Q4 2021 13F Holders as of 31 Dec 2021
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Type / Class
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Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
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4,247,942
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Number of holders
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27
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Total 13F shares, excl. options
-
2,542,518
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Shares change
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+233,150
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Total reported value, excl. options
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$81,309,973
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Value change
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+$7,534,996
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Number of buys
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17
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Number of sells
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-10
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Price
-
$31.98
Significant Holders of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) as of Q4 2021
31 filings reported holding SVAL - iSHARES TRUST - EXCHANGE TRADED PRODUCT as of Q4 2021.
iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,542,518 shares
of 4,247,942 outstanding shares and own 59.85% of the company stock.
Largest 10 shareholders include Requisite Capital Management, LLC (944,926 shares), Capital Planning Advisors, LLC (567,590 shares), BT Wealth Management LLC (451,969 shares), MANCHESTER FINANCIAL INC (165,854 shares), LPL Financial LLC (107,682 shares), RAYMOND JAMES & ASSOCIATES (56,377 shares), OLD MISSION CAPITAL LLC (38,442 shares), Raymond James Financial Services Advisors, Inc. (37,180 shares), BANK OF AMERICA CORP /DE/ (25,106 shares), and Avidian Wealth Solutions, LLC (16,779 shares).
This table shows the top 27 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.