LRGF
iShares U.S. Equity Factor ETF$67.41-0.82 (-1.20%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$2.727882471341756e+238T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | 3,912,625 | $272.8M | 12.58% | Share |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,559,478 | $247.1M | 11.73% | Share |
| 3 | SigFig Wealth Management, LLC | 2,529,572 | $175.6M | 5.23% | Share |
| 4 | Tolleson Wealth Management, Inc. | 2,346,333 | $162.9M | 23.52% | Share |
| 5 | Plancorp, LLC | 1,865,077 | $129.0M | 3.90% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 1,776,085 | $123.0M | 0.02% | Share |
| 7 | Ullmann Wealth Partners Group, LLC | 1,216,690 | $85.3M | 8.88% | Share |
| 8 | Clearwater Capital Advisors, LLC | 1,067,964 | $74.1M | 6.18% | Share |
| 9 | JPMORGAN CHASE & CO | 1,045,923 | $72.0M | 0.00% | Share |
| 10 | Modern Wealth Management, LLC | 856,823 | $59.5M | 1.08% | Share |
| 11 | Compound Planning, Inc. | 795,236 | $55.2M | 1.62% | Share |
| 12 | AMERIPRISE FINANCIAL INC | 754,172 | $52.0M | 0.01% | Share |
| 13 | Cardinal Point Capital Management ULC | 741,187 | $51.5M | 3.36% | Share |
| 14 | EWA, LLC | 728,527 | $50.6M | 12.35% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 668,262 | $46.0M | 0.00% | Share |
| 16 | AFFINITY WEALTH MANAGEMENT LLC | 655,275 | $45.5M | 6.47% | Share |
| 17 | WELLS FARGO & COMPANY/MN | 648,187 | $45.0M | 0.01% | Share |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 602,054 | $41.0M | 0.01% | Share |
| 19 | MORGAN STANLEY | 595,753 | $41.0M | 0.00% | Share |
| 20 | Kestra Investment Management, LLC | 569,266 | $39.5M | 0.97% | Share |
| 21 | Focus Partners Wealth | 533,029 | $37.0M | 0.04% | Share |
| 22 | OSAIC HOLDINGS, INC. | 538,997 | $37.0M | 0.05% | Share |
| 23 | CORA CAPITAL ADVISORS LLC | 517,867 | $36.0M | 14.00% | Share |
| 24 | Pettinga Financial Advisors LLC | 485,038 | $33.7M | 6.39% | Share |
| 25 | LPL Financial LLC | 380,893 | $26.0M | 0.01% | Share |
| 26 | DDFG, Inc | 364,955 | $25.3M | 5.55% | Share |
| 27 | Conrad Siegel Investment Advisors, Inc. | 357,608 | $24.8M | 4.71% | Share |
| 28 | Acropolis Investment Management, LLC | 312,356 | $21.7M | 0.98% | Share |
| 29 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 309,639 | $21.5M | 1.39% | Share |
| 30 | Beirne Wealth Consulting Services, LLC | 303,492 | $21.1M | 6.10% | Share |
| 31 | LifeGoal Investments, LLC | 214,078 | $14.9M | 9.90% | Share |
| 32 | FOSTER & MOTLEY INC | 211,452 | $14.7M | 0.78% | Share |
| 33 | Integrated Wealth Concepts LLC | 212,954 | $14.0M | 0.17% | Share |
| 34 | Stonebridge Financial Group, LLC | 195,497 | $13.6M | 1.16% | Share |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,478 | $12.1M | 0.02% | Share |
| 36 | WELLS FARGO & COMPANY/MN | 177,246 | $12.0M | 0.00% | Share |
| 37 | World Investment Advisors | 172,712 | $12.0M | 0.23% | Share |
| 38 | Obsido Oy | 159,945 | $11.1M | 6.82% | Share |
| 39 | HighTower Advisors, LLC | 164,706 | $11.0M | 0.01% | Share |
| 40 | Quantinno Capital Management LP | 144,976 | $10.0M | 0.02% | Share |
| 41 | CITIGROUP INC | 154,770 | $10.0M | 0.00% | Share |
| 42 | Parallel Advisors, LLC | 151,188 | $10.0M | 0.18% | Share |
| 43 | HB Wealth Management, LLC | 140,339 | $9.7M | 0.06% | Share |
| 44 | TWO SIGMA INVESTMENTS, LP | 136,800 | $9.0M | 0.01% | Share |
| 45 | JONES FINANCIAL COMPANIES LLLP | 135,407 | $9.0M | 0.01% | Share |
| 46 | BlackRock, Inc. | 140,810 | $9.0M | 0.00% | Share |
| 47 | CWM, LLC | 129,394 | $9.0M | 0.02% | Share |
| 48 | Corient Private Wealth LLC | 1,526,229 | $8.8M | 0.01% | Share |
| 49 | Vestmark Advisory Solutions, Inc. | 116,561 | $8.1M | 0.11% | Share |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 126,788 | $8.0M | 0.01% | Share |