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 30 institutions that hold shares in the stock, with a total of 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$15.4 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
91,258
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
75,520
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
49,224
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
Ewg Elevate Inc.
|
Jul 15, 2024 Q2 2024 |
39,650
shares
|
$1.27 Million
0.45% of portfolio
|
Q2 2024
Added 7.75%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
35,952
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 183.4%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
29,878
shares
|
$953,406
0.0% of portfolio
|
Q2 2024
Reduced 33.31%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
28,919
shares
|
$922,805
0.0% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
27,968
shares
|
$892,458
0.01% of portfolio
|
Q2 2024
Added 181.77%
|
|
Well Done, LLC
|
Jul 18, 2024 Q2 2024 |
26,091
shares
|
$832,563
0.16% of portfolio
|
Q2 2024
Reduced 20.58%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
23,044
shares
|
$735,334
0.0% of portfolio
|
Q2 2024
Added 105.58%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
18,872
shares
|
$602,205
0.0% of portfolio
|
Q2 2024
Added 14.27%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
14,230
shares
|
$454,079
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
10,884
shares
|
$347,308
0.0% of portfolio
|
Q2 2024
Reduced 33.41%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
10,791
shares
|
$344,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
8,402
shares
|
$268,107
0.0% of portfolio
|
Q2 2024
Reduced 80.08%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
7,552
shares
|
$240,984
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
7,460
shares
|
$238,048
0.0% of portfolio
|
Q1 2024
Added 11.86%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,095
shares
|
$226,401
0.0% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
6,934
shares
|
$221,263
0.01% of portfolio
|
Q2 2024
Added 0.74%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
5,470
shares
|
$174,547
0.02% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,350
shares
|
$138,808
0.0% of portfolio
|
Q2 2024
Reduced 13.86%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
3,182
shares
|
$101,537
0.07% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,100
shares
|
$67,011
0.0% of portfolio
|
Q2 2024
Added 209900.0%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
1,300
shares
|
$41,483
0.01% of portfolio
|
Q1 2023
Added 15.56%
|