iShares Trust - iShares U.S. Equity Factor ETF
US ˙ ARCA ˙ US46434V2824

SecurityLRGF / iShares Trust - iShares U.S. Equity Factor ETF
InstitutionPlanned Solutions, Inc.
Latest Disclosed Ownership16,454 shares
Latest Disclosed Value $ 1,085,984
Planned Solutions, Inc. reports 2.67% increase in ownership of LRGF / iShares Trust - iShares U.S. Equity Factor ETF

On April 9, 2026 - Planned Solutions, Inc. filed a 13F-HR form disclosing ownership of 16,454 shares of iShares Trust - iShares U.S. Equity Factor ETF (US:LRGF) valued at $1,085,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 16,026 shares of iShares Trust - iShares U.S. Equity Factor ETF. This represents a change in shares of 2.67% during the quarter. The current value of the position is $1,231,253 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 16,454 428 2.67 1,086 -2.43 0.3554
2026-01-28 2025-12-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 16,026 -2,820 -14.96 1,113 -14.53 0.3569
2025-10-23 2025-09-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 18,846 -339 -1.77 1,302 5.77 0.4477
2025-07-29 2025-06-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 19,185 233 1.23 1,230 12.23 0.4681
2025-04-09 2025-03-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 18,952 1,588 9.15 1,097 4.68 0.4442
2025-01-17 2024-12-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 17,364 -606 -3.37 1,048 -0.85 0.4228
2024-10-09 2024-09-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 17,970 2,275 14.50 1,056 20.82 0.4239
2024-07-24 2024-06-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 15,695 492 3.24 874 6.85 0.4231
2024-04-26 2024-03-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 15,203 399 2.70 818 14.57 0.4014
2024-01-18 2023-12-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 14,804 1,170 8.58 715 21.02 0.3345
2024-02-07 2023-09-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 13,634 -563 -3.97 591 -6.65 0.3551
2023-07-11 2023-06-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 14,197 401 2.91 633 10.68 0.3739
2023-04-12 2023-03-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 13,796 -70 -0.50 572 5.74 0.3623
2023-01-25 2022-12-31 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 13,866 164 1.20 541 8.87 0.3962
2022-10-20 2022-09-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 13,702 51 0.37 496 -4.06 0.4143
2022-07-14 2022-06-30 13F ISHARES U.S. EQUITY FACTOR ETF ETF 46434V282 13,651 922 7.24 517 -8.66 0.4831
2022-04-08 2022-03-31 13F ISHARES MSCI USA MULTIFACTOR ETF ETF 46434V282 12,729 -81 -0.63 566 -5.03 0.3950
2022-02-03 2021-12-31 13F ISHARES MSCI USA MULTIFACTOR ETF ETF 46434V282 12,810 799 6.65 596 15.95 0.3988
2021-07-21 2021-06-30 13F ISHARES MSCI USA MULTIFACTOR ETF ETF 46434V282 12,011 1,346 12.62 514 18.71 0.3555
2021-04-29 2021-03-31 13F ISHARES MSCI USA MULTIFACTOR ETF ETF 46434V282 10,665 1,342 14.39 433 23.36 0.3381
2021-01-29 2020-12-31 13F ISHARES MSCI USA MULTIFACTOR ETF ETF 46434V282 9,323 -88 -0.94 351 12.50 0.2811
2020-11-06 2020-09-30 13F ISHARES MSCI USA MULTIFACTOR ETF ETF 46434V282 9,411 9,411 312 0.3048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.