iSHARES TRUST - SVAL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,828,726 | 118,199 | 5.48% | 5.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 179,896 | 7,516 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prepared Retirement Institute LLC | History | No change | 48,177 | 2,013 | 0.86% | 0.86% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 47,577 | 1,988 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,747 | 1,744 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 36,300 | 1,516 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,961 | 1,460 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 32,508 | 1,358 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 28,898 | 1,215 | 0.27% | 0.27% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apeiron RIA LLC | History | No change | 24,271 | 1,014 | 0.26% | 0.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 19,508 | 815 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Well Done, LLC | History | No change | 17,604 | 735 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,408 | 518 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NovaPoint Capital, LLC | History | No change | 12,218 | 510 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 11,204 | 468 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 9,174 | 383 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,197 | 303 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,920 | 289 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 6,012 | 251 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Financial Group | History | No change | 6,009 | 251 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 5,845 | 244 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 5,542 | 231 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,253 | 219 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 5,090 | 212 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 5,119 | 211 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,869 | 78 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,820 | 76 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,770 | 73 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 1,323 | 55 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,300 | 54 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 893 | 37 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 570 | 23 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 540 | 22 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 350 | 14 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 295 | 12 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 284 | 11 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 168 | 7 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 63 | 2 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 67 | 2 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |