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LRGF ISHARES TR

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U S EQUITY FACTR (fund)

233 managers (236 13F filers) reported a position in LRGF shares at 2025-12-31, 38,177,665 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
233
13F filers
236
New
26
Added
77
Reduced
70
Sold out
14
Shares held by filers
38,177,665

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Integrity Financial Corp /WA594$41.2K0.02%+213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC584$40.6K0.01%013F-HRTimeline
Avalon Trust Co580$40.3K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC548$38.1K0.04%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…509$35.3K<0.01%+28513F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV477$33.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC420$29.2K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…362$25.2K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO342$23.7K<0.01%013F-HRTimelineGroup
Triumph Capital Management336$23.3K0.01%new13F-HRTimeline
Caldwell Trust Co335$23.3K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC334$23.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC323$22.6K<0.01%013F-HRTimeline
ORG Partners LLC319$22.2K<0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.320$22K0.01%-2513F-HRTimeline
PRIVATE TRUST CO NA300$20.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC285$19.9K<0.01%new13F-HRTimeline
COMERICA BANK264$18.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…261$18.1K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.210$14.6K<0.01%013F-HRTimeline
Key Capital Management, INC202$14K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\193$13.4K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.150$10K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Realta Investment Advisors144$9.99K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.135$9.37K0.01%013F-HRTimeline
Stephens Consulting, LLC89$6.18K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50$3.47K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC40$2.8K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC34$2.36K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA32$2.22K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.11$764<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …10$702<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…1$69<0.01%013F-HRTimeline