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 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $111 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 |
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
9,947
shares
|
$298,211
0.01% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,809
shares
|
$234,113
0.0% of portfolio
|
Q4 2024
Reduced 67.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,098
shares
|
$212,798
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,065
shares
|
$211,808
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,982
shares
|
$209,320
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,759
shares
|
$202,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,107
shares
|
$153,107
0.0% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,915
shares
|
$57,411
0.0% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$38,974
0.01% of portfolio
|
Q1 2023
Added 15.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
705
shares
|
$21,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
429
shares
|
$12,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
251
shares
|
$7,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
112
shares
|
$3,357
0.0% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
90
shares
|
$2,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
82
shares
|
$2,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
55
shares
|
$1,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
50
shares
|
$1,499
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|