ISHARES TR U S EQUITY FACTR is a security (CUSIP 46434V282) tracked across SEC portfolio filings. 254 institutional managers reported $2.8B on Form 13F as of 2026-06-30.
Showing 15 of 254 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | LONG BEACH, CA | $273.9M | 3,621,832 |
| Strategic Financial Services, Inc, | UTICA, NY | $263.4M | 3,990,874 |
| SigFig Wealth Management, LLC | SAN FRANCISCO, CA | $220.0M | 2,927,890 |
| Annex Advisory Services, LLC | ELM GROVE, WI | $214.8M | 2,839,647 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $190.0M | 2,879,070 |
| Plancorp, LLC | Saint Louis, MO | $158.7M | 2,091,989 |
| Tolleson Wealth Management, Inc. | DALLAS, TX | $154.2M | 2,336,066 |
| Clearwater Capital Advisors, LLC | HOFFMAN ESTATES, IL | $86.9M | 1,149,647 |
| Ullmann Wealth Partners Group, LLC | JACKSONVILLE BEACH, FL | $76.8M | 1,163,663 |
| Modern Wealth Management, LLC | KANSAS CITY, MO | $69.8M | 1,051,355 |
| Compound Planning, Inc. | NEW YORK, NY | $59.1M | 781,052 |
| Cardinal Point Capital Management, ULC | TORONTO, Z4 | $55.7M | 736,666 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $52.9M | 698,956 |
| Kestra Investment Management, LLC | AUSTIN, TX | $49.7M | 656,588 |
| Integrated Wealth Concepts LLC | WALTHAM, MA | $44.6M | 676,047 |