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Ishares Focused Value Factor (F4FF)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
DECREASED
Shares1,183 from 1,358
Change-175 (-13%)
Value$84.7K (-$13.1K)
Filed 2025-11-14
IFP Advisors, Inc
INCREASED
Shares151 from 101
Change+50 (+50%)
Value$11.1K (+$3.8K)
Filed 2026-02-06
LPL Financial LLC
CLOSED
Shares0 from 73,410
Change-73,410 (-100%)
Value$0 (-$5.3M)
Filed 2025-11-12
Citadel Advisors LLC
CLOSED
Shares0 from 46,188
Change-46,188 (-100%)
Value$0 (-$3.3M)
Filed 2025-11-14
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 16,318
Change-16,318 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 14,661
Change-14,661 (-100%)
Value$0 (-$1.1M)
Filed 2025-11-14
Equitable Holdings, Inc.
CLOSED
Shares0 from 13,255
Change-13,255 (-100%)
Value$0 (-$954.2K)
Filed 2025-11-14
Sigma Planning Corp
CLOSED
Shares0 from 12,046
Change-12,046 (-100%)
Value$0 (-$867.2K)
Filed 2025-11-10
CWM, LLC
CLOSED
Shares0 from 5,657
Change-5,657 (-100%)
Value$0 (-$407)
Filed 2025-10-15
Arkadios Wealth Advisors
CLOSED
Shares0 from 5,026
Change-5,026 (-100%)
Value$0 (-$361.8K)
Filed 2025-10-29
M.E. Allison & Co., Inc.
CLOSED
Shares0 from 4,870
Change-4,870 (-100%)
Value$0 (-$350.6K)
Filed 2025-10-08
Saxony Capital Management, LLC
CLOSED
Shares0 from 4,305
Change-4,305 (-100%)
Value$0 (-$309.9K)
Filed 2025-10-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 3,461
Change-3,461 (-100%)
Value$0 (-$249)
Filed 2025-10-22
Raymond James Financial Inc
CLOSED
Shares0 from 3,349
Change-3,349 (-100%)
Value$0 (-$241.1K)
Filed 2025-11-14
Bank of America Corp
CLOSED
Shares0 from 1,563
Change-1,563 (-100%)
Value$0 (-$112.5K)
Filed 2026-02-03
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$51.3K)
Filed 2025-11-06
Harbour Investments, Inc.
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$27.4K)
Filed 2025-11-12
Morgan Stanley
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$25.8K)
Filed 2026-05-27
Principal Securities, Inc.
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$20.1K)
Filed 2025-11-12
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
DECREASED1,1831,358-175-13%$97.8K$84.7K-$13.1K2025-11-14
IFP Advisors, Inc
INCREASED151101+50+50%$7.3K$11.1K+$3.8K2026-02-06
LPL Financial LLC
CLOSED073,410-73,410-100%$5.3M$0-$5.3M2025-11-12
Citadel Advisors LLC
CLOSED046,188-46,188-100%$3.3M$0-$3.3M2025-11-14
Tower Research Capital LLC (TRC)
CLOSED016,318-16,318-100%$1.2M$0-$1.2M2025-11-14
Susquehanna International Group, LLP
CLOSED014,661-14,661-100%$1.1M$0-$1.1M2025-11-14
Equitable Holdings, Inc.
CLOSED013,255-13,255-100%$954.2K$0-$954.2K2025-11-14
Sigma Planning Corp
CLOSED012,046-12,046-100%$867.2K$0-$867.2K2025-11-10
CWM, LLC
CLOSED05,657-5,657-100%$407$0-$4072025-10-15
Arkadios Wealth Advisors
CLOSED05,026-5,026-100%$361.8K$0-$361.8K2025-10-29
M.E. Allison & Co., Inc.
CLOSED04,870-4,870-100%$350.6K$0-$350.6K2025-10-08
Saxony Capital Management, LLC
CLOSED04,305-4,305-100%$309.9K$0-$309.9K2025-10-21
Commonwealth Equity Services, LLC
CLOSED03,461-3,461-100%$249$0-$2492025-10-22
Raymond James Financial Inc
CLOSED03,349-3,349-100%$241.1K$0-$241.1K2025-11-14
Bank of America Corp
CLOSED01,563-1,563-100%$112.5K$0-$112.5K2026-02-03
Ameritas Advisory Services, LLC
CLOSED0713-713-100%$51.3K$0-$51.3K2025-11-06
Harbour Investments, Inc.
CLOSED0380-380-100%$27.4K$0-$27.4K2025-11-12
Morgan Stanley
CLOSED0358-358-100%$25.8K$0-$25.8K2026-05-27
Principal Securities, Inc.
CLOSED0279-279-100%$20.1K$0-$20.1K2025-11-12
Proequities, Inc.
N/A—00—$0———
Showing 20 of 20 institutions