Funds holding iShares US Equity Factor ETF
ISIN US46434V2824 · United States
- Fund holders
- 2
- Of which ETFs
- 2 0 other funds
- Value held
- 18.6M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Frontier Asset U.S. Large Cap Equity ETF ADVISORS' INNER CIRCLE FUND II | 200,671 | 15.3M $ | 19.02 % | as of Jul 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 43,508 | 3.3M $ | 0.47 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Frontier Asset U.S. Large Cap Equity ETF ADVISORS' INNER CIRCLE FUND II | 19.02 % | as of Jul 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 0.47 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 2 | -1 | 244,179 | +5.2 % |
| 2026Q2 | 3 | +2 | 232,181 | +40.8 % |
| 2026Q1 | 1 | 0 | 164,883 | +363.3 % |
| 2024Q3 | 1 | 0 | 35,592 | +24,616.7 % |
| 2024Q2 | 1 | 144 |
Institutional managers
242 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Strategic Financial Services, Inc. | 3,990,874 | 263.4M $ | as of Mar 31, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,626,489 | 239.3M $ | as of Mar 31, 2026 |
| SigFig Wealth Management, LLC | 2,891,969 | 190.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,879,070 | 190M $ | as of Mar 31, 2026 |
| Plancorp, LLC | 1,980,357 | 135.9M $ | as of Mar 31, 2026 |
| Annex Advisory Services, LLC | 1,361,862 | 89.9M $ | as of Mar 31, 2026 |
| Ullmann Wealth Partners Group, LLC | 1,163,663 | 76.8M $ | as of Mar 31, 2026 |
| Clearwater Capital Advisors, LLC | 1,128,442 | 74.5M $ | as of Mar 31, 2026 |
| Modern Wealth Management, LLC | 1,051,355 | 69.8M $ | as of Mar 31, 2026 |
| Kestra Investment Management, LLC | 964,191 | 63.6M $ | as of Mar 31, 2026 |
| Compound Planning, Inc. | 778,056 | 51.4M $ | as of Mar 31, 2026 |
| Cardinal Point Capital Management ULC | 731,889 | 48.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 704,890 | 46.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 689,544 | 44.2M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 676,047 | 44.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 658,586 | 43.5M $ | as of Mar 31, 2026 |
| Conrad Siegel Investment Advisors, Inc. | 533,205 | 35.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 531,388 | 35.1M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 527,707 | 34.8M $ | as of Mar 31, 2026 |
| CORA CAPITAL ADVISORS LLC | 474,684 | 31.3M $ | as of Mar 31, 2026 |
| Pettinga Financial Advisors LLC | 415,915 | 27.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 399,316 | 26.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 376,529 | 24.9M $ | as of Mar 31, 2026 |
| Acropolis Investment Management, LLC | 357,549 | 23.6M $ | as of Mar 31, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 285,753 | 18.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares US Equity Factor ETF". https://titelia.com/en/stocks/ishares-us-equity-factor-etf-US46434V2824