% | Add +38.9% | 706,148 | $48.8M |
| Affinity Wealth Management LLC | 6.61% | Add +0.4% | 653,264 | $45.1M |
| Modern Wealth Management, LLC | 0.89% | Add +111.2% | 648,941 | $44.8M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 598,971 | $41.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.9% | 550,090 | $38.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -3.7% | 561,493 | $37.6M |
| Focus Partners Wealth | 0.06% | Reduce -0.6% | 538,109 | $37.2M |
| Kestra Investment Management, LLC | 0.98% | Add +10.1% | 526,364 | $36.4M |
| Cora Capital Advisors LLC | 14.60% | Add +2.5% | 497,055 | $34.3M |
| Pettinga Financial Advisors LLC | 6.39% | Add +7.1% | 474,408 | $32.8M |
| DDFG, Inc | 5.71% | Add +63.5% | 357,774 | $24.7M |
| Phillips Financial Management, LLC | 1.63% | Reduce -5.6% | 357,409 | $24.7M |
| Conrad Siegel Investment Advisors, Inc. | 5.15% | Reduce -3.7% | 355,459 | $24.6M |
| LPL Financial LLC | 0.01% | Add +11.8% | 330,972 | $22.9M |
| Beirne Wealth Consulting Services, LLC | 5.06% | Reduce -0.0% | 305,424 | $21.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.7% | 249,067 | $17.2M |
| Acropolis Investment Management, LLC | 0.76% | Add +0.8% | 231,813 | $14.9M |
| Foster & Motley Inc. | 0.77% | Reduce -0.1% | 205,823 | $14.2M |
| Stonebridge Financial Group, LLC | 1.17% | Add +1.7% | 192,286 | $13.3M |
| World Investment Advisors | 0.26% | Reduce -2.1% | 180,820 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -14.9% | 181,100 | $12.5M |
| LifeGoal Investments, LLC | 9.93% | Add +11.3% | 172,924 | $12.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 166,963 | $11.5M |
| Citigroup Inc. | 0.01% | Add +7.0% | 158,120 | $10.9M |
| Quantinno Capital Management LP | 0.03% | Add +78.9% | 154,302 | $10.7M |
| Obsido Oy | 6.93% | Add +7.3% | 150,773 | $10.4M |
| Parallel Advisors, LLC | 0.18% | Add +20.2% | 145,962 | $10.1M |
| HB Wealth Management, LLC | 0.07% | Add +14.9% | 141,051 | $9.7M |
| BlackRock, Inc. | 0.00% | Reduce -3.3% | 136,428 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 128,329 | $8.9M |
| Corient Private Wealth LP | 0.01% | Reduce -4.0% | 127,968 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 127,226 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +10.5% | 121,440 | $8.3M |
| Vestmark Advisory Solutions, Inc. | 0.16% | New | 119,348 | $8.2M |
| Cwm, LLC | 0.02% | Add +26.4% | 118,221 | $8.2M |
| Forte Asset Management LLC | 3.76% | Reduce -0.3% | 113,012 | $7.8M |
| Signature Estate & Investment Advisors LLC | 0.16% | Reduce -1.8% | 106,067 | $7.3M |
| Family Capital Trust Co | 2.45% | Reduce -34.4% | 105,804 | $7.3M |
| Nova R Wealth, Inc. | 2.95% | Add +0.2% | 100,836 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 97,612 | $6.7M |
| AlTi Global, Inc. | 0.16% | Add +4.9% | 97,437 | $6.7M |
| Sterneck Capital Management, LLC | 3.00% | Reduce -0.4% | 93,295 | $6.4M |
| KM Capital Management Ltd. | 2.89% | Reduce -1.8% | 90,376 | $6.2M |
| Captrust Financial Advisors | 0.01% | Reduce -22.3% | 89,707 | $6.2M |
| Gilbert Capital Group, Inc. | 4.56% | Add +1.0% | 85,300 | $5.9M |
| Heck Capital Advisors, LLC | 0.43% | Add +1.9% | 80,598 | $5.6M |
| Wescott Financial Advisory Group, LLC | 0.49% | Reduce -0.5% | 78,844 | $5.4M |
| ShoreHaven Wealth Partners, LLC | 2.01% | Reduce -0.0% | 78,558 | $5.4M |
| AQR Capital Management | 0.00% | Add +21.4% | 73,375 | $5.1M |
| Kingsview Wealth Management, LLC | 0.07% | Add +4.1% | 69,951 | $4.8M |
| Addison Advisors LLC | 1.09% | Reduce -0.1% | 68,302 | $4.7M |
| StoneX Group Inc. | 0.21% | Add +0.2% | 68,012 | $4.7M |
| RHS Financial, LLC | 2.35% | Add +0.8% | 65,467 | $4.5M |
| Vise Technologies, Inc. | 0.16% | Add +11.2% | 62,364 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.9% | 58,058 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +0.9% | 51,523 | $3.6M |
| Diversify Advisory Services, LLC | 0.12% | Add +0.0% | 49,024 | $3.4M |
| Stokes Family Office, LLC | 0.33% | Add +19.6% | 49,829 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -6.5% | 48,718 | $3.4M |
| Physician Wealth Advisors, Inc. | 0.45% | Add +16.5% | 45,708 | $3.2M |
| RVW Wealth, LLC | 0.24% | Reduce -0.1% | 44,983 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -2.4% | 43,506 | $3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -0.1% | 42,546 | $2.9M |
| Hobbs Group Advisors, LLC | 0.79% | No change | 36,563 | $2.5M |
| UBS Group AG | 0.00% | Add +7.5% | 36,506 | $2.5M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -59.7% | 34,666 | $2.4M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -7.1% | 31,880 | $2.2M |
| Magnolia Capital Advisors LLC | 0.56% | Add +11.6% | 31,090 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 28,017 | $1.9M |
| GSG Advisors LLC | 0.48% | Add +0.1% | 26,021 | $1.8M |
| Betterment LLC | 0.00% | Add +0.8% | 24,771 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +7.4% | 22,970 | $1.6M |
| Intelligence Driven Advisers, LLC | 0.22% | Reduce -2.5% | 22,794 | $1.6M |
| Moneco Advisors, LLC | 0.13% | Reduce -16.1% | 22,573 | $1.6M |
| Edge Financial Advisors LLC | 0.69% | Reduce -9.1% | 22,169 | $1.5M |
| Creative Planning | 0.00% | Add +5.0% | 22,150 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +5.6% | 22,029 | $1.5M |
| Partners in Financial Planning | 0.23% | Reduce -1.3% | 19,195 | $1.3M |
| Smith Salley Wealth Management | 0.07% | Reduce -21.9% | 19,174 | $1.3M |
| Planned Solutions, Inc. | 0.45% | Reduce -1.8% | 18,846 | $1.3M |
| First Foundation Advisors | 0.05% | Add +0.9% | 17,799 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 17,744 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +1.7% | 17,080 | $1.2M |
| &partners | 0.01% | Add +122.4% | 16,833 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.1% | 15,719 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +154.1% | 14,898 | $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.