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 19 institutions that hold shares in the stock, with a total of 212,538 shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
63,441
shares
|
$4.61 Million
1.7% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
40,433
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
39,948
shares
|
$2.9 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
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,460
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,175
shares
|
$666,563
0.02% of portfolio
|
Q3 2024
Reduced 39.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,698
shares
|
$413,959
0.0% of portfolio
|
Q4 2021
Added 18.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,971
shares
|
$288,493
0.0% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,466
shares
|
$251,804
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,067
shares
|
$222,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,851
shares
|
$134,475
0.0% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,818
shares
|
$132,077
0.0% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
959
shares
|
$69,671
0.0% of portfolio
|
Q3 2024
Added 95800.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
875
shares
|
$63,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
380
shares
|
$27,607
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
290
shares
|
$21,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
50
shares
|
$3,632
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
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|