iShares US Equity Factor ETFLRGFETF
13F holders, Q4 2025 (December 31)236holders +18
26new positions
14sold out
1famous investor
$69.49avg. 13F price*
At the end of Q4 2025, 236 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 18 from Q3 2025. 26 opened new positions and 14 sold out. The largest holders were Strategic Financial Services, Inc. ($272.8M), Halbert Hargrove Global Advisors, LLC ($247.1M) and Wells Fargo & Company ($180.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $25.5M |
| Exits | 14 | $4.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,736,121 shares bought and 1,458,692 shares sold, net +277,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 236 holders
| Strategic Financial Services, Inc. | 12.58% | Add +2.8% | 3,912,625 | $272.8M |
| Halbert Hargrove Global Advisors, LLC | 11.82% | Add +2.2% | 3,559,478 | $247.1M |
| Wells Fargo & Company | 0.04% | Add +7.5% | 2,601,518 | $180.6M |
| SigFig Wealth Management, LLC | 5.23% | Add +1.6% | 2,529,572 | $175.6M |
| Tolleson Wealth Management, Inc. | 23.52% | Add +5.7% | 2,346,333 | $162.9M |
| Plancorp, LLC | 3.91% | Add +3.2% | 1,865,077 | $129.5M |
| Ullmann Wealth Partners Group, LLC | 8.88% | Reduce -13.5% | 1,216,690 | $85.3M |
| Clearwater Capital Advisors, LLC | 6.18% | Add +0.5% | 1,067,964 | $74.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 1,045,948 | $72.6M |
| Modern Wealth Management, LLC | 1.08% | Add +32.0% | 856,823 | $59.5M |
| Compound Planning, Inc. | 1.64% | Reduce -0.5% | 797,455 | $55.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.8% | 754,504 | $52.4M |
| Cardinal Point Capital Management ULC | 3.36% | Add +2.5% | 741,187 | $51.5M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 731,264 | $50.8M |
| Ewa, LLC | 12.37% | Add +3.2% | 728,527 | $50.6M |
| Affinity Wealth Management LLC | 6.47% | Add +0.3% | 655,275 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.4% | 602,054 | $41.8M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 597,630 | $41.5M |
| Kestra Investment Management, LLC | 0.97% | Add +8.2% | 569,266 | $39.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -1.5% | 553,157 | $38.4M |
| Focus Partners Wealth | 0.04% | Reduce -0.9% | 533,029 | $37.0M |
| Cora Capital Advisors LLC | 14.01% | Add +4.2% | 517,867 | $36.0M |
| Pettinga Financial Advisors LLC | 6.39% | Add +2.2% | 485,038 | $33.7M |
| LPL Financial LLC | 0.01% | Add +15.1% | 380,893 | $26.4M |
| DDFG, Inc | 5.55% | Add +2.0% | 364,955 | $25.3M |
| Conrad Siegel Investment Advisors, Inc. | 4.71% | Add +0.6% | 357,608 | $24.8M |
| Acropolis Investment Management, LLC | 0.98% | Add +34.7% | 312,356 | $21.7M |
| Phillips Financial Management, LLC | 1.39% | Reduce -13.4% | 309,639 | $21.5M |
| Beirne Wealth Consulting Services, LLC | 6.10% | Reduce -0.6% | 303,492 | $21.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.5% | 280,140 | $19.5M |
| LifeGoal Investments, LLC | 9.96% | Add +23.8% | 214,078 | $14.9M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -80.0% | 212,954 | $14.8M |
| Foster & Motley Inc. | 0.78% | Add +2.7% | 211,452 | $14.7M |
| Stonebridge Financial Group, LLC | 1.16% | Add +1.7% | 195,497 | $13.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.8% | 172,478 | $12.1M |
| World Investment Advisors | 0.20% | Reduce -4.5% | 172,712 | $12.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 164,706 | $11.4M |
| Obsido Oy | 6.82% | Add +6.1% | 159,945 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Add +24.4% | 158,208 | $11.0M |
| Citigroup Inc. | 0.01% | Reduce -2.1% | 154,770 | $10.7M |
| Parallel Advisors, LLC | 0.19% | Add +3.6% | 151,188 | $10.5M |
| Quantinno Capital Management LP | 0.02% | Reduce -6.0% | 144,976 | $10.1M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 140,810 | $9.8M |
| HB Wealth Management, LLC | 0.06% | Reduce -0.5% | 140,339 | $9.7M |
| Two Sigma Investments, LP | 0.01% | New | 136,800 | $9.5M |
| Jones Financial Companies LLLP | 0.01% | Add +11.5% | 135,407 | $9.4M |
| Cwm, LLC | 0.02% | Add +9.4% | 129,394 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 126,788 | $8.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.3% | 126,346 | $8.8M |
| Evolve Private Wealth, LLC | 0.50% | — | 121,259 | $8.4M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -2.3% | 116,561 | $8.1M |
| Forte Asset Management LLC | 3.52% | Reduce -1.3% | 111,585 | $7.7M |
| Family Capital Trust Co | 2.39% | Reduce -0.4% | 105,382 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +5.0% | 102,445 | $7.1M |
| Nova R Wealth, Inc. | 2.59% | Add +1.4% | 102,195 | $7.1M |
| AlTi Global, Inc. | 0.14% | Reduce -2.7% | 94,839 | $6.6M |
| Sterneck Capital Management, LLC | 2.92% | Add +0.0% | 93,296 | $6.5M |
| Captrust Financial Advisors | 0.01% | Add +1.6% | 91,159 | $6.3M |
| KM Capital Management Ltd. | 3.21% | Add +0.2% | 90,582 | $6.3M |
| Vise Technologies, Inc. | 0.12% | Add +44.0% | 89,776 | $6.2M |
| Heck Capital Advisors, LLC | 0.43% | Add +3.4% | 83,311 | $5.8M |
| AQR Capital Management | 0.00% | Add +7.0% | 78,506 | $5.5M |
| ShoreHaven Wealth Partners, LLC | 1.92% | Reduce -1.9% | 77,074 | $5.4M |
| Wescott Financial Advisory Group, LLC | 0.47% | Reduce -2.3% | 77,035 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -31.8% | 72,372 | $5.0M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -1.8% | 68,695 | $4.8M |
| StoneX Group Inc. | 0.21% | Add +0.8% | 68,572 | $4.8M |
| Addison Advisors LLC | 1.05% | Reduce -1.6% | 67,177 | $4.7M |
| RHS Financial, LLC | 2.27% | Add +2.5% | 67,068 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 58,058 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.7% | 50,117 | $3.5M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -1.3% | 48,389 | $3.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -1.8% | 47,833 | $3.3M |
| Physician Wealth Advisors, Inc. | 0.46% | Add +4.4% | 47,730 | $3.3M |
| Stokes Family Office, LLC | 0.30% | Reduce -5.2% | 47,247 | $3.3M |
| RVW Wealth, LLC | 0.24% | No change | 44,983 | $3.1M |
| Alliancebernstein L.P. | 0.00% | New | 43,908 | $3.0M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 43,432 | $3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -0.5% | 42,316 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 41,974 | $2.9M |
| Magnolia Capital Advisors LLC | 0.55% | Add +21.6% | 37,803 | $2.6M |
| UBS Group AG | 0.00% | Add +2.8% | 37,539 | $2.6M |
| Everpar Advisors LLC | 0.96% | New | 37,302 | $2.6M |
| Hobbs Group Advisors, LLC | 0.76% | Reduce -1.2% | 36,134 | $2.5M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.6% | 34,454 | $2.4M |
| Summit Wealth Group LLC / Co. | 0.29% | New | 31,145 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.33% | Reduce -4.2% | 30,554 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.9% | 28,563 | $2.0M |
| BFI Wealth Solutions, LLC | 1.88% | — | 28,436 | $2.0M |
| GSG Advisors LLC | 0.47% | Add +0.1% | 26,059 | $1.8M |
| Betterment LLC | 0.00% | Add +0.7% | 24,937 | $1.7M |
| Hershey Financial Advisers, LLC | 1.45% | New | 24,744 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +6.7% | 24,516 | $1.7M |
| Moneco Advisors, LLC | 0.12% | Add +0.2% | 22,608 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 22,223 | $1.5M |
| Edge Financial Advisors LLC | 0.65% | Reduce -0.1% | 22,146 | $1.5M |
| Creative Planning | 0.00% | Reduce -0.3% | 22,085 | $1.5M |
| Intelligence Driven Advisers, LLC | 0.21% | Reduce -5.1% | 21,638 | $1.5M |
| Maimon Wealth Management LTD. | 1.38% | — | 21,440 | $1.5M |
| Partners in Financial Planning | 0.23% | Reduce -0.1% | 19,180 | $1.3M |
| Smith Salley Wealth Management | 0.07% | No change | 19,174 | $1.3M |
| Elevation Capital Advisory, LLC | 0.54% | Add +482.3% | 19,110 | $1.3M |
| FMR LLC | 0.00% | Add +43.4% | 17,674 | $1.2M |
| First Foundation Advisors | 0.05% | Reduce -2.8% | 17,294 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +0.0% | 17,085 | $1.2M |
| Planned Solutions, Inc. | 0.36% | Reduce -15.0% | 16,026 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 15,761 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +75.4% | 14,861 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 14,402 | $1000K |
| Versant Capital Management, Inc | 0.11% | No change | 12,962 | $900K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.7% | 12,462 | $865K |
| Summit Financial, LLC | 0.01% | No change | 12,436 | $863K |
| Kaydan Wealth Management, Inc. | 0.25% | Reduce -4.0% | 12,368 | $859K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.8% | 12,165 | $845K |
| Tranquility Partners, LLC | 0.30% | Reduce -5.5% | 11,920 | $828K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.9% | 11,687 | $811K |
| Bellwether Advisors, LLC | 0.13% | Add +13.0% | 11,669 | $810K |
| Baron Silver Stevens Financial Advisors, LLC | 0.11% | No change | 11,218 | $779K |
| MML Investors Services, LLC | 0.00% | Add +3.8% | 10,927 | $759K |
| Sterling Investment Counsel, LLC | 0.22% | No change | 10,881 | $755K |
| Twelve Points Wealth Management LLC | 0.17% | Reduce -0.0% | 10,470 | $736K |
| Atlas Legacy Advisors, LLC | 0.13% | No change | 10,598 | $736K |
| Axxcess Wealth Management, LLC | 0.01% | New | 10,598 | $736K |
| Herold Advisors, Inc. | 0.16% | Add +160.3% | 10,366 | $720K |
| JGP Wealth Management, LLC | 0.07% | Add +31.3% | 10,263 | $713K |
| &partners | 0.00% | Reduce -39.5% | 10,180 | $707K |
| Atria Investments, Inc | 0.01% | No change | 10,134 | $704K |
| Quadrant Private Wealth Management, LLC | 0.12% | No change | 10,128 | $703K |
| Equitable Holdings, Inc. | 0.00% | Add +0.5% | 9,870 | $685K |
| RMR Wealth Builders | 0.05% | No change | 9,864 | $685K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -5.2% | 9,028 | $627K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.6% | 8,946 | $621K |
| Marino, Stram & Associates LLC | 0.11% | Add +16.5% | 8,917 | $619K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.1% | 8,825 | $613K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -36.2% | 8,598 | $601K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,948 | $552K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.8% | 7,565 | $525K |
| Gilbert Capital Group, Inc. | 0.39% | Reduce -91.2% | 7,504 | $521K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.6% | 7,231 | $502K |
| Wealth Enhancement Trust Services, Inc. | 0.06% | — | 7,216 | $501K |
| XML Financial, LLC | 0.04% | New | 6,902 | $479K |
| Waverly Advisors, LLC | 0.00% | New | 6,478 | $450K |
| Retirement Planning Group, LLC | 0.01% | Reduce -35.8% | 6,413 | $445K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.4% | 6,354 | $441K |
| Savvy Advisors, Inc. | 0.01% | Add +4.3% | 5,682 | $395K |
| Capital Analysts, LLC | 0.01% | No change | 5,576 | $387K |
| AlphaCore Capital LLC | 0.01% | New | 5,493 | $381K |
| Weil Company, Inc. | 0.09% | Reduce -13.6% | 5,474 | $380K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.3% | 5,467 | $380K |
| Ieq Capital, LLC | 0.00% | Add +0.4% | 5,431 | $377K |
| Ledyard National Bank | 0.03% | Reduce -7.1% | 5,395 | $375K |
| SFE Investment Counsel | 0.06% | No change | 5,375 | $373K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 5,328 | $370K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.0% | 5,217 | $362K |
| Boston Trust Walden Corp | 0.00% | No change | 5,045 | $350K |
| L.K. Benson & Company, P.C. | 0.17% | Add +0.2% | 4,972 | $345K |
| D.A. Davidson & Co. | 0.00% | New | 4,649 | $325K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,646 | $323K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.7% | 4,635 | $322K |
| MAI Capital Management | 0.00% | No change | 4,483 | $311K |
| Hurlow Wealth Management Group, Inc. | 0.08% | New | 4,480 | $311K |
| TAGStone Capital, Inc. | 0.11% | Add +0.5% | 4,262 | $296K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,257 | $296K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.7% | 4,232 | $294K |
| Anderson Hoagland & Co. | 0.03% | No change | 4,197 | $291K |
| Columbus Macro, LLC | 0.03% | No change | 4,143 | $288K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,140 | $287K |
| Ergawealth Advisors, Inc. | 0.13% | Reduce -19.4% | 4,102 | $285K |
| Savant Capital, LLC | 0.00% | New | 4,028 | $280K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 4,010 | $278K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,995 | $277K |
| Stonebrook Private Inc. | 0.06% | Add +31.8% | 3,935 | $273K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 3,927 | $273K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 3,747 | $260K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,745 | $260K |
| Tucker Asset Management LLC | 0.07% | Reduce -0.5% | 3,670 | $255K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,607 | $250K |
| Wright Wealth LLC | 0.16% | — | 3,583 | $249K |
| Endeavor Private Wealth, Inc. | 0.07% | Reduce -0.4% | 3,462 | $240K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.8% | 3,360 | $233K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,203 | $222K |
| GDS Wealth Management | 0.01% | No change | 3,124 | $217K |
| Colonial Trust Advisors | 0.02% | Reduce -7.0% | 3,064 | $213K |
| Western Wealth Management, LLC | 0.01% | Add +0.0% | 3,057 | $212K |
| IFP Advisors, Inc | 0.00% | Add +1845.8% | 2,763 | $192K |
| Morse Asset Management, Inc | 0.03% | Reduce -2.4% | 2,440 | $169K |
| Goodman Advisory Group, LLC | 0.04% | No change | 2,304 | $160K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -5.9% | 2,185 | $152K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 2,114 | $147K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,677 | $116K |
| JNBA Financial Advisors | 0.01% | No change | 1,615 | $112K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,527 | $106K |
| AE Wealth Management LLC | 0.00% | Add +330.4% | 1,472 | $102K |
| Avion Wealth | 0.02% | New | 1,266 | $87K |
| Barrett & Company, Inc. | 0.03% | No change | 1,196 | $83K |
| Assetmark, Inc. | 0.00% | Reduce -2.8% | 1,095 | $76K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 1,033 | $72K |
| International Assets Investment Management, LLC | 0.00% | New | 959 | $67K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 870 | $60K |
| Key Financial Inc | 0.01% | New | 860 | $60K |
| Blair William & Co. | 0.00% | No change | 831 | $58K |
| Timmons Wealth Management, LLC | 0.06% | — | 810 | $56K |
| Integrity Financial Corp | 0.02% | Add +0.3% | 594 | $41K |
| Bellevue Asset Management, LLC | 0.01% | No change | 584 | $41K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 584 | $41K |
| Avalon Trust Co | 0.00% | No change | 580 | $40K |
| Ares Financial Consulting, LLC | 0.04% | — | 548 | $38K |
| Rockefeller Capital Management L.P. | 0.00% | Add +127.2% | 509 | $35K |
| Creative Financial Designs Inc. | 0.00% | No change | 477 | $33K |
| Wolff Wiese Magana LLC | 0.02% | No change | 420 | $29K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 362 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 342 | $24K |
| Triumph Capital Management | 0.01% | New | 336 | $23K |
| Caldwell Trust Co | 0.00% | No change | 335 | $23K |
| Rialto Wealth Management, LLC | 0.01% | No change | 334 | $23K |
| Smartleaf Asset Management LLC | 0.00% | No change | 323 | $23K |
| ORG Partners LLC | 0.00% | Add +0.3% | 319 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -7.3% | 320 | $22K |
| Private Trust Co. NA | 0.00% | New | 300 | $21K |
| Sound Income Strategies, LLC | 0.00% | New | 285 | $20K |
| Comerica Bank | 0.00% | No change | 264 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 261 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 210 | $15K |
| Key Capital Management, INC | 0.01% | — | 202 | $14K |
| US Bancorp \de | 0.00% | No change | 193 | $13K |
| Hantz Financial Services, Inc. | 0.00% | No change | 150 | $10K |
| Realta Investment Advisors | 0.00% | No change | 144 | $10K |
| Nova Wealth Management, Inc. | 0.01% | No change | 135 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 89 | $6K |
| Bank of Montreal | 0.00% | No change | 50 | $3K |
| Cheviot Value Management, LLC | 0.00% | No change | 40 | $3K |
| Simplex Trading, LLC | 0.00% | New | 34 | $2K |
| Alerus Financial NA | 0.00% | New | 32 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 11 | $764 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 10 | $702 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1 | $69 |
"% 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.