13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
LRGF

ISHARES US EQUITY FACTOR ETF

265 institutions still hold ISHARES US EQUITY FACTOR ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V282·Exchange Traded Fund·265 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2.3B
visible holders
Holders
265
filers reporting
Concentration
12.40%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

265 institutions reported LRGF in Q3 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 12.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$285M3.7M12.45%Q3 202602
Strategic Financial Services, Inc.
CIK 0001432539
$263M4.0M12.53%Q1 202603
Annex Advisory Services, LLC
CIK 0001542287
$242M3.1M3.97%Q3 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$227M3.0M0.04%Q2 202605
SigFig Wealth Management, LLC
CIK 0001696957
$223M2.9M5.56%Q3 202606
Tolleson Wealth Management, Inc.
CIK 0001772937
$176M2.3M23.72%Q2 202607
Plancorp, LLC
CIK 0001599579
$159M2.1M3.87%Q2 202608
Clearwater Capital Advisors, LLC
CIK 0001690531
$87M1.1M6.37%Q2 202609
Ullmann Wealth Partners Group, LLC
CIK 0001697725
$86M1.1M7.80%Q2 202610
Modern Wealth Management, LLC
CIK 0002001900
$70M1.1M1.20%Q1 202611
Compound Planning, Inc.
CIK 0001978879
$59M781K1.54%Q2 202612
Cardinal Point Capital Management ULC
CIK 0001950841
$59M755K3.26%Q3 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$53M699K0.01%Q2 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$52M681K0.34%Q2 202615
JPMORGAN CHASE & CO
CIK 0000019617
$51M673K0.00%Q2 202616
Kestra Investment Management, LLC
CIK 0001962449
$50M657K0.96%Q2 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$45M592K0.01%Q2 202618
Conrad Siegel Investment Advisors, Inc.
CIK 0001905875
$39M501K6.31%Q3 202619
MORGAN STANLEY
CIK 0000895421
$39M512K0.00%Q2 202620
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$37M484K10.27%Q2 2026
Page 1 of 14
245 more holders available. Log in →