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 $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,259,905
shares
|
$70.9 Million
5.05% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$15.2 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
314,640
shares
|
$9.88 Million
0.07% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
171,306
shares
|
$5.38 Million
0.01% of portfolio
|
Q2 2025
Added 69.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
152,447
shares
|
$4.79 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
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,648
shares
|
$1.53 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
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 385.48%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
35,847
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 37.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
33,300
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
32,924
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,738
shares
|
$933,475
0.0% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
23,188
shares
|
$727,871
0.42% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
19,635
shares
|
$616,342
0.12% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
18,928
shares
|
$594,149
0.23% of portfolio
|
Q2 2025
Reduced 63.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
18,385
shares
|
$577,105
0.02% of portfolio
|
Q2 2025
Added 73.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,679
shares
|
$523,553
0.0% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,756
shares
|
$400,410
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,853
shares
|
$372,065
0.0% of portfolio
|
Q2 2025
Reduced 63.68%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,223
shares
|
$352,289
0.0% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
10,758
shares
|
$337,693
0.11% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$313,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,865
shares
|
$246,882
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
|
$222,806
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,024
shares
|
$220,483
0.01% of portfolio
|
Q2 2025
Added 0.56%
|