13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
LRGF

ISHARES US EQUITY FACTOR ETF

250 institutions still hold ISHARES US EQUITY FACTOR ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V282·Exchange Traded Fund·250 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.3%
vs prior quarter
13F value held
$1.9B
55.0% inst. owned
of float
Holders
250
-58 QoQ
filers reporting
Activity
+16 / −101
+935 added · −738 reduced
this quarter
Concentration
13.56%
Strategic Financial Services, Inc. #1
top holder share
AI Holders Summary · Q1 2026

250 institutions reported LRGF in Q1 2026. Strategic Financial Services, Inc. leads at 13.6% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Strategic Financial Services, Inc.
CIK 0001432539
$263M4.0M12.53%Q1 202602
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$239M3.6M11.55%Q1 202603
SigFig Wealth Management, LLC
CIK 0001696957
$191M2.9M5.60%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$190M2.9M0.04%Q1 202605
Tolleson Wealth Management, Inc.
CIK 0001772937
$163M2.3M23.52%Q4 202506
Plancorp, LLC
CIK 0001599579
$136M2.0M3.87%Q1 202607
Annex Advisory Services, LLC
CIK 0001542287
$90M1.4M1.68%Q1 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
Compound Planning, Inc.
CIK 0001978879
$51M778K1.58%Q1 202613
Cardinal Point Capital Management ULC
CIK 0001950841
$48M732K2.96%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
Focus Partners Wealth
CIK 0001542153
$37M533K0.04%Q4 202519
Conrad Siegel Investment Advisors, Inc.
CIK 0001905875
$35M533K6.35%Q1 202620
MORGAN STANLEY
CIK 0000895421
$35M531K0.00%Q1 2026
Page 1 of 13
230 more holders available. Log in →