ISHARES TR

Historical 13F Holders

Symbol
SVAL
CUSIP
46436E536
All holders as of
Q3 2026
Type
Equity
Class
US SML CP VALUE
Reported Value, Excluding Options
Total Shares Held, Excluding Options
Total Filers

13D/G Filers

Each filer's latest filing for 46436E536 since 12/18/2024, largest first.

Filer % of Class Filed
Money Concepts Capital Corp 13G/A 44.5% 11/13/2026
Event 9/1/2026

13F Holders by Quarter

Period Filers Shares, Excl. Options Value, Excl. Options
2026 Q3 33 2.14 M $88.5M
2026 Q2 45 3.51 M $147M
2026 Q1 38 3.50 M $126M
2025 Q4 32 686 k $23.6M
2025 Q3 41 3.42 M $114M
2025 Q2 38 3.03 M $94.1M
2025 Q1 40 3.19 M $95.7M
2024 Q4 43 3.20 M $104M
2024 Q3 33 2.89 M $93.9M
2024 Q2 32 810 k $23.7M
2024 Q1 30 1.14 M $36.4M
2023 Q4 33 1.02 M $31.3M
2023 Q3 28 896 k $23.6M
2023 Q2 29 826 k $22.1M
2023 Q1 36 1.33 M $35.3M
2022 Q4 41 2.15 M $60.5M
2022 Q3 36 1.99 M $51.4M
2022 Q2 34 2.83 M $75.5M
2022 Q1 41 3.26 M $100M
2021 Q4 30 2.56 M $81.3M
2021 Q3 22 2.31 M $69.2M
2021 Q2 25 2.43 M $74.7M
2021 Q1 18 1.91 M $58.4M
2020 Q4 6 627 k $15.4M