iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL)

Historical Holders from Q4 2020 to Q3 2025

Symbol
SVAL
Type / Class
Equity / EXCHANGE TRADED PRODUCT
Shares outstanding
4.25M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
3.07M
Holdings value
$103M
% of all portfolios
0.001%
Grand Portfolio weight change
+0%
Number of holders
39
Number of buys
23
Number of sells
-11
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MONEY CONCEPTS CAPITAL CORP 53.2% +4.31% $72.6M $2.11M 2.26M +2.99% MONEY CONCEPTS CAPITAL CORP 30 Jun 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 3.07M $103M +$2.59M $33.51 39
2025 Q2 2.99M $93M +$2.5M $31.05 36
2025 Q1 2.84M $85.1M +$1.92M $30.01 37
2024 Q4 3.16M $103M +$10.1M $32.48 39
2024 Q3 2.86M $93.1M +$66.5M $32.20 31
2024 Q2 810K $23.7M -$19.6M $29.20 31
2024 Q1 1.14M $36.4M -$13M $30.62 29
2023 Q4 1.02M $31.3M +$3.7M $30.80 32
2023 Q3 896K $23.6M +$1.84M $26.40 26
2023 Q2 826K $22.1M -$13.4M $26.69 27
2023 Q1 1.33M $35.3M -$22.5M $26.61 35
2022 Q4 2.15M $60.5M +$3.96M $28.14 38
2022 Q3 1.99M $51.4M -$9.59M $25.67 33
2022 Q2 2.83M $75.5M -$13.7M $26.72 32
2022 Q1 3.26M $100M +$19.8M $30.71 39
2021 Q4 2.54M $81.3M +$7.53M $31.98 27
2021 Q3 2.31M $69.2M -$3.84M $29.98 21
2021 Q2 2.43M $74.7M +$16.2M $30.72 24
2021 Q1 1.91M $58.4M +$39.1M $30.63 17
2020 Q4 627K $15.4M +$15.4M $24.61 5