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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,098
shares
|
$234,872
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,064
shares
|
$233,747
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
6,490
shares
|
$214,754
0.19% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,667
shares
|
$154,431
0.01% of portfolio
|
Q3 2025
Reduced 31.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,930
shares
|
$130,043
0.0% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,820
shares
|
$60,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,778
shares
|
$58,834
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,300
shares
|
$43,017
0.01% of portfolio
|
Q1 2023
Added 15.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
705
shares
|
$23,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
434
shares
|
$14,361
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
310
shares
|
$10,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
254
shares
|
$8,404
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
95
shares
|
$3,143
0.0% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
92
shares
|
$3,044
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
80
shares
|
$2,647
0.0% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
53
shares
|
$1,753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
50
shares
|
$1,654
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|