iShares US Equity Factor ETFLRGFETF
13F holders, Q1 2026 (March 31)244holders +8
26new positions
15sold out
2famous investors
$66.14avg. 13F price*
At the end of Q1 2026, 244 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 8 from Q4 2025. 26 opened new positions and 15 sold out. The largest holders were Strategic Financial Services, Inc. ($263.4M), Halbert Hargrove Global Advisors, LLC ($239.3M) and SigFig Wealth Management, LLC ($190.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $111.8M |
| Exits | 15 | $66.5M |
All 13F filers, Q4 2025 → Q1 2026: 4,429,338 shares bought and 3,613,733 shares sold, net +815,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Strategic Financial Services, Inc. | 12.55% | Add +2.0% | 3,990,874 | $263.4M |
| Halbert Hargrove Global Advisors, LLC | 11.63% | Add +1.9% | 3,626,489 | $239.3M |
| SigFig Wealth Management, LLC | 5.60% | Add +14.3% | 2,891,969 | $190.9M |
| Wells Fargo & Company | 0.04% | Add +10.7% | 2,879,070 | $190.0M |
| Tolleson Wealth Management, Inc. | 22.51% | Reduce -0.4% | 2,336,066 | $154.2M |
| Plancorp, LLC | 3.87% | Add +6.2% | 1,980,357 | $135.9M |
| Annex Advisory Services, LLC | 1.68% | New | 1,361,862 | $89.9M |
| Ullmann Wealth Partners Group, LLC | 7.97% | Reduce -4.4% | 1,163,663 | $76.8M |
| Clearwater Capital Advisors, LLC | 6.01% | Add +5.7% | 1,128,442 | $74.5M |
| Modern Wealth Management, LLC | 1.20% | Add +22.7% | 1,051,355 | $69.8M |
| Kestra Investment Management, LLC | 1.10% | Add +69.4% | 964,191 | $63.6M |
| Compound Planning, Inc. | 1.58% | Reduce -2.4% | 778,056 | $51.4M |
| Cardinal Point Capital Management ULC | 2.96% | Reduce -1.3% | 731,889 | $48.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.6% | 704,890 | $46.5M |
| Integrated Wealth Concepts LLC | 0.36% | Add +217.5% | 676,047 | $44.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.1% | 689,544 | $44.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.4% | 658,586 | $43.5M |
| Conrad Siegel Investment Advisors, Inc. | 6.35% | Add +49.1% | 533,205 | $35.2M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 531,388 | $35.1M |
| Focus Partners Wealth | 0.04% | Reduce -1.0% | 527,707 | $34.8M |
| Cora Capital Advisors LLC | 10.37% | Reduce -8.3% | 474,684 | $31.3M |
| Pettinga Financial Advisors LLC | 5.17% | Reduce -14.3% | 415,915 | $27.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -27.8% | 399,316 | $26.4M |
| LPL Financial LLC | 0.01% | Reduce -1.1% | 376,529 | $24.9M |
| Acropolis Investment Management, LLC | 1.04% | Add +14.5% | 357,549 | $23.6M |
| Phillips Financial Management, LLC | 1.37% | Reduce -7.7% | 285,753 | $18.9M |
| Beirne Wealth Consulting Services, LLC | 4.98% | Reduce -12.1% | 266,900 | $17.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.9% | 266,452 | $17.6M |
| LifeGoal Investments, LLC | 9.52% | Add +16.9% | 250,341 | $16.6M |
| Bank of America Corp. | 0.00% | Reduce -66.1% | 247,723 | $16.3M |
| Foster & Motley Inc. | 0.77% | Add +7.0% | 226,286 | $14.9M |
| World Investment Advisors | 0.23% | Add +26.1% | 217,819 | $14.4M |
| Stonebridge Financial Group, LLC | 1.15% | Add +7.9% | 210,990 | $13.9M |
| Exchange Traded Concepts, LLC | 0.09% | New | 186,667 | $12.3M |
| DDFG, Inc | 2.47% | Reduce -52.5% | 173,417 | $11.4M |
| Obsido Oy | 6.67% | Add +4.5% | 167,169 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.2% | 165,052 | $10.9M |
| Parallel Advisors, LLC | 0.19% | Add +6.0% | 160,291 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 159,621 | $10.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -14.6% | 147,259 | $9.8M |
| Jones Financial Companies LLLP | 0.00% | Add +7.3% | 145,241 | $9.4M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +19.7% | 139,568 | $9.2M |
| HB Wealth Management, LLC | 0.06% | Reduce -0.7% | 139,397 | $9.2M |
| Cwm, LLC | 0.02% | Add +1.9% | 131,877 | $8.7M |
| FMR LLC | 0.00% | Add +606.1% | 124,795 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.4% | 122,525 | $8.1M |
| Corient Private Wealth LP | 0.01% | Reduce -1.6% | 124,280 | $8.0M |
| Evolve Private Wealth, LLC | 0.42% | Reduce -1.2% | 119,833 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +11.7% | 114,447 | $7.6M |
| Citigroup Inc. | 0.00% | Reduce -26.7% | 113,514 | $7.5M |
| Nova R Wealth, Inc. | 2.16% | Add +0.2% | 102,384 | $6.8M |
| Family Capital Trust Co | 2.41% | Reduce -4.3% | 100,869 | $6.7M |
| KM Capital Management Ltd. | 4.45% | Reduce -1.4% | 89,293 | $6.6M |
| Vise Technologies, Inc. | 0.12% | No change | 89,776 | $6.2M |
| AlTi Global, Inc. | 0.13% | Reduce -1.2% | 93,727 | $6.2M |
| Sterneck Capital Management, LLC | 2.76% | Reduce -0.0% | 93,267 | $6.2M |
| AQR Capital Management | 0.00% | Add +13.5% | 89,076 | $5.9M |
| Captrust Financial Advisors | 0.01% | Reduce -2.8% | 88,624 | $5.8M |
| Ewa, LLC | 1.32% | Reduce -87.9% | 88,335 | $5.8M |
| Heck Capital Advisors, LLC | 0.41% | Add +1.3% | 84,353 | $5.6M |
| Forte Asset Management LLC | 2.42% | Reduce -25.1% | 83,634 | $5.5M |
| ShoreHaven Wealth Partners, LLC | 1.82% | Reduce -0.3% | 76,858 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Reduce -47.4% | 76,268 | $5.0M |
| Wescott Financial Advisory Group, LLC | 0.44% | Reduce -1.1% | 76,210 | $5.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +5.7% | 72,588 | $4.8M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -1.4% | 71,352 | $4.7M |
| RHS Financial, LLC | 2.21% | Add +5.3% | 70,651 | $4.7M |
| StoneX Group Inc. | 0.25% | Add +1.9% | 69,854 | $4.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +96.0% | 67,527 | $4.5M |
| Addison Advisors LLC | 0.97% | Reduce -1.0% | 66,492 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +27.2% | 63,770 | $4.2M |
| Diversify Wealth Management, LLC | 0.07% | New | 52,646 | $3.8M |
| Physician Wealth Advisors, Inc. | 0.45% | Add +3.3% | 49,322 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +69.1% | 48,312 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -2.0% | 46,864 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 43,508 | $3.0M |
| RVW Wealth, LLC | 0.23% | No change | 44,983 | $3.0M |
| Everpar Advisors LLC | 1.00% | Add +17.6% | 43,876 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -2.7% | 42,255 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -0.2% | 42,244 | $2.8M |
| Magnolia Capital Advisors LLC | 0.50% | Add +1.5% | 38,374 | $2.5M |
| Hobbs Group Advisors, LLC | 0.71% | No change | 36,134 | $2.4M |
| Stokes Family Office, LLC | 0.23% | Reduce -28.1% | 33,955 | $2.2M |
| UBS Group AG | 0.00% | Reduce -9.9% | 33,824 | $2.2M |
| Summit Wealth Group LLC / Co. | 0.21% | Reduce -1.3% | 30,756 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -3.8% | 29,403 | $1.9M |
| BFI Wealth Solutions, LLC | 1.81% | Reduce -0.7% | 28,240 | $1.9M |
| Maimon Wealth Management LTD. | 1.57% | Add +30.1% | 27,905 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +67.1% | 26,343 | $1.7M |
| GSG Advisors LLC | 0.45% | Add +0.1% | 26,081 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +108.4% | 25,966 | $1.7M |
| Betterment LLC | 0.00% | Reduce -1.6% | 24,535 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +65.9% | 23,897 | $1.6M |
| Intelligence Driven Advisers, LLC | 0.27% | Add +8.4% | 23,461 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -60.5% | 22,963 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -7.6% | 22,657 | $1.5M |
| Creative Planning | 0.00% | Add +1.7% | 22,456 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -2.5% | 21,674 | $1.4M |
| Elevation Capital Advisory, LLC | 0.53% | Reduce -0.9% | 18,932 | $1.2M |
| Partners in Financial Planning | 0.21% | Reduce -1.4% | 18,917 | $1.2M |
"% 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.