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

ISHARES US EQUITY FACTOR ETF

265 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·265 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.3B
visible holders
Holders
265
filers reporting
Concentration
12.06%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

265 institutions reported LRGF in Q2 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 12.1% 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
WELLS FARGO & COMPANY/MN
CIK 0000072971
$227M3.0M0.04%Q2 202604
SigFig Wealth Management, LLC
CIK 0001696957
$220M2.9M5.83%Q2 202605
Annex Advisory Services, LLC
CIK 0001542287
$215M2.8M3.67%Q2 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
Integrated Wealth Concepts LLC
CIK 0001737109
$66M878K0.32%Q2 202612
Compound Planning, Inc.
CIK 0001978879
$59M781K1.54%Q2 202613
Cardinal Point Capital Management ULC
CIK 0001950841
$56M737K3.16%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$53M699K0.01%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
$39M521K6.41%Q2 202619
MORGAN STANLEY
CIK 0000895421
$39M512K0.00%Q2 202620
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$37M484K10.27%Q2 2026
Page 1 of 14
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