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LRGF · iShares U.S. Equity Factor ETF ETF

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$78.81 -0.23 (-0.29%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $302,979,147
Total Shares: 4,006,071

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
99.2%
Sep 2023 → Jun 2026 · range 10.1% – 99.2%
+88.3 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 37.2% – 100.0%
+58.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 55.0% – 100.0%
+42.5 pts
HHI
9,846
Sep 2023 → Jun 2026 · range 417 – 9,846
Highly concentrated+9,384

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
3
Sold Out
238
Unchanged
2
Holder count: -238
Institutional value: -87.5%
Shares held: -89.1%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −102,669 21,611
Strategic Financial Services, Inc. −15,834 3,975,040
Parkside Financial Bank & Trust −356 7,238

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,626,489 $239,348,274
SigFig Wealth Management, LLC 2,891,969 $190,869,954
WELLS FARGO & COMPANY/MN 2,879,070 $190,018,620
Plancorp, LLC 1,980,357 $130,703,562
Annex Advisory Services, LLC 1,361,862 $89,882,892
Filter: New 0 Increased 0 Reduced 3 Sold out 238 Unchanged 2
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Strategic Financial Services, Inc. LRGF $300,632,275 99.23% 3,975,040
Corient Private Wealth LLC LRGF $1,634,439 0.54% 21,611
Parkside Financial Bank & Trust LRGF $547,409 0.18% 7,238
TUCKER ASSET MANAGEMENT LLC LRGF $149,142 0.05% 1,972
BROWN, LISLE/CUMMINGS, INC. LRGF $15,882 0.01% 210