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 |
| Smith Salley Wealth Management | 0.06% | Reduce -1.8% | 18,832 | $1.2M |
| Moneco Advisors, LLC | 0.10% | Reduce -16.8% | 18,807 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +57.1% | 18,366 | $1.2M |
| First Foundation Advisors | 0.05% | No change | 17,294 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 17,132 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -2.3% | 16,696 | $1.1M |
| Planned Solutions, Inc. | 0.36% | Add +2.7% | 16,454 | $1.1M |
| Herold Advisors, Inc. | 0.18% | Add +22.9% | 12,737 | $841K |
| Citadel Advisors | 0.00% | New | 12,456 | $822K |
| Kaydan Wealth Management, Inc. | 0.27% | Reduce -2.8% | 12,023 | $794K |
| Tranquility Partners, LLC | 0.30% | Reduce -0.1% | 11,904 | $786K |
| Bellwether Advisors, LLC | 0.13% | Reduce -3.7% | 11,241 | $742K |
| Baron Silver Stevens Financial Advisors, LLC | 0.11% | No change | 11,218 | $740K |
| Foundations Investment Advisors, LLC | 0.01% | Add +23.9% | 10,932 | $722K |
| Sterling Investment Counsel, LLC | 0.20% | No change | 10,881 | $718K |
| Atlas Legacy Advisors, LLC | 0.13% | Add +0.7% | 10,675 | $705K |
| Equitable Holdings, Inc. | 0.00% | Add +2.3% | 10,096 | $700K |
| Twelve Points Wealth Management LLC | 0.15% | Reduce -0.0% | 10,469 | $691K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.5% | 10,362 | $684K |
| JGP Wealth Management, LLC | 0.07% | Add +0.6% | 10,322 | $681K |
| Savvy Advisors, Inc. | 0.02% | Add +79.4% | 10,194 | $673K |
| Atria Investments, Inc | 0.01% | No change | 10,134 | $669K |
| Quadrant Private Wealth Management, LLC | 0.10% | No change | 10,128 | $668K |
| &partners | 0.00% | Reduce -0.9% | 10,085 | $666K |
| RMR Wealth Builders | 0.05% | Reduce -4.1% | 9,464 | $625K |
| MML Investors Services, LLC | 0.00% | Reduce -15.7% | 9,217 | $608K |
| Marino, Stram & Associates LLC | 0.11% | Add +1.2% | 9,022 | $595K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | New | 8,743 | $577K |
| XML Financial, LLC | 0.04% | Add +19.1% | 8,218 | $542K |
| Frontier Asset Management, LLC | 0.11% | New | 8,064 | $532K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.0% | 8,055 | $532K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,948 | $525K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.8% | 7,906 | $522K |
| Parkside Financial Bank & Trust | 0.04% | Add +5.0% | 7,594 | $501K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.7% | 7,358 | $486K |
| Waverly Advisors, LLC | 0.00% | No change | 6,478 | $428K |
| Retirement Planning Group, LLC | 0.01% | Add +0.0% | 6,415 | $423K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.0% | 6,355 | $419K |
| Versant Capital Management, Inc | 0.04% | Reduce -51.1% | 6,343 | $419K |
| MAI Capital Management | 0.00% | Add +36.3% | 6,108 | $403K |
| Sowell Financial Services LLC | 0.01% | Reduce -50.8% | 5,990 | $395K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | Reduce -19.7% | 5,793 | $382K |
| Stonebrook Private Inc. | 0.08% | Add +46.7% | 5,771 | $381K |
| Susquehanna International Group, LLP | 0.00% | New | 5,757 | $380K |
| Capital Analysts, LLC | 0.01% | No change | 5,576 | $368K |
| GTS Securities LLC | 0.01% | New | 5,459 | $360K |
| Ieq Capital, LLC | 0.00% | Add +0.3% | 5,445 | $359K |
| SFE Investment Counsel | 0.06% | No change | 5,375 | $355K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 5,328 | $352K |
| NorthRock Partners, LLC | 0.01% | Add +0.0% | 5,218 | $344K |
| Brooklyn Investment Group | 0.01% | New | 5,213 | $344K |
| Ledyard National Bank | 0.03% | Reduce -4.5% | 5,151 | $340K |
| Boston Trust Walden Corp | 0.00% | No change | 5,045 | $333K |
| L.K. Benson & Company, P.C. | 0.11% | Add +0.1% | 4,979 | $329K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 4,760 | $314K |
| Flagship Private Wealth, LLC | 0.13% | Add +1.3% | 4,696 | $310K |
| D.A. Davidson & Co. | 0.00% | No change | 4,649 | $307K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 4,480 | $296K |
| Strategic Blueprint, LLC | 0.02% | New | 4,405 | $291K |
| AlphaCore Capital LLC | 0.01% | Reduce -21.0% | 4,341 | $287K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 4,288 | $283K |
| Joule Financial, LLC | 0.08% | New | 4,287 | $283K |
| TAGStone Capital, Inc. | 0.10% | Add +0.3% | 4,273 | $282K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,257 | $281K |
| Anderson Hoagland & Co. | 0.02% | No change | 4,197 | $277K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,140 | $273K |
| Ergawealth Advisors, Inc. | 0.12% | Reduce -0.2% | 4,095 | $270K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,010 | $265K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,995 | $264K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.0% | 3,928 | $259K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,745 | $258K |
| BetterWealth, LLC | 0.05% | New | 3,756 | $248K |
| Russell Investments Group, Ltd. | 0.00% | New | 3,748 | $247K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 3,747 | $247K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,607 | $238K |
| Wright Wealth LLC | 0.16% | No change | 3,583 | $236K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -60.5% | 3,571 | $236K |
| Principal Securities, Inc. | 0.00% | New | 3,289 | $217K |
| Endeavor Private Wealth, Inc. | 0.06% | Reduce -7.5% | 3,204 | $211K |
| Weil Company, Inc. | 0.05% | Reduce -42.2% | 3,166 | $209K |
| GDS Wealth Management | 0.01% | No change | 3,124 | $206K |
| Colonial Trust Advisors | 0.02% | No change | 3,064 | $202K |
| Western Wealth Management, LLC | 0.01% | Add +0.0% | 3,058 | $202K |
| AE Wealth Management LLC | 0.00% | Add +75.5% | 2,584 | $171K |
| Clear Investment Research, LLC | 0.27% | New | 2,571 | $170K |
| BlackRock, Inc. | 0.00% | Reduce -98.2% | 2,496 | $165K |
| Goodman Advisory Group, LLC | 0.04% | No change | 2,304 | $152K |
| Morse Asset Management, Inc | 0.03% | Reduce -7.8% | 2,250 | $149K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 2,191 | $145K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 2,114 | $140K |
| Tucker Asset Management LLC | 0.04% | Reduce -46.3% | 1,972 | $130K |
| Rockefeller Capital Management L.P. | 0.00% | Add +224.9% | 1,654 | $109K |
| Holos Integrated Wealth LLC | 0.05% | New | 1,600 | $107K |
| JNBA Financial Advisors | 0.01% | No change | 1,615 | $107K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,527 | $101K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.4% | 1,385 | $91K |
| Avion Wealth | 0.02% | No change | 1,266 | $83K |
| Barrett & Company, Inc. | 0.03% | No change | 1,196 | $79K |
| Assetmark, Inc. | 0.00% | Reduce -0.7% | 1,087 | $72K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,033 | $68K |
| Vanguard Advisers Inc. | 0.00% | — | 974 | $64K |
| International Assets Investment Management, LLC | 0.00% | No change | 959 | $64K |
| MidFirst Bank | 0.01% | New | 929 | $61K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 870 | $57K |
| Key Financial Inc | 0.01% | No change | 860 | $57K |
| Timmons Wealth Management, LLC | 0.05% | No change | 810 | $53K |
| Blair William & Co. | 0.00% | Reduce -23.8% | 633 | $42K |
| Integrity Financial Corp | 0.02% | Add +0.2% | 595 | $39K |
| Bellevue Asset Management, LLC | 0.02% | No change | 584 | $39K |
| Avalon Trust Co | 0.00% | No change | 580 | $38K |
| Ares Financial Consulting, LLC | 0.03% | Add +0.4% | 550 | $37K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.8% | 550 | $36K |
| Creative Financial Designs Inc. | 0.00% | No change | 477 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 452 | $30K |
| Wolff Wiese Magana LLC | 0.02% | No change | 420 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 362 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 342 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -87.7% | 339 | $22K |
| Triumph Capital Management | 0.00% | No change | 336 | $22K |
| Caldwell Trust Co | 0.00% | No change | 335 | $22K |
| Rialto Wealth Management, LLC | 0.01% | No change | 334 | $22K |
| Ascentis Independent Advisors | 0.00% | New | 320 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.3% | 321 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 323 | $21K |
| Private Trust Co. NA | 0.00% | No change | 300 | $20K |
| JDM Financial Group LLC | 0.01% | New | 289 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 285 | $19K |
| Fifth Third Bancorp | 0.00% | New | 264 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 261 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 210 | $14K |
| Key Capital Management, INC | 0.01% | No change | 202 | $13K |
| US Bancorp \de | 0.00% | No change | 193 | $13K |
| Hantz Financial Services, Inc. | 0.00% | No change | 150 | $10K |
| Nova Wealth Management, Inc. | 0.01% | No change | 135 | $9K |
| Lanark Financial, Inc. | 0.00% | New | 134 | $9K |
| Mather Group, Llc. | 0.00% | New | 126 | $8K |
| Realta Investment Advisors | 0.00% | Reduce -63.2% | 53 | $3K |
| Bank of Montreal | 0.00% | No change | 50 | $3K |
| Cheviot Value Management, LLC | 0.00% | No change | 40 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 35 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 28 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 11 | $726 |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 10 | $664 |
| Simplex Trading, LLC | 0.00% | Reduce -70.6% | 10 | $660 |
"% 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.