# ISHARES TR (SVAL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SVAL/

- Reporting holders: 2
- Reported value: $2.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.9M | 44,588 | 0.4% | 3 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $211.5K | 5,119 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $2.1M |
| Q2 2026 | 46 | $146.2M |
| Q1 2026 | 35 | $122.2M |
| Q4 2025 | 31 | $21.3M |
| Q3 2025 | 40 | $112.6M |
| Q2 2025 | 36 | $93.5M |
| Q1 2025 | 38 | $94.7M |
| Q4 2024 | 41 | $102.9M |
| Q3 2024 | 31 | $93.1M |
| Q2 2024 | 31 | $23.7M |
| Q1 2024 | 29 | $36.9M |
| Q4 2023 | 32 | $31.5M |