13F Insight
DOSSIER · 13F Holders · Q2 2026
SVAL

ISHARES TR

46 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E536·46 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$146M
visible holders
Holders
46
filers reporting
Concentration
81.18%
MONEY CONCEPTS CAPITAL CORP #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported SVAL in Q2 2026. MONEY CONCEPTS CAPITAL CORP leads at 81.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$118M2.8M5.48%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M180K0.00%Q2 202603
B.A. Schrock Wealth Management, Inc.
CIK 0002157691
$2M60K0.91%Q3 202604
Prepared Retirement Institute LLC
CIK 0002056037
$2M48K0.86%Q2 202605
LPL Financial LLC
CIK 0001403438
$2M48K0.00%Q2 202606
Apeiron RIA LLC
CIK 0001801846
$2M45K0.42%Q3 202607
CITADEL ADVISORS LLC
CIK 0001423053
$2M42K0.00%Q2 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M36K0.00%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M35K0.00%Q2 202610
Mariner, LLC
CIK 0001373442
$1M33K0.00%Q2 202611
Global Assets Advisory, LLC
CIK 0001942932
$1M29K0.27%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$815K20K0.00%Q2 202613
Well Done, LLC
CIK 0001667132
$643K16K0.09%Q3 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$518K12K0.00%Q2 202615
NovaPoint Capital, LLC
CIK 0001815025
$511K12K0.11%Q2 202616
OpenArc Corporate Advisory, LLC
CIK 0002111345
$463K11K0.01%Q3 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$383K9K0.00%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$310K9K0.00%Q1 202619
Chicago Partners Investment Group LLC
CIK 0001563525
$303K7K0.01%Q2 202620
Sanctuary Advisors, LLC
CIK 0001777271
$289K7K0.00%Q2 2026
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