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Get Institutions for : 
Ishares Us Small Cap Value Factor Etf (SVAL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    3
Total shares held : 
1,008,257  
% of shares held : 
11.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
112,308  
% of shares held change : 
  1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 155,145
 15.39%
 
Increased Positions :
11
 41,442
 4.11%
 
Unchanged Positions :
5
 1,722
 0.17%
 
Decreased Positions :
12
-76,497
-7.59%
 
Closed Positions :
1
-7,782
-0.77%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Global Assets Advisory LLC 28 - 2024-03-31 577,843 $19,071,000 553,187
   BANK OF AMERICA CORP /DE/ 3246 - 2023-12-31 94,558 $2,912,000 22,403
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2242 - 2024-03-31 42,179 $1,292,000 15
   ENVESTNET ASSET MANAGEMENT INC 2770 - 2023-12-31 40,013 $1,232,000 2,597
   EWG Elevate Inc. 61 - 2024-03-31 36,798 $1,127,000 3,724
   MARINER WEALTH ADVISORS, LLC 1905 - 2023-12-31 16,956 $522,000 7,195
   Cetera Investment Advisers 1815 - 2023-12-31 9,038 $278,000 2
   Chicago Partners Investment Group LLC 692 - 2024-03-31 6,883 $203,000 37
   Steward Partners Investment Advisory LLC 2222 - 2023-12-31 900 $28,000 800
   UBS Group AG 6135 - 2023-12-31 277 $9,000 277

  10 Records found
  1    
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