IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares US Small Cap VAL FAC (SVAL)

CUSIP: 46436E536 | NYSE | 112 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

B.A. Schrock Wealth Management, Inc.59,666
0.9% of portfolio›$2.5M
Apeiron RIA LLC44,588
0.4% of portfolio›$1.9M
Global Assets Advisory, LLC31,051
0.3% of portfolio›$1.3M
NovaPoint Capital, LLC24,017
0.2% of portfolio›$992.4K
Well Done, LLC15,552
0.1% of portfolio›$642.6K
OpenArc Corporate Advisory, LLC11,204
0.0% of portfolio›$463.0K
Commonwealth Equity Services, LLC9,181
0.0% of portfolio›$379.4K
Chicago Partners Investment Group LLC7,240
0.0% of portfolio›$311.6K
Dynamic Financial Group6,015
0.2% of portfolio›$248.5K
J.W. Cole Advisors, Inc.5,649
0.0% of portfolio›$233.4K
Colton Groome Financial Advisors, LLC5,119
0.0% of portfolio›$211.5K
US Bancorp \de\1,922
0.0% of portfolio›$79.4K
TD Waterhouse Canada Inc.1,820
0.0% of portfolio›$75.8K
Westside Investment Management, Inc.1,300
0.0% of portfolio›$53.7K
Private Trust Co NA773
0.0% of portfolio›$31.9K
Creative Financial Designs Inc63
0.0% of portfolio›$2.6K
Blue Trust, Inc.1
0.0% of portfolio›$59
StyleTurnoverLocationFiled
B.A. Schrock Wealth Management, Inc.
59,666$2.5M0.9%GARPN/AWadsworth, OH2026-10-15
Apeiron RIA LLC
44,588$1.9M0.4%ETFMediumDallas, TX2026-10-08
Global Assets Advisory, LLC
31,051$1.3M0.3%GrowthHighOrlando, FL2026-10-28
NovaPoint Capital, LLC
24,017$992.4K0.2%CoreLowAtlanta, GA2026-10-22
Well Done, LLC
15,552$642.6K0.1%ETFLowHolland, MI2026-10-20
OpenArc Corporate Advisory, LLC
11,204$463.0K0.0%GrowthLowAtlanta, GA2026-10-21
Commonwealth Equity Services, LLC
9,181$379.4K0.0%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
7,240$311.6K0.0%GARPLowChicago, IL2026-10-27
Dynamic Financial Group
6,015$248.5K0.2%ETFLowCedar Falls, IA2026-10-28
J.W. Cole Advisors, Inc.
5,649$233.4K0.0%IndexLowTampa, FL2026-11-05
Colton Groome Financial Advisors, LLC
5,119$211.5K0.0%ETFLowAsheville, NC2026-10-06
US Bancorp \de\
1,922$79.4K0.0%IndexLowMinneapolis, MN2026-11-05
TD Waterhouse Canada Inc.
1,820$75.8K0.0%CoreLowToronto, Australia2026-10-16
Westside Investment Management, Inc.
1,300$53.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Private Trust Co NA
773$31.9K0.0%CoreLowCleveland, OH2026-10-20
Creative Financial Designs Inc
63$2.6K0.0%ETFMediumKokomo, IN2026-11-04
Blue Trust, Inc.
1$590.0%ETFLowBrentwood, TN2026-10-15