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 41 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
6,902
shares
|
$234,529
0.21% of portfolio
|
Q2 2025
Reduced 37.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,782
shares
|
$230,452
0.01% of portfolio
|
Q2 2025
Reduced 33.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,595
shares
|
$156,138
0.0% of portfolio
|
Q2 2025
Reduced 32.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,751
shares
|
$59,498
0.0% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,300
shares
|
$44,173
0.01% of portfolio
|
Q1 2023
Added 15.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
705
shares
|
$23,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
689
shares
|
$23,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
432
shares
|
$14,679
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
310
shares
|
$10,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
253
shares
|
$8,596
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
95
shares
|
$3,228
0.0% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
90
shares
|
$3,058
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
52
shares
|
$1,766
0.0% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
50
shares
|
$1,698
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|