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 $112 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
|
$65.3 Million
5.29% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$14.4 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
314,640
shares
|
$9.37 Million
0.07% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
118,595
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
100,894
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
76,247
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
52,086
shares
|
$1.55 Million
0.28% of portfolio
|
Q1 2025
Added 154.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
50,000
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,648
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
32,638
shares
|
$971,959
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
31,635
shares
|
$942,090
0.0% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
28,500
shares
|
$848,730
0.0% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,145
shares
|
$778,598
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,814
shares
|
$738,960
0.0% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
23,753
shares
|
$707,364
0.13% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
22,048
shares
|
$656,589
0.42% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,819
shares
|
$411,529
0.0% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,787
shares
|
$380,796
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
12,746
shares
|
$379,575
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,157
shares
|
$332,255
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
11,053
shares
|
$329,158
0.33% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,580
shares
|
$315,072
0.01% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
10,145
shares
|
$302,118
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
8,785
shares
|
$261,617
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,632
shares
|
$227,280
0.0% of portfolio
|
Q1 2025
Reduced 47.05%
|