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 22 institutions that hold shares in the stock, with a total of 218,697 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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
41,243
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,974
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,654
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,501
shares
|
$624,483
0.01% of portfolio
|
Q4 2024
Reduced 41.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,065
shares
|
$518,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,698
shares
|
$418,575
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
|
$357,750
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,128
shares
|
$303,242
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,760
shares
|
$276,209
0.02% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,529
shares
|
$259,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,467
shares
|
$254,685
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,150
shares
|
$231,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,026
shares
|
$148,829
0.0% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,818
shares
|
$133,550
0.0% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,802
shares
|
$132,374
0.0% of portfolio
|
Q4 2024
Reduced 80.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
380
shares
|
$27,914
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
363
shares
|
$26,665
0.0% of portfolio
|
Q4 2024
Reduced 62.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
279
shares
|
$20,495
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19
shares
|
$1,395
0.0% of portfolio
|
Q4 2024
Reduced 97.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|