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 45 institutions that hold shares in the stock, with a total of 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$62.5 Million
5.29% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$13.8 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
314,640
shares
|
$8.97 Million
0.07% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
106,210
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
100,894
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
76,247
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
52,086
shares
|
$1.48 Million
0.28% of portfolio
|
Q1 2025
Added 154.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
50,000
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,648
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
42,735
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 27.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
33,148
shares
|
$944,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
28,500
shares
|
$812,250
0.0% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,145
shares
|
$745,132
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
23,753
shares
|
$676,960
0.13% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
22,048
shares
|
$628,368
0.42% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,565
shares
|
$614,602
0.0% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,414
shares
|
$410,799
0.0% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,820
shares
|
$365,370
0.0% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,787
shares
|
$364,429
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,571
shares
|
$329,773
0.0% of portfolio
|
Q4 2024
Reduced 74.58%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Apr 09, 2025 Q4 2024 |
11,381
shares
|
$324,358
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,147
shares
|
$317,689
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,104
shares
|
$316,464
0.0% of portfolio
|
Q4 2024
Added 43.02%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,586
shares
|
$301,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
10,145
shares
|
$289,132
0.01% of portfolio
|
Q4 2024
New holding
|