Institutional Ownership Ishares Tr Focused Value Facto (FOVL)
This table provides information about the institutional ownership of Ishares Tr Focused Value Facto (FOVL). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 215,639 shares, which have been reported (via 13F filing form) to have a value of $15.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
63,916
shares
|
$4.7 Million
1.74% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
40,433
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
39,948
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,656
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,175
shares
|
$675,188
0.02% of portfolio
|
Q3 2024
Reduced 39.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,501
shares
|
$625,588
0.01% of portfolio
|
Q4 2024
Reduced 41.21%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,698
shares
|
$419,315
0.0% of portfolio
|
Q4 2021
Added 18.71%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
4,870
shares
|
$358,383
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,128
shares
|
$303,779
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,760
shares
|
$276,698
0.02% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,150
shares
|
$231,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,067
shares
|
$225,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,026
shares
|
$149,093
0.0% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,818
shares
|
$133,786
0.0% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
959
shares
|
$70,572
0.0% of portfolio
|
Q3 2024
Added 95800.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
875
shares
|
$64,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
380
shares
|
$27,964
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
279
shares
|
$20,531
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|