ISHARES TR (SVAL)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
46
Reporting holders
$144.4M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $144.4M | 3,455,846 | 12 | 7 | 10 | 0.0% |
| Q1 2026 | 35 | $122.2M | 3,400,552 | 10 | 7 | 8 | 0.0% |
| Q4 2025 | 31 | $21.3M | 619,715 | 2 | 11 | 9 | 0.0% |
| Q3 2025 | 39 | $112.2M | 3,382,908 | 6 | 13 | 8 | 0.0% |
| Q2 2025 | 35 | $93.2M | 3,000,276 | 2 | 17 | 9 | 0.0% |
| Q1 2025 | 37 | $94.3M | 3,144,030 | 3 | 11 | 9 | 0.0% |
| Q4 2024 | 39 | $102.5M | 3,148,027 | 10 | 15 | 5 | 0.0% |
| Q3 2024 | 30 | $92.7M | 2,847,850 | 6 | 11 | 8 | 0.0% |
| Q2 2024 | 30 | $23.3M | 795,427 | 5 | 11 | 10 | 0.0% |
| Q1 2024 | 27 | $17.4M | 567,211 | 0 | 6 | 11 | 0.0% |
| Q4 2023 | 31 | $31.0M | 1,008,010 | 6 | 8 | 10 | 0.0% |
| Q3 2023 | 26 | $23.3M | 881,670 | 2 | 12 | 4 | 0.0% |
| Q2 2023 | 26 | $21.4M | 803,156 | 0 | 11 | 8 | 0.0% |
| Q1 2023 | 29 | $33.4M | 1,255,996 | 7 | 11 | 7 | 0.0% |
| Q4 2022 | 29 | $53.0M | 1,884,565 | 2 | 5 | 11 | 0.0% |
| Q3 2022 | 34 | $51.4M | 1,994,990 | 6 | 9 | 9 | 0.0% |
| Q2 2022 | 33 | $75.5M | 2,827,265 | 5 | 9 | 9 | 0.0% |
| Q1 2022 | 40 | $100.0M | 3,255,208 | 15 | 13 | 6 | 0.0% |
| Q4 2021 | 27 | $81.7M | 2,555,014 | 8 | 8 | 6 | 0.0% |
| Q3 2021 | 21 | $69.2M | 2,308,528 | 3 | 7 | 9 | 0.0% |
| Q2 2021 | 24 | $74.7M | 2,433,139 | 11 | 9 | 1 | 0.0% |
| Q1 2021 | 17 | $58.4M | 1,905,302 | 13 | 3 | 1 | 0.0% |
| Q4 2020 | 5 | $15.8M | 641,173 | 5 | 0 | 0 | 0.0% |