Institutional Ownership Ishares Tr Intl Developed Smal (ISVL)
This table provides information about the institutional ownership of Ishares Tr Intl Developed Smal (ISVL). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 238,119 shares, which have been reported (via 13F filing form) to have a value of $10.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
99,743
shares
|
$4.35 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
37,930
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,948
shares
|
$869,932
0.0% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
19,349
shares
|
$843,809
0.42% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
18,362
shares
|
$800,766
0.3% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,165
shares
|
$486,905
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,926
shares
|
$389,262
0.0% of portfolio
|
Q2 2025
Added 47.34%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
8,826
shares
|
$384,901
0.18% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
8,160
shares
|
$355,857
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,980
shares
|
$129,957
0.0% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
672
shares
|
$29,305
0.0% of portfolio
|
Q1 2025
Added 7366.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
600
shares
|
$26,166
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
500
shares
|
$21,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
300
shares
|
$13,083
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
300
shares
|
$13,083
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
266
shares
|
$11,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
92
shares
|
$4,012
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|