13F Insight
DOSSIER · 13F Holders · Q1 2026
SVAL

ISHARES TR

37 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E536·37 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$121M
visible holders
Holders
37
filers reporting
Concentration
81.78%
MONEY CONCEPTS CAPITAL CORP #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported SVAL in Q1 2026. MONEY CONCEPTS CAPITAL CORP leads at 81.8% 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
$99M2.8M5.47%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M159K0.00%Q1 202603
TOCQUEVILLE ASSET MANAGEMENT L.P.
CIK 0000883961
$5M132K0.07%Q1 202604
LPL Financial LLC
CIK 0001403438
$2M58K0.00%Q1 202605
Prepared Retirement Institute LLC
CIK 0002056037
$2M43K0.77%Q1 202606
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$1M36K0.00%Q1 202607
Mariner, LLC
CIK 0001373442
$1M33K0.00%Q1 202608
Apeiron RIA LLC
CIK 0001801846
$1M24K0.26%Q2 202609
Well Done, LLC
CIK 0001667132
$636K18K0.09%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$608K17K0.00%Q1 202611
NovaPoint Capital, LLC
CIK 0001815025
$529K15K0.14%Q4 202512
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$446K12K0.00%Q1 202613
OpenArc Corporate Advisory, LLC
CIK 0002111345
$403K11K0.01%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$360K10K0.00%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$310K9K0.00%Q1 202616
Chicago Partners Investment Group LLC
CIK 0001563525
$278K7K0.01%Q1 202617
Sanctuary Advisors, LLC
CIK 0001777271
$249K7K0.00%Q1 202618
Dynamic Financial Group
CIK 0002061178
$216K6K0.18%Q1 202619
COLTON GROOME FINANCIAL ADVISORS, LLC
CIK 0001780330
$214K5K0.05%Q2 202620
MORGAN STANLEY
CIK 0000895421
$210K6K0.00%Q1 2026
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