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 44 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,298,704
shares
|
$76.1 Million
5.15% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$16 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
314,640
shares
|
$10.4 Million
0.07% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
171,400
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
134,140
shares
|
$4.44 Million
0.07% of portfolio
|
Q3 2025
Added 1241.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
70,501
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,648
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
37,560
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
35,789
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
33,892
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
32,553
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
27,732
shares
|
$917,651
0.48% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
24,443
shares
|
$808,818
0.0% of portfolio
|
Q3 2025
Reduced 34.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,385
shares
|
$806,899
0.0% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
22,920
shares
|
$758,422
0.23% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
20,539
shares
|
$679,635
0.02% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
19,603
shares
|
$648,663
0.11% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,901
shares
|
$526,164
0.0% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
12,990
shares
|
$429,839
0.11% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,687
shares
|
$386,722
0.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,230
shares
|
$371,600
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,900
shares
|
$294,501
0.0% of portfolio
|
Q3 2025
Reduced 73.27%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
8,548
shares
|
$282,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
7,927
shares
|
$262,304
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,865
shares
|
$260,252
0.0% of portfolio
|
Q2 2025
Added 11.32%
|
|