Institutional Ownership Ishares Tr Us Small Cap Value (SVAL)
This table provides information about the institutional ownership of Ishares Tr Us Small Cap Value (SVAL). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 3.8 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,194,327
shares
|
$68.7 Million
5.29% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$15.1 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
314,640
shares
|
$9.85 Million
0.07% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
171,306
shares
|
$5.37 Million
0.01% of portfolio
|
Q2 2025
Added 69.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
118,595
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
76,247
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
50,000
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,648
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
35,847
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 37.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
32,638
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
31,635
shares
|
$990,808
0.0% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
28,500
shares
|
$892,620
0.0% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,814
shares
|
$777,174
0.0% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
23,188
shares
|
$726,248
0.42% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
19,635
shares
|
$614,968
0.12% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
18,928
shares
|
$592,824
0.23% of portfolio
|
Q2 2025
Reduced 63.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,819
shares
|
$432,811
0.0% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,787
shares
|
$400,488
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,223
shares
|
$351,504
0.0% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,157
shares
|
$349,437
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
10,758
shares
|
$336,940
0.11% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,580
shares
|
$331,365
0.01% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,632
shares
|
$239,034
0.0% of portfolio
|
Q1 2025
Reduced 47.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,563
shares
|
$236,873
0.0% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,098
shares
|
$222,309
0.0% of portfolio
|
Q3 2024
Added 0.04%
|