iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Equity / EXCHANGE TRADED PRODUCT
Symbol
SVAL
Shares outstanding
4,247,942
Price per share
$36.08
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,075,219
Total reported value
$103,053,625
% of total 13F portfolios
0%
Share change
+80,400
Value change
+$2,818,209
Number of holders
40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MONEY CONCEPTS CAPITAL CORP 53% +4.3% $72,610,748 +$2,107,021 2,259,905 +3% MONEY CONCEPTS CAPITAL CORP 30 Jun 2025

As of 30 Sep 2025, 40 institutional investors reported holding 3,075,219 shares of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL). This represents 72% of the company’s total 4,247,942 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MONEY CONCEPTS CAPITAL CORP 54% 2,298,704 +1.7% 4.8% $77,029,575
TRUIST FINANCIAL CORP 4% 171,400 +0.05% 0.01% $5,743,607
TOCQUEVILLE ASSET MANAGEMENT L.P. 3.2% 134,140 +1241% 0.07% $4,495,031
BANK OF AMERICA CORP /DE/ 1.7% 70,501 -54% 0% $2,362,488
CITADEL ADVISORS LLC 0.88% 37,560 0% $1,258,636
ENVESTNET ASSET MANAGEMENT INC 0.84% 35,789 -0.16% 0% $1,199,298
LPL Financial LLC 0.8% 33,892 +2.9% 0% $1,135,736
Mariner, LLC 0.77% 32,553 +9.5% 0% $1,090,843
Prepared Retirement Institute LLC 0.65% 27,732 +20% 0.48% $929,285
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.58% 24,443 -34% 0% $819,085
ROYAL BANK OF CANADA 0.57% 24,385 +46% 0% $817,000
Global Assets Advisory, LLC 0.54% 22,920 +21% 0.23% $768,039
Tower Research Capital LLC (TRC) 0.48% 20,539 +12% 0.02% $688,262
Well Done, LLC 0.46% 19,603 -0.16% 0.11% $656,884
Private Advisor Group, LLC 0.37% 15,901 +25% 0% $532,832
NovaPoint Capital, LLC 0.31% 12,990 +21% 0.11% $435,295
RAYMOND JAMES FINANCIAL INC 0.28% 11,687 -1.4% 0% $391,635
COMMONWEALTH EQUITY SERVICES, LLC 0.26% 11,230 +0.06% 0% $376,000
TWO SIGMA INVESTMENTS, LP 0.21% 8,900 -73% 0% $298,239
Orion Porfolio Solutions, LLC 0.2% 8,548 0% $286,446
INSIGNEO ADVISORY SERVICES, LLC 0.19% 7,927 0.02% $265,634
MORGAN STANLEY 0.19% 7,864 0% 0% $263,522
Chicago Partners Investment Group LLC 0.17% 7,064 +0.57% 0.01% $238,327
Sanctuary Advisors, LLC 0.16% 6,888 0% $230,817
Dynamic Financial Group 0.15% 6,490 -6% 0.19% $217,476

Institutional Holders of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 97,192 $3,353,076 -$82,581,910 $34.33 15
2025 Q3 3,075,219 $103,053,625 +$2,818,209 $33.51 40
2025 Q2 2,994,819 $93,028,194 +$2,501,909 $31.05 36
2025 Q1 2,837,857 $85,140,283 +$1,919,512 $30.00 37
2024 Q4 3,160,846 $102,905,614 +$10,101,036 $32.48 39
2024 Q3 2,860,974 $93,082,145 +$66,516,504 $32.20 31
2024 Q2 809,657 $23,679,701 -$19,610,797 $29.20 31
2024 Q1 1,142,964 $36,367,405 -$13,049,835 $30.62 29
2023 Q4 1,015,103 $31,260,802 +$3,697,597 $30.80 32
2023 Q3 895,949 $23,649,816 +$1,836,003 $26.40 26
2023 Q2 826,344 $22,055,117 -$13,393,675 $26.69 27
2023 Q1 1,328,477 $35,303,355 -$22,519,337 $26.61 35
2022 Q4 2,150,018 $60,512,204 +$3,964,932 $28.14 38
2022 Q3 1,994,825 $51,442,000 -$9,590,699 $25.67 33
2022 Q2 2,827,100 $75,523,000 -$13,738,802 $26.72 32
2022 Q1 3,255,043 $99,955,840 +$19,822,220 $30.71 39
2021 Q4 2,542,518 $81,309,973 +$7,534,996 $31.98 27
2021 Q3 2,308,528 $69,209,081 -$3,840,115 $29.98 21
2021 Q2 2,433,139 $74,743,997 +$16,218,204 $30.72 24
2021 Q1 1,905,302 $58,359,121 +$39,145,197 $30.63 17
2020 Q4 627,360 $15,431,000 +$15,431,000 $24.61 5