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Disclosery

LRGF ISHARES TR

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U S EQUITY FACTR (fund)

202 managers (204 13F filers) reported a position in LRGF shares at 2024-12-31, 33,461,242 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
202
13F filers
204
New
15
Added
70
Reduced
67
Sold out
12
Shares held by filers
33,461,242

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Strategic Financial Services, Inc.3,682,638$222M13.25%-513,63913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,349,515$202M11.34%+79,44513F-HR/ATimeline
SigFig Wealth Management, LLC1,973,566$120M4.33%-2,52613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,850,538$112M0.03%+57,15713F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,837,506$111M22.74%-115,11113F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC1,539,884$92.9M11.99%+14,00913F-HRTimeline
Plancorp, LLC1,515,832$91.5M3.76%-4,92413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,514,134$91.4M0.01%+851,58613F-HRTimelineGroup
Integrated Wealth Concepts LLC1,107,292$66.8M0.78%+376,16013F-HRTimeline
Clearwater Capital Advisors, LLC1,034,725$62.4M6.11%+2,72713F-HRTimeline
Cardinal Point Capital Management ULC675,164$40.7M6.47%+42,37813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY669,011$40.4M<0.01%+163,45013F-HR/ATimelineGroup
Compound Planning, Inc.620,387$37.4M1.89%+137,73313F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC516,882$31.2M5.53%+44513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth513,954$31M0.08%-1,89013F-HR/ATimelineGroup
CORA CAPITAL ADVISORS LLC463,208$28M13.48%+3,56913F-HRTimeline
Pettinga Financial Advisors LLC450,127$27.2M6.15%-6,12513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding421,874$25.5M+30,240Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC418,148$25.2M1.98%-82,49913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding412,537$24.9M+28,784Timeline
ShoreHaven Wealth Partners, LLC402,888$24.3M11.48%-7,23813F-HRTimeline
Conrad Siegel Investment Advisors, Inc.402,574$24.3M6.55%-32,61813F-HRTimeline
EWA, LLC392,892$23.7M8.9%+13,80913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/376,515$22.7M<0.01%-1,88013F-HRTimelineGroup
Stokes Family Office, LLC352,305$21.3M2.27%-54,73413F-HRTimeline
Beirne Wealth Consulting Services, LLC337,543$20.4M7.35%+2,51613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…320,499$19.3M0.04%-9,11913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC298,759$18M0.03%-41,82413F-HRTimeline
Wade Financial Advisory, Inc239,111$14.4M4.89%+8,08513F-HRTimeline
FOSTER & MOTLEY INC212,879$12.8M0.84%-7,81213F-HRTimeline
Acropolis Investment Management, LLC212,734$12.8M0.76%-9,74513F-HRTimeline
HighTower Advisors, LLC179,163$10.8M0.01%-50,73913F-HRTimeline
LPL Financial LLC172,380$10.4M<0.01%+28,40613F-HRTimeline
Family Capital Trust Co169,447$10.2M3.47%-6,76813F-HRTimeline
World Investment Advisors161,000$9.72M0.27%+7,98613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.158,286$9.55M0.23%+34,24413F-HRTimelineGroup
DDFG, Inc153,807$9.28M2.68%+2,97613F-HRTimeline
HB Wealth Management, LLC152,018$9.17M0.09%-1,44513F-HRTimeline
Stonebridge Financial Group, LLC149,619$9.03M1%13F-HRTimeline
Sanctuary Advisors, LLC136,094$8.54M0.05%+3,18613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.140,922$8.5M<0.01%-2,02913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP143,777$8.47M0.01%-34,54213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC138,483$8.36M0.01%-3,95013F-HRTimelineGroup
Obsido Oy129,585$7.82M7.03%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,342$7.62M<0.01%13F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…115,415$6.97M0.17%-3,14913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC103,947$6.27M0.02%-17,28013F-HRTimeline
FORTE ASSET MANAGEMENT LLC100,179$6.05M3.21%-14,42513F-HRTimeline
Nova R Wealth, Inc.100,158$6.04M3.05%+25913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP97,019$5.86M0.01%+19,47713F-HRTimelineGroup
Farther Finance Advisors, LLC96,510$5.82M0.21%+4,73813F-HRTimeline
Parallel Advisors, LLC96,491$5.82M0.13%+6,84113F-HRTimeline
Sterneck Capital Management, LLC94,173$5.68M3.07%-54913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,965$5.67M<0.01%+2,29313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…91,251$5.51M<0.01%+3,01113F-HRTimelineGroup
Wescott Financial Advisory Group, LLC85,617$5.17M0.54%-1,78413F-HRTimeline
CWM, LLCin group CWM, LLC83,654$5.05M0.02%+71,83713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,637$4.63M0.01%-14,78913F-HR/ATimelineGroup
Quantinno Capital Management LP74,238$4.48M0.04%+65,01513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC73,127$4.42M<0.01%+2,66413F-HRTimelineGroup
Addison Advisors LLC71,791$4.33M1.21%-3,04313F-HRTimeline
Kingsview Wealth Management, LLC69,090$4.17M0.08%+1,00313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,407$4.07M0.22%-3,48113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…64,321$3.88M0.01%+33,17713F-HRTimeline
JFS WEALTH ADVISORS, LLC62,257$3.76M0.26%+1,04013F-HRTimeline
LifeGoal Investments, LLC60,087$3.63M3.93%13F-HRTimeline
Wealthspire Advisors, LLC57,115$3.45M0.03%-2,71113F-HRTimeline
Allworth Financial LP51,063$3.2M0.02%+1,61113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …52,466$3.15M0.17%+5,25013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC50,771$3.06M0.01%-86213F-HRTimelineGroup
KM Capital Management Ltd.50,265$3.03M1.57%+6,77513F-HRTimeline
RVW Wealth, LLC47,651$2.88M0.27%-28013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,407$2.8M<0.01%+12,91113F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC43,913$2.65M0.08%-3,67513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…41,611$2.51M0.42%-3,84013F-HRTimeline
Physician Wealth Advisors, Inc.40,187$2.43M0.41%+1,15213F-HRTimeline
Hobbs Group Advisors, LLC38,114$2.3M0.86%-4,76313F-HRTimeline
UBS Group AGin group UBS Group AG38,099$2.3M<0.01%-6,22113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS34,122$2.06M0.01%-55713F-HRTimeline
RHS Financial, LLC30,514$1.84M0.95%+4,45113F-HRTimeline
GSG Advisors LLC29,433$1.78M0.56%+3513F-HRTimeline
Hershey Financial Advisers, LLC27,866$1.68M1.48%13F-HRTimeline
MONECO ADVISORS, LLC27,342$1.65M0.17%+17913F-HR/ATimeline
Smith Salley Wealth Management25,814$1.56M0.1%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,100$1.45M<0.01%+10,20013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,730$1.43M0.05%013F-HRTimelineGroup
Betterment LLC23,171$1.4M<0.01%new13F-HRTimeline
Cetera Investment Advisers22,479$1.36M<0.01%+20413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,209$1.34M<0.01%+4,56813F-HRTimelineGroup
NewEdge Advisors, LLC21,414$1.29M0.01%+16,53213F-HRTimeline
Creative Planningin group Creative Planning21,097$1.27M<0.01%+1,05913F-HRTimelineGroup
Goodman Advisory Group, LLC20,950$1.26M0.37%-1,98713F-HRTimeline
Partners in Financial Planning20,477$1.24M0.25%-1,73213F-HRTimeline
Weil Company, Inc.18,708$1.13M0.39%+2,36313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,462$1.11M0.29%+5,73213F-HR/ATimeline
COMMONS CAPITAL, LLC17,743$1.07M0.97%new13F-HRTimeline
Planned Solutions, Inc.17,364$1.05M0.43%-60613F-HRTimeline
Advisory Services Network, LLC16,792$1.01M0.02%-8413F-HRTimeline
Kaydan Wealth Management, Inc.14,800$893K0.3%-1,19713F-HRTimeline
Quadrant Private Wealth Management, LLC13,432$811K0.2%+33313F-HRTimeline
Versant Capital Management, Inc12,962$782K0.17%+11,53913F-HRTimeline
Tranquility Partners, LLC12,615$761K0.29%-16813F-HRTimeline
Retirement Planning Group, LLC12,609$761K0.04%+3,61413F-HRTimeline
Private Advisor Group, LLC12,576$759K<0.01%-59913F-HRTimeline
Atria Investments, Inc12,442$751K0.01%013F-HRTimeline
Qube Research & Technologies Ltd12,186$735K<0.01%+11,86613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,611$640K<0.01%-1,27413F-HRTimelineGroup
Atlas Legacy Advisors, LLC10,503$634K0.15%13F-HRTimeline
Twelve Points Wealth Management LLC10,468$632K0.18%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,268$620K0.02%-67613F-HRTimelineGroup
Merriman Wealth Management, LLC10,046$606K0.03%-69413F-HRTimeline
Bellwether Advisors, LLC9,907$598K0.11%013F-HRTimeline
Parkside Financial Bank & Trust9,057$547K0.07%+2,30013F-HRTimeline
TAGStone Capital, Inc.8,800$531K0.26%+3013F-HRTimeline
Janney Montgomery Scott LLC8,544$516K<0.01%-4913F-HRTimeline
Snowden Capital Advisors LLC8,221$496K0.02%+1513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,118$490K0Timeline
FMR LLCin group FMR LLC7,841$473K<0.01%+2,40713F-HRTimelineGroup
&PARTNERS7,163$438K0.01%+1,89313F-HRTimeline
TOWNSQUARE CAPITAL LLC7,090$428K<0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,687$404K0.02%-2,86413F-HRTimeline
Ergawealth Advisors, Inc.6,666$402K0.2%-73813F-HRTimeline
Callan Capital, LLC6,478$391K0.03%+213F-HRTimeline
Capital Advisors, Ltd. LLC6,335$382K0.05%-2,31613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,291$380K<0.01%+54413F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…6,192$374K0.06%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,164$372K0.08%+56713F-HRTimeline
Merit Financial Group, LLC5,791$349K0.01%+2013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,676$343K<0.01%013F-HRTimelineGroup
Ledyard National Bank5,646$341K0.03%-7613F-HRTimeline
NorthRock Partners, LLC5,618$339K0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,576$337K0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.5,447$329K0.04%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,276$318K0.02%-4,63913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,266$318K<0.01%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,120$309K<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.4,946$298K0.21%13F-HRTimeline
JGP Wealth Management, LLC4,696$283K0.04%+25613F-HRTimeline
Signature Resources Capital Management,…4,682$283K0.25%013F-HRTimeline
MAI Capital Management4,639$280K<0.01%+4513F-HRTimeline
Steward Partners Investment Advisory, L…4,522$273K<0.01%013F-HRTimeline
Flagship Private Wealth, LLC4,327$261K0.13%+40513F-HRTimeline
ANDERSON HOAGLAND & CO4,197$260K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.4,257$257K0.02%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,246$256K0.05%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,151$250K<0.01%+16313F-HRTimeline
Aptus Capital Advisors, LLC4,141$250K<0.01%-1,26013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,995$241K0.02%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,879$234K-1,718Timeline
TWO SIGMA SECURITIES, LLC3,841$232K0.04%new13F-HRTimeline
Bouchey Financial Group, Ltd.3,745$226K0.02%-10013F-HRTimeline
WINCAP FINANCIAL LLC3,660$221K0.23%13F-HRTimeline
IHT Wealth Management, LLC3,591$217K0.01%-18813F-HRTimeline
Keystone Financial Group3,414$206K0.02%-1013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,821$170K0.03%+9113F-HRTimeline
Morse Asset Management, Inc2,664$161K0.04%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,571$155K0.2%-14713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,346$142K0.01%+613F-HRTimelineGroup
AdvisorNet Financial, Inc2,290$138K0.01%+813F-HRTimeline
Hemington Wealth Management2,117$127K0.03%013F-HRTimeline
Geneos Wealth Management Inc.1,677$101K<0.01%-34813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,561$94.2K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,529$92.3K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,527$92.2K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,496$90.3K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,488$89.8K<0.01%+1,37413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,185$71.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,164$70.5K0.01%-9313F-HRTimeline
ORG Partners LLC767$46.3K0.01%+113F-HRTimeline
MATHER GROUP, LLC.765$46.2K<0.01%-27813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC646$39K0.02%-5913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…599$37.5K<0.01%013F-HRTimeline
Integrity Financial Corp /WA591$35.7K0.02%013F-HRTimeline
Avalon Trust Co580$35K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC500$30.2K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC500$29.4K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV477$28.8K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC452$27.3K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC420$25.3K0.02%013F-HRTimeline
Alexis Investment Partners, LLC366$22.1K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…362$21.9K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC359$21.7K0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO342$20.6K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co335$20.2K<0.01%013F-HRTimeline
AE Wealth Management LLC329$19.9K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.319$19K0.01%new13F-HRTimeline
COMERICA BANK264$15.9K<0.01%-8313F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.210$12.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\167$10.1K<0.01%013F-HRTimelineGroup
2UniFi Bank163$9.84K0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/95$5.73K<0.01%013F-HRTimelineGroup
Realta Investment Advisors91$5.57K<0.01%-27113F-HRTimeline
Investors Research Corp86$5.19K<0.01%013F-HRTimeline
IFP Advisors, Inc62$3.74K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC50$3.02K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC49$2.97K<0.01%013F-HRTimeline
SYM FINANCIAL Corp38$2.29K<0.01%new13F-HRTimeline
Continuum Advisory, LLC24$1.45K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC21$1.27K<0.01%013F-HRTimeline
Avior Wealth Management, LLC15$905<0.01%new13F-HRTimeline