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
$36.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
619,715
Total reported value
$21,291,766
% of total 13F portfolios
0%
Share change
-2,455,504
Value change
-$82,163,878
Number of holders
30
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 0.01% -100% $1,168,703 -$80,368,669 32,392 -99% MONEY CONCEPTS CAPITAL CORP 22 Oct 2025

As of 31 Dec 2025, 30 institutional investors reported holding 619,715 shares of iSHARES TRUST - EXCHANGE TRADED PRODUCT (SVAL). This represents 15% 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 15% 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
TOCQUEVILLE ASSET MANAGEMENT L.P. 3.1% 133,234 -0.68% 0.07% $4,573,923
BANK OF AMERICA CORP /DE/ 3% 129,286 +83% 0% $4,438,371
RAYMOND JAMES FINANCIAL INC 1.6% 67,227 +475% 0% $2,307,886
LPL Financial LLC 0.91% 38,757 +14% 0% $1,330,530
Prepared Retirement Institute LLC 0.85% 36,225 +31% 0.63% $1,243,607
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.78% 32,978 +35% 0% $1,132,135
Mariner, LLC 0.77% 32,676 +0.38% 0% $1,121,764
Global Assets Advisory, LLC 0.59% 24,943 +8.8% 0.24% $856,295
ROYAL BANK OF CANADA 0.58% 24,658 +1.1% 0% $847,000
Well Done, LLC 0.42% 17,880 -8.8% 0.09% $613,821
NovaPoint Capital, LLC 0.36% 15,397 +19% 0.14% $528,579
Orion Porfolio Solutions, LLC 0.26% 10,869 +27% 0% $373,148
COMMONWEALTH EQUITY SERVICES, LLC 0.22% 9,495 -15% 0% $325,970
GOLDMAN SACHS GROUP INC 0.21% 8,950 0% $307,254
MORGAN STANLEY 0.19% 7,864 0% 0% $269,972
Chicago Partners Investment Group LLC 0.17% 7,149 +1.2% 0.01% $261,926
Sanctuary Advisors, LLC 0.16% 6,835 -0.77% 0% $234,646
Dynamic Financial Group 0.14% 6,002 -7.5% 0.18% $206,045
TD Waterhouse Canada Inc. 0.04% 1,820 0% 0% $62,462
US BANCORP \DE\ 0.04% 1,778 0% 0% $61,038
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% 1,711 0% $58,742
Westside Investment Management, Inc. 0.03% 1,300 0% 0.01% $44,629
OSAIC HOLDINGS, INC. 0.03% 1,223 -69% 0% $41,984
Crews Bank & Trust 0.02% 705 0% 0% $24,203
NATIONAL BANK OF CANADA /FI/ 0.01% 310 0% 0% $10,639

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 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