Public ownership evidence

iShares US Small Cap Value Factor ETF (SVAL) Ownership Disclosures

Read SVAL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares US Small Cap Value Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
893
Value (USD)
$37,317
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SVAL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SVAL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-15893$37,317None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1534,961$1,460,859None
ROYAL BANK OF CANADA2026-06-302026-08-1519,508$815,000None
CITADEL ADVISORS LLC2026-06-302026-08-1541,747$1,744,415None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1536,300$1,516,810None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,697$279,836None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,711$238,636None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$24None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1586,166$3,600,446None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1593,730$3,916,498None
Sanctuary Advisors, LLC2026-06-302026-08-146,920$289,155None
UBS Group AG2026-06-302026-08-141,323$55,282None
Mariner, LLC2026-06-302026-08-1432,508$1,358,364None
MORGAN STANLEY2026-06-302026-08-145,044$210,766None
MORGAN STANLEY2026-06-302026-08-141$68None
MORGAN STANLEY2026-06-302026-08-14800$33,428None
FMR LLC2026-06-302026-08-14284$11,875None
Integrated Wealth Concepts LLC2026-06-302026-08-136,230$260,302None
Cetera Investment Advisers2026-06-302026-08-136,012$251,208None
NewEdge Advisors, LLC2026-06-302026-08-135,253$219,499None
US BANCORP \DE\2026-06-302026-08-131,869$78,118None
Tower Research Capital LLC (TRC)2026-06-302026-08-121,770$73,960None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-120$2None
Prepared Retirement Institute LLC2026-06-302026-08-1148,177$2,013,081None
Arax Advisory Partners2026-06-302026-08-1110$418None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11295$12,296None
LPL Financial LLC2026-06-302026-08-0847,577$1,988,010None
PNC Financial Services Group, Inc.2026-06-302026-08-082$84None
NovaPoint Capital, LLC2026-06-302026-08-0712,218$510,534None
Global Retirement Partners, LLC2026-06-302026-08-0780$3,343None
Winch Advisory Services, LLC2026-06-302026-08-07168$7,021None
OpenArc Corporate Advisory, LLC2026-06-302026-08-0611,204$468,164None
MONEY CONCEPTS CAPITAL CORP2026-06-302026-08-052,828,726$118,199,427None
AE Wealth Management LLC2026-06-302026-08-0447$1,964None
1 NORTH WEALTH SERVICES LLC2026-06-302026-08-04350$14,625None
Worth Financial Advisory Group, LLC2026-06-302026-08-015,090$212,688None
Chicago Partners Investment Group LLC2026-06-302026-07-317,197$303,149None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-309,174$383,350None
PRIVATE TRUST CO NA2026-06-302026-07-2967$2,800None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-2963$2,632None
TD Waterhouse Canada Inc.2026-06-302026-07-281,820$76,094None
Private Advisor Group, LLC2026-06-302026-07-285,542$231,559None
Westside Investment Management, Inc.2026-06-302026-07-281,300$54,321None
Global Assets Advisory, LLC2026-06-302026-07-2828,898$1,215,150None
Dynamic Financial Group2026-06-302026-07-286,009$251,079None
Well Done, LLC2026-06-302026-07-2517,604$735,591None
COLTON GROOME FINANCIAL ADVISORS, LLC2026-06-302026-07-235,119$213,899None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-23540$22,621None
Apeiron RIA LLC2026-06-302026-07-1724,271$1,014,174None
Crews Bank & Trust2026-06-302026-07-17570$23,818None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗TWO SIGMA INVESTMENTS, LP ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗BANK OF AMERICA CORP /DE/ ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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