Latest Period
Q1 2026
Security Snapshot
iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) Institutional Ownership
CUSIP: 46436E536
13F Institutional Holders and Ownership History from Q4 2020 to Q2 2026
Institutions Reporting
36
Shares (Excl. Options)
3,400,604
Price
$35.94
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- Security type / class
- Equity / EXCHANGE TRADED PRODUCT
- Symbol
- SVAL
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,400,604
- Total 13F value
- $122,229,981
- Portfolio coverage rank
- 0%
- Share change
- +2,780,969
- Value change
- +$100,065,903
- Number of holders
- 36
- Shares outstanding
- 4,247,942
- SEC-reported price per share
- $42.11
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SVAL - iSHARES TRUST - EXCHANGE TRADED PRODUCT is tracked under CUSIP 46436E536.
- 36 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 36 to 15 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $122,229,981 to $4,742,925.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 36 institutions filings for Q1 2026.
Security key
46436E536
Latest holder period
Q1 2026
13F holders
36
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46436E536:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SVAL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 0.01% | -100% | $1,168,703 | -$80,368,669 | 32,392 | -99% | MONEY CONCEPTS CAPITAL CORP | 22 Oct 2025 |
As of 31 Mar 2026, 36 institutional investors reported holding 3,400,604 shares of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL). This represents 80% of the company’s total 4,247,942 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
80%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 65% | 2,753,087 | 5.5% | $98,938,771 | |
| BANK OF AMERICA CORP /DE/ | 3.7% | 158,826 | +23% | 0% | $5,707,715 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 3.1% | 131,534 | -1.3% | 0.07% | $4,726,990 |
| LPL Financial LLC | 1.4% | 58,200 | +50% | 0% | $2,091,545 |
| Prepared Retirement Institute LLC | 1% | 43,165 | +19% | 0.77% | $1,551,251 |
| TWO SIGMA INVESTMENTS, LP | 0.85% | 36,300 | 0% | $1,304,528 | |
| Mariner, LLC | 0.78% | 32,962 | +0.88% | 0% | $1,184,578 |
| Apeiron RIA LLC | 0.71% | 30,110 | 0.25% | $1,082,075 | |
| CITADEL ADVISORS LLC | 0.65% | 27,741 | 0% | $996,939 | |
| Well Done, LLC | 0.42% | 17,700 | -1% | 0.09% | $636,092 |
| ROYAL BANK OF CANADA | 0.4% | 16,930 | -31% | 0% | $608,000 |
| NovaPoint Capital, LLC | 0.39% | 16,571 | +7.6% | 0.15% | $595,519 |
| RAYMOND JAMES FINANCIAL INC | 0.29% | 12,408 | -82% | 0% | $445,897 |
| OpenArc Corporate Advisory, LLC | 0.26% | 11,204 | 0.01% | $402,643 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.24% | 10,013 | +5.5% | 0% | $359,860 |
| JANE STREET GROUP, LLC | 0.2% | 8,624 | 0% | $309,924 | |
| Chicago Partners Investment Group LLC | 0.17% | 7,172 | +0.32% | 0.01% | $278,429 |
| Sanctuary Advisors, LLC | 0.16% | 6,920 | +1.2% | 0% | $248,687 |
| Dynamic Financial Group | 0.14% | 6,005 | +0.05% | 0.18% | $215,811 |
| MORGAN STANLEY | 0.14% | 5,845 | -26% | 0% | $210,062 |
| TD Waterhouse Canada Inc. | 0.04% | 1,820 | 0% | 0% | $65,902 |
| US BANCORP \DE\ | 0.04% | 1,778 | 0% | 0% | $63,897 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.03% | 1,309 | -23% | 0% | $47,451 |
| Westside Investment Management, Inc. | 0.03% | 1,300 | 0% | 0.01% | $46,719 |
| OSAIC HOLDINGS, INC. | 0.03% | 1,223 | 0% | 0% | $43,953 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
23
Latest
Q1 2026
Rows shown
1-23 of 23
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 113,264 | $4,742,925 | +$1,562,047 | $41.79 | 15 |
| 2026 Q1 | 3,400,604 | $122,229,981 | +$100,065,903 | $35.94 | 36 |
| 2025 Q4 | 619,715 | $21,291,766 | -$82,163,878 | $34.33 | 30 |
| 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 |