iShares Focused Value FactorFOVLETF

13F holders, Q1 2024 (March 31)
12holders
1famous investor
$63.08avg. 13F price*

At the end of Q1 2024, 12 institutions reported holding iShares Focused Value Factor (FOVL) in their 13F filings. The largest holders were LPL Financial LLC ($2.3M), Citadel Advisors ($1.6M) and Susquehanna International Group, LLP ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Focused Value Factor
CUSIP
46435U333
Latest filing quarter
Q3 2025

History

Number of 13F holders

05101520 Q1 2024: 12Q1 2024Q2 2024: 13Q2 2024Q3 2024: 17Q3 2024Q4 2024: 20Q4 2024Q1 2025: 17Q1 2025Q2 2025: 19Q2 2025Q3 2025: 2Q3 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$116
Exits2$99K

Ownership 12 holders

LPL Financial LLC 0.00% Add +132.1% 36,977 $2.3M
Citadel Advisors 0.00% Reduce -16.1% 25,528 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -4.3% 19,198 $1.2M
Scotia Capital Inc. 0.01% Reduce -37.0% 15,971 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.4% 14,522 $916K
Tower Research Capital LLC (TRC) 0.02% Add +96.2% 12,263 $774K
Cwm, LLC 0.00% No change 5,698 $360K
Bank of America Corp. 0.00% No change 2,722 $172K
Osaic Holdings, Inc. 0.00% Reduce -4.0% 1,874 $118K
TD Waterhouse Canada Inc. 0.00% No change 1,750 $108K
Harbour Investments, Inc. 0.00% No change 380 $24K
Morgan Stanley 0.00% New 1 $116

"% of holder's portfolio" is FOVL's weight in each manager's 13F, not the share of iShares Focused Value Factor the manager owns.