Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
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4,247,942
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Number of holders
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37
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Total 13F shares, excl. options
-
2,837,857
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Shares change
-
+67,898
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Total reported value, excl. options
-
$85,140,283
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Value change
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+$1,919,512
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Number of buys
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16
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Number of sells
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14
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Price
-
$30.00
Institutional Holders of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) as of Q1 2025
As of 31 Mar 2025 iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL) had 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,837,857 shares of stock of the company.
Largest 10 holders included MONEY CONCEPTS CAPITAL CORP, Sanctuary Advisors, LLC, BANK OF AMERICA CORP /DE/, TRUIST FINANCIAL CORP, Global Assets Advisory, LLC, GOLDMAN SACHS GROUP INC, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, TWO SIGMA INVESTMENTS, LP, and ENVESTNET ASSET MANAGEMENT INC.
This table shows 38 institutional shareholders of the security as of 31 Mar 2025.
| 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.