13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
LRGF

ISHARES US EQUITY FACTOR ETF

251 institutions still hold ISHARES US EQUITY FACTOR ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V282·Exchange Traded Fund·251 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
251
filers reporting
Concentration
12.64%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

251 institutions reported LRGF in Q2 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 12.6% 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
$274M3.6M11.85%Q2 202602
Strategic Financial Services, Inc.
CIK 0001432539
$263M4.0M12.53%Q1 202603
SigFig Wealth Management, LLC
CIK 0001696957
$220M2.9M5.83%Q2 202604
Annex Advisory Services, LLC
CIK 0001542287
$215M2.8M3.67%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$190M2.9M0.04%Q1 202606
Tolleson Wealth Management, Inc.
CIK 0001772937
$163M2.3M23.52%Q4 202507
Plancorp, LLC
CIK 0001599579
$159M2.1M3.87%Q2 202608
Ullmann Wealth Partners Group, LLC
CIK 0001697725
$77M1.2M7.97%Q1 202609
Clearwater Capital Advisors, LLC
CIK 0001690531
$74M1.1M6.01%Q1 202610
Modern Wealth Management, LLC
CIK 0002001900
$70M1.1M1.20%Q1 202611
Kestra Investment Management, LLC
CIK 0001962449
$64M964K1.10%Q1 202612
Cardinal Point Capital Management ULC
CIK 0001950841
$56M737K3.16%Q2 202613
Compound Planning, Inc.
CIK 0001978879
$51M778K1.58%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$47M705K0.01%Q1 202615
Integrated Wealth Concepts LLC
CIK 0001737109
$45M676K0.36%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$44M690K0.00%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$43M659K0.01%Q1 202618
Conrad Siegel Investment Advisors, Inc.
CIK 0001905875
$39M521K6.41%Q2 202619
Focus Partners Wealth
CIK 0001542153
$37M533K0.04%Q4 202520
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$37M484K10.27%Q2 2026
Page 1 of 13
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