# ISHARES TR U S EQUITY FACTR

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.

## Summary

- Issuer: ISHARES TR
- Class: U S EQUITY FACTR
- CUSIP: 46434V282
- 13F holders: 254
- 13F value: $2.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 254 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [HALBERT HARGROVE GLOBAL ADVISORS, LLC](https://search.stillhousedata.com/firm/105515) | LONG BEACH, CA | $273.9M | 3,621,832 |
| [Strategic Financial Services, Inc,](https://search.stillhousedata.com/firm/109677) | UTICA, NY | $263.4M | 3,990,874 |
| [SigFig Wealth Management, LLC](https://search.stillhousedata.com/firm/158823) | SAN FRANCISCO, CA | $220.0M | 2,927,890 |
| [Annex Advisory Services, LLC](https://search.stillhousedata.com/firm/127987) | ELM GROVE, WI | $214.8M | 2,839,647 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $190.0M | 2,879,070 |
| [Plancorp, LLC](https://search.stillhousedata.com/firm/106599) | Saint Louis, MO | $158.7M | 2,091,989 |
| Tolleson Wealth Management, Inc. | DALLAS, TX | $154.2M | 2,336,066 |
| [Clearwater Capital Advisors, LLC](https://search.stillhousedata.com/firm/139886) | HOFFMAN ESTATES, IL | $86.9M | 1,149,647 |
| [Ullmann Wealth Partners Group, LLC](https://search.stillhousedata.com/firm/316697) | JACKSONVILLE BEACH, FL | $76.8M | 1,163,663 |
| [Modern Wealth Management, LLC](https://search.stillhousedata.com/firm/324624) | KANSAS CITY, MO | $69.8M | 1,051,355 |
| [Compound Planning, Inc.](https://search.stillhousedata.com/firm/17178) | NEW YORK, NY | $59.1M | 781,052 |
| [Cardinal Point Capital Management, ULC](https://search.stillhousedata.com/firm/140619) | TORONTO, Z4 | $55.7M | 736,666 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $52.9M | 698,956 |
| [Kestra Investment Management, LLC](https://search.stillhousedata.com/firm/317711) | AUSTIN, TX | $49.7M | 656,588 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $44.6M | 676,047 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46434v282.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.