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 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,298,704
shares
|
$75.9 Million
5.15% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$16 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
314,640
shares
|
$10.4 Million
0.07% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
171,400
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
152,447
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2025
Added 28.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,648
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
37,052
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 385.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
35,789
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
33,300
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
32,924
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,738
shares
|
$981,354
0.0% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
27,732
shares
|
$915,156
0.48% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
22,920
shares
|
$756,360
0.23% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
19,603
shares
|
$646,899
0.11% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
18,385
shares
|
$606,705
0.02% of portfolio
|
Q2 2025
Added 73.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,679
shares
|
$550,407
0.0% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
12,990
shares
|
$428,670
0.11% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,756
shares
|
$420,948
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,853
shares
|
$391,149
0.0% of portfolio
|
Q2 2025
Reduced 63.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,230
shares
|
$370,590
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$330,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,865
shares
|
$259,545
0.0% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,098
shares
|
$234,234
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,064
shares
|
$233,112
0.01% of portfolio
|
Q3 2025
Added 0.57%
|