ISHARES TR

Historical 13F Holders

Symbol
SVAL
CUSIP
46436E536
All holders as of
Q2 2026
Type
Equity
Class
US SML CP VALUE
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 46436E536 since 12/18/2024, newest first.

Filer % of Class Filed
Money Concepts Capital Corp 13G 59.7% 5/1/2026
Event 1/12/2026
Money Concepts Capital Corp 13G/A Amendment 4 <0.1% 2/10/2026
Event 10/22/2025
Money Concepts Capital Corp 13G/A Amendment 3 53.2% 8/18/2025
Event 6/30/2025
Money Concepts Capital Corp 13G/A Amendment 2 51.0% 5/7/2025
Event 3/31/2025
Money Concepts Capital Corp 13G/A Amendment 1 47.6% 2/13/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 2 49.7 k $2.07 M
2026 Q2 44 3.45 M $144 M
2026 Q1 36 3.40 M $122 M
2025 Q4 31 620 k $21.3 M
2025 Q3 41 3.39 M $113 M
2025 Q2 38 3.01 M $93.5 M
2025 Q1 39 3.16 M $94.7 M
2024 Q4 42 3.16 M $103 M
2024 Q3 32 2.86 M $93.1 M
2024 Q2 33 817 k $23.9 M
2024 Q1 32 1.16 M $36.9 M
2023 Q4 34 1.02 M $31.5 M
2023 Q3 28 896 k $23.6 M
2023 Q2 29 826 k $22.1 M
2023 Q1 36 1.33 M $35.3 M
2022 Q4 41 2.15 M $60.5 M
2022 Q3 36 1.99 M $51.4 M
2022 Q2 34 2.83 M $75.5 M
2022 Q1 41 3.26 M $100 M
2021 Q4 32 2.57 M $81.7 M
2021 Q3 22 2.31 M $69.2 M
2021 Q2 25 2.43 M $74.7 M
2021 Q1 18 1.91 M $58.4 M
2020 Q4 7 641 k $15.8 M