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 31 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,020,107
shares
|
$66.1 Million
5.21% of portfolio
|
Q3 2024
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
483,601
shares
|
$15.8 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
280,297
shares
|
$9.17 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
97,058
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
83,899
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,648
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
45,516
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 26.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
33,469
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
32,700
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
28,281
shares
|
$925,354
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
24,954
shares
|
$816,494
0.15% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,051
shares
|
$786,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
19,560
shares
|
$640,003
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,941
shares
|
$619,749
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,124
shares
|
$429,417
0.0% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,065
shares
|
$427,486
0.0% of portfolio
|
Q3 2024
Added 55.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,890
shares
|
$356,320
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,166
shares
|
$267,191
0.01% of portfolio
|
Q3 2024
Reduced 70.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,764
shares
|
$254,038
0.0% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,098
shares
|
$232,246
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,067
shares
|
$231,232
0.0% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,982
shares
|
$228,451
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,107
shares
|
$167,101
0.0% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,657
shares
|
$54,217
0.0% of portfolio
|
Q3 2024
Added 78.94%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,300
shares
|
$42,536
0.01% of portfolio
|
Q1 2023
Added 15.56%
|