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Disclosery

LRGF ISHARES TR

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U S EQUITY FACTR (fund)

205 managers (207 13F filers) reported a position in LRGF shares at 2025-03-31, 34,339,791 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
205
13F filers
207
New
17
Added
78
Reduced
70
Sold out
12
Shares held by filers
34,339,791

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.3,726,234$216M12.63%+43,59613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,390,727$196M11.18%+41,21213F-HRTimeline
SigFig Wealth Management, LLC1,976,940$114M4.11%+3,37413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,884,073$109M21.03%+46,56713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,879,421$109M0.03%+28,88313F-HRTimelineGroup
Plancorp, LLC1,593,834$92.3M3.66%+78,00213F-HRTimeline
Ullmann Wealth Partners Group, LLC1,521,408$88.1M11.7%-18,47613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,241,063$71.8M0.01%-273,07113F-HRTimelineGroup
Integrated Wealth Concepts LLC1,112,960$64.4M0.75%+5,66813F-HRTimeline
Clearwater Capital Advisors, LLC1,060,880$61.4M5.93%+26,15513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC753,740$43.6M0.01%+680,61313F-HRTimelineGroup
Compound Planning, Inc.697,338$40.4M1.84%+76,95113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY686,577$39.7M<0.01%+17,56613F-HRTimelineGroup
Cardinal Point Capital Management ULC681,016$39.4M3.62%+5,85213F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC653,675$37.8M7.02%+136,79313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth519,509$30.1M0.08%+5,55513F-HR/ATimelineGroup
EWA, LLC489,646$28.3M10.53%+96,75413F-HRTimeline
CORA CAPITAL ADVISORS LLC482,805$27.9M13.4%+19,59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding456,692$26.4M+34,818Timeline
Pettinga Financial Advisors LLC454,532$26.3M6.19%+4,40513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding442,698$25.6M+30,161Timeline
Conrad Siegel Investment Advisors, Inc.411,094$23.8M6.11%+8,52013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC389,048$22.5M1.74%-29,10013F-HRTimeline
Beirne Wealth Consulting Services, LLC336,500$19.5M6.94%-1,04313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/312,086$18.1M<0.01%-64,42913F-HRTimelineGroup
Stokes Family Office, LLC287,295$16.6M1.87%-65,01013F-HRTimeline
Wade Financial Advisory, Inc257,225$14.9M5.1%+18,11413F-HRTimeline
Modern Wealth Management, LLC241,441$14M0.45%new13F-HR/ATimeline
LPL Financial LLC218,801$12.7M<0.01%+46,42113F-HRTimeline
Stonebridge Financial Group, LLC218,026$12.6M1.34%+68,40713F-HRTimeline
DDFG, Inc214,030$12.4M3.43%+60,22313F-HRTimeline
FOSTER & MOTLEY INC209,594$12.1M0.76%-3,28513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…208,283$12.1M0.02%-112,21613F-HRTimeline
Acropolis Investment Management, LLC207,869$12M0.71%-4,86513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,963$10.2M0.01%-122,79613F-HRTimeline
HighTower Advisors, LLC169,144$9.79M0.01%-10,01913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.162,618$9.41M0.02%+85,98113F-HRTimelineGroup
Family Capital Trust Co161,844$9.37M3.36%-7,60313F-HRTimeline
World Investment Advisors161,673$9.36M0.24%+67313F-HRTimeline
HB Wealth Management, LLC148,018$8.57M0.07%-4,00013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.144,893$8.39M0.22%-13,39313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.141,095$8.17M<0.01%+17313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC137,500$7.96M0.01%-98313F-HRTimelineGroup
Obsido Oy134,319$7.77M6.66%+4,73413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP131,563$7.61M0.01%-12,21413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…129,873$7.52M0.01%+38,62213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,259$6.79M<0.01%-9,08313F-HRTimelineGroup
LifeGoal Investments, LLC115,814$6.7M7.24%+55,72713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…112,160$6.49M0.17%-3,25513F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC109,217$6.32M3.18%+9,03813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106,108$6.1M0.01%+9,08913F-HR/ATimelineGroup
Nova R Wealth, Inc.100,379$5.81M2.88%+22113F-HRTimeline
Parallel Advisors, LLC99,754$5.77M0.13%+3,26313F-HRTimeline
Sterneck Capital Management, LLC93,814$5.43M2.94%-35913F-HRTimeline
CWM, LLCin group CWM, LLC93,284$5.4M0.02%+9,63013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,500$5.18M<0.01%-4,46513F-HR/ATimelineGroup
Farther Finance Advisors, LLC85,041$4.94M0.13%-11,46913F-HRTimeline
Wescott Financial Advisory Group, LLC83,789$4.85M0.5%-1,82813F-HRTimeline
Quantinno Capital Management LP82,774$4.79M0.03%+8,53613F-HRTimeline
ShoreHaven Wealth Partners, LLC80,960$4.69M2.24%-321,92813F-HRTimeline
Addison Advisors LLC69,296$4.01M1.09%-2,49513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC68,668$3.97M<0.01%+22,26113F-HRTimelineGroup
Kingsview Wealth Management, LLC67,972$3.93M0.07%-1,11813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,757$3.92M0.21%+35013F-HR/ATimelineGroup
KM Capital Management Ltd.52,627$3.05M1.64%+2,36213F-HRTimeline
Wealthspire Advisors, LLC52,270$3.03M0.02%-4,84513F-HRTimeline
RHS Financial, LLC51,824$3M1.68%+21,31013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC50,867$2.94M0.01%+9613F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …50,504$2.9M0.18%-1,96213F-HRTimelineGroup
Allworth Financial LP47,139$2.67M0.02%-3,92413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,517$2.63M<0.01%+43,98813F-HRTimelineGroup
RVW Wealth, LLC45,380$2.63M0.25%-2,27113F-HRTimeline
FLOW TRADERS U.S. LLC44,378$2.57M0.11%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,362$2.57M<0.01%new13F-HR/ATimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC43,421$2.51M0.08%-49213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…38,893$2.25M0.38%-2,71813F-HRTimeline
Physician Wealth Advisors, Inc.38,324$2.22M0.38%-1,86313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,763$2.19M0.01%+3,64113F-HRTimeline
UBS Group AGin group UBS Group AG36,827$2.13M<0.01%-1,27213F-HRTimelineGroup
Hobbs Group Advisors, LLC36,563$2.12M0.8%-1,55113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,266$2.04M<0.01%new13F-HR/ATimelineGroup
WIN ADVISORS, INC31,864$1.84M0.95%new13F-HRTimeline
GSG Advisors LLC29,463$1.66M0.54%+3013F-HRTimeline
Cambridge Investment Research Advisors,…28,588$1.66M0.01%-35,73313F-HRTimeline
MONECO ADVISORS, LLC27,416$1.59M0.16%+7413F-HR/ATimeline
Betterment LLC24,778$1.43M<0.01%+1,60713F-HRTimeline
GTS SECURITIES LLC24,741$1.43M0.06%new13F-HRTimeline
Smith Salley Wealth Management24,552$1.42M0.09%-1,26213F-HRTimeline
JFS WEALTH ADVISORS, LLC23,881$1.38M0.09%-38,37613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,862$1.32M<0.01%+65313F-HRTimelineGroup
Cetera Investment Advisers22,340$1.29M<0.01%-13913F-HRTimeline
Creative Planningin group Creative Planning21,437$1.24M<0.01%+34013F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC21,341$1.24M0.34%+2,87913F-HRTimeline
Goodman Advisory Group, LLC20,335$1.18M0.36%-61513F-HR/ATimeline
Partners in Financial Planning20,014$1.16M0.23%-46313F-HRTimeline
Advisory Services Network, LLC19,141$1.11M0.02%+2,34913F-HRTimeline
Planned Solutions, Inc.18,952$1.1M0.45%+1,58813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,900$1.04M<0.01%-6,20013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,632$1.02M0.04%-6,09813F-HRTimelineGroup
Weil Company, Inc.17,421$1.01M0.3%-1,28713F-HRTimeline
Intelligence Driven Advisers, LLC17,346$1M0.19%new13F-HRTimeline
MML INVESTORS SERVICES, LLC15,551$900K<0.01%-88,39613F-HRTimeline
NewEdge Advisors, LLC15,352$889K0.01%-6,06213F-HRTimeline
Quadrant Private Wealth Management, LLC14,554$842K0.21%+1,12213F-HRTimeline
Kaydan Wealth Management, Inc.13,940$807K0.26%-86013F-HRTimeline
Merit Financial Group, LLC13,897$804K0.01%+8,10613F-HRTimeline
Versant Capital Management, Inc12,962$750K0.13%013F-HRTimeline
Tranquility Partners, LLC12,615$730K0.28%013F-HRTimeline
Private Advisor Group, LLC12,579$728K<0.01%+313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,191$648K<0.01%new13F-HRTimelineGroup
Atlas Legacy Advisors, LLC10,503$626K0.16%013F-HRTimeline
FMR LLCin group FMR LLC10,672$618K<0.01%+2,83113F-HRTimelineGroup
Twelve Points Wealth Management LLC10,632$615K0.17%+16413F-HRTimeline
Bellwether Advisors, LLC10,222$588K0.12%+31513F-HRTimeline
Atria Investments, Inc10,134$587K0.01%-2,30813F-HRTimeline
Retirement Planning Group, LLC9,932$575K0.03%-2,67713F-HRTimeline
Snowden Capital Advisors LLC9,399$544K0.02%+1,17813F-HRTimeline
Sowell Financial Services LLC8,976$520K0.02%new13F-HRTimeline
TAGStone Capital, Inc.8,825$511K0.25%+2513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,584$497K0.01%-1,68413F-HRTimelineGroup
Janney Montgomery Scott LLC8,179$473K<0.01%-36513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,118$470K0.01%013F-HRTimelineGroup
&PARTNERS7,845$451K<0.01%+68213F-HRTimeline
Parkside Financial Bank & Trust7,721$447K0.06%-1,33613F-HRTimeline
Sterling Investment Counsel, LLC7,631$442K0.15%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC7,090$410K<0.01%013F-HRTimeline
Ergawealth Advisors, Inc.6,575$381K0.19%-9113F-HRTimeline
Callan Capital, LLC6,480$375K0.03%+213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,474$375K0.08%+31013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,362$368K<0.01%+7113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,347$367K0.01%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,192$358K0.06%013F-HRTimeline
Ledyard National Bank6,094$353K0.03%+44813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,846$338K<0.01%+5,34613F-HRTimeline
SFE Investment Counsel5,761$333K0.07%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,662$328K0.02%-1,02513F-HRTimeline
NorthRock Partners, LLC5,618$325K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,576$323K0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.5,447$315K0.03%013F-HRTimeline
JGP Wealth Management, LLC5,435$315K0.04%+73913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,315$308K<0.01%+4913F-HRTimeline
Capital Advisors, Ltd. LLC5,104$295K0.04%-1,23113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,045$292K<0.01%-7513F-HRTimelineGroup
L.K. Benson & Company, P.C.4,951$287K0.2%+513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,948$286K<0.01%-5,66313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,807$278K<0.01%+3,31913F-HRTimelineGroup
Signature Resources Capital Management,…4,682$271K0.23%013F-HRTimeline
MAI Capital Management4,568$264K<0.01%-7113F-HRTimeline
Flagship Private Wealth, LLC4,525$262K0.12%+19813F-HRTimeline
Steward Partners Investment Advisory, L…4,522$262K<0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,430$256K0.02%-84613F-HRTimeline
BOK Financial Private Wealth, Inc.4,257$246K0.02%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,246$246K0.05%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,151$240K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,140$240K<0.01%-113F-HRTimeline
COMMONS CAPITAL, LLC4,061$235K0.22%-13,68213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,995$231K0.02%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors3,878$224K0.02%-113F-HRTimelineGroup
Bouchey Financial Group, Ltd.3,745$217K0.02%013F-HRTimeline
ANDERSON HOAGLAND & CO4,197$216K0.03%013F-HRTimeline
IHT Wealth Management, LLC3,534$205K0.01%-5713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,827$164K0.04%+613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,571$149K0.2%013F-HRTimeline
Morse Asset Management, Inc2,500$145K0.04%-16413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,352$136K0.01%+613F-HRTimelineGroup
AdvisorNet Financial, Inc2,296$133K0.01%+613F-HRTimeline
Hemington Wealth Management2,117$122K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,677$97.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,561$94.2K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,527$88.4K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,496$86.6K0.04%013F-HRTimeline
Sunbelt Securities, Inc.1,137$65.8K0.01%-2713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,109$64.2K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL891$51.6K<0.01%-29413F-HRTimeline
Smartleaf Asset Management LLC801$46.1K<0.01%+78013F-HRTimeline
MATHER GROUP, LLC.765$44.3K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC647$37.5K0.02%+113F-HRTimeline
Integrity Financial Corp /WA591$34.2K0.02%013F-HRTimeline
Avalon Trust Co580$33.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV477$27.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC452$26.2K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC420$24.3K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…362$21K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC359$20.8K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO342$19.8K<0.01%013F-HRTimelineGroup
Caldwell Trust Co335$19.4K<0.01%013F-HRTimeline
AE Wealth Management LLC325$18.8K<0.01%-413F-HRTimeline
ORG Partners LLC316$18.4K<0.01%-45113F-HRTimeline
HAZLETT, BURT & WATSON, INC.308$18K0.01%-1113F-HRTimeline
COMERICA BANK264$15.3K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.210$12.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\193$11.2K<0.01%+2613F-HRTimelineGroup
2UniFi Bank163$10.1K0.01%013F-HRTimeline
Realta Investment Advisors143$8.3K<0.01%+5213F-HRTimeline
IFP Advisors, Inc142$8.22K<0.01%+8013F-HRTimeline
Nova Wealth Management, Inc.135$7.81K0.01%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/95$5.5K<0.01%013F-HRTimelineGroup
Investors Research Corp86$4.98K<0.01%013F-HRTimeline
Cheviot Value Management, LLC40$2.34K<0.01%new13F-HRTimeline
Continuum Advisory, LLC24$1.39K<0.01%013F-HRTimeline