iShares Focused Value FactorFOVLETF
13F holders, Q4 2024 (December 31)20holders +3
2new positions
1sold out
1famous investor
$69.97avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding iShares Focused Value Factor (FOVL) in their 13F filings, up 3 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Retirement Capital Strategies ($4.5M), LPL Financial LLC ($2.9M) and Citadel Advisors ($2.6M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $741K |
| Exits | 1 | $3K |
All 13F filers, Q3 2024 → Q4 2024: 15,822 shares bought and 19,306 shares sold, net −3,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Retirement Capital Strategies | 1.69% | Add +0.8% | 63,916 | $4.5M |
| LPL Financial LLC | 0.00% | Add +3.2% | 41,243 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -8.6% | 36,974 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.4% | 21,654 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -41.2% | 8,501 | $595K |
| OneDigital Investment Advisors LLC | 0.01% | New | 7,065 | $494K |
| Cwm, LLC | 0.00% | No change | 5,698 | $399K |
| M.E. Allison & Co., Inc. | 0.38% | — | 4,870 | $341K |
| Osaic Holdings, Inc. | 0.00% | Add +140.8% | 4,458 | $312K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.0% | 4,128 | $289K |
| Arkadios Wealth Advisors | 0.01% | Add +8.5% | 3,760 | $263K |
| Cetera Investment Advisers | 0.00% | New | 3,529 | $247K |
| Equitable Holdings, Inc. | 0.00% | Add +13.0% | 3,467 | $243K |
| Raymond James Financial Inc. | 0.00% | — | 3,150 | $220K |
| Bank of America Corp. | 0.00% | No change | 1,818 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.4% | 1,802 | $126K |
| Harbour Investments, Inc. | 0.00% | No change | 380 | $27K |
| Morgan Stanley | 0.00% | Reduce -62.1% | 363 | $25K |
| Principal Securities, Inc. | 0.00% | Reduce -3.8% | 279 | $20K |
| UBS Group AG | 0.00% | Reduce -97.8% | 19 | $1K |
"% of holder's portfolio" is FOVL's weight in each manager's 13F, not the share of iShares Focused Value Factor the manager owns.