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 21 institutions that hold shares in the stock, with a total of 163,858 shares, which have been reported (via 13F filing form) to have a value of $11.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
73,410
shares
|
$5.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,541
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
12,046
shares
|
$868,155
0.03% of portfolio
|
Q2 2025
Added 58.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,842
shares
|
$709,312
0.01% of portfolio
|
Q1 2025
Added 183.88%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
6,000
shares
|
$432,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,657
shares
|
$407,699
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,026
shares
|
$362,223
0.01% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,884
shares
|
$351,989
0.0% of portfolio
|
Q1 2025
Reduced 86.79%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
4,870
shares
|
$350,980
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
4,305
shares
|
$310,261
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,283
shares
|
$308,675
0.0% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,461
shares
|
$249,434
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,883
shares
|
$207,777
0.0% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,818
shares
|
$131,023
0.0% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
713
shares
|
$51,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
380
shares
|
$27,386
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
359
shares
|
$25,873
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
279
shares
|
$20,107
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
101
shares
|
$7,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|