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 3.77 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,563
shares
|
$226,663
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
|
$212,727
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,065
shares
|
$211,738
0.0% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,985
shares
|
$209,340
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,295
shares
|
$188,661
0.0% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,915
shares
|
$57,392
0.0% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,300
shares
|
$38,961
0.01% of portfolio
|
Q1 2023
Added 15.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
705
shares
|
$21,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
600
shares
|
$17,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
429
shares
|
$12,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
310
shares
|
$9,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
251
shares
|
$7,522
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
112
shares
|
$3,356
0.0% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
85
shares
|
$2,547
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
50
shares
|
$1,498
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|