Public ownership evidence

iShares U.S. Equity Factor ETF (LRGF) Ownership Disclosures

Read LRGF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Equity Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
21,611
Value (USD)
$1,634,410
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read LRGF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read LRGF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2821,611$1,634,410None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,972$149,142None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,972$130,152None
Strategic Financial Services, Inc.2026-06-302026-08-253,975,040$300,632,310None
Kingsview Wealth Management, LLC2026-06-302026-08-2071,199$5,384,780None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,830$214,033None
JDM Financial Group LLC2026-06-302026-08-19289$21,857None
KM Capital Management Ltd.2026-06-302026-08-1889,411$6,762,154None
Corient Private Wealth LP2026-06-302026-08-1822,884$1,724,309None
Equitable Holdings, Inc.2026-06-302026-08-189,918$750,084None
Modern Wealth Management, LLC2026-06-302026-08-151,810,836$136,953,506None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-153,151$238,285None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-15263$19,891None
Ameritas Advisory Services, LLC2026-06-302026-08-1518,009$1,362,021None
Bellwether Advisors, LLC2026-06-302026-08-1511,266$852,014None
Western Wealth Management, LLC2026-06-302026-08-153,058$231,286None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1538,911$2,942,839None
Stonebrook Private Inc.2026-06-302026-08-155,794$438,230None
Foundations Investment Advisors, LLC2026-06-302026-08-158,154$616,687None
Foundations Investment Advisors, LLC2026-06-302026-08-152,736$206,932None
Qube Research & Technologies Ltd2026-06-302026-08-1518,036$1,364,063None
OSAIC HOLDINGS, INC.2026-06-302026-08-15890$67,321None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,151$918,980None
OSAIC HOLDINGS, INC.2026-06-302026-08-15391,257$29,590,653None
Betterment LLC2026-06-302026-08-1523,701$1,793,000None
JANE STREET GROUP, LLC2026-06-302026-08-158,460$639,830None
Obsido Oy2026-06-302026-08-15172,107$13,016,452None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1525,198$1,905,725None
Waverly Advisors, LLC2026-06-302026-08-156,478$489,931None
&PARTNERS2026-06-302026-08-1510,400$786,399None
Thrivent Financial for Lutherans2026-06-302026-08-1518,947$1,433,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15145,208$10,790,410None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15332$25,109None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15591,709$45,039,275None
MAI Capital Management2026-06-302026-08-156,117$462,639None
Cerity Partners LLC2026-06-302026-08-1534,293$2,593,554None
Cerity Partners LLC2026-06-302026-08-1515,651$1,183,668None
Cerity Partners LLC2026-06-302026-08-1513,862$1,048,383None
Alvarez & Marsal Private Wealth Partners, LLC2026-06-302026-08-154,387$331,789None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-153,280$248,066None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15137,607$10,407,217None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-159,426$712,862None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1579,770$6,033,001None
ROYAL BANK OF CANADA2026-06-302026-08-1515,984$1,209,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,110$160,000None
ROYAL BANK OF CANADA2026-06-302026-08-1563,448$4,799,000None
ROYAL BANK OF CANADA2026-06-302026-08-15924$70,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,835$517,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-156,475$489,695None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-1543,508$2,871,528None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Strategic Financial Services, Inc. ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗JDM Financial Group LLC ↗KM Capital Management Ltd. ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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