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 16 institutions that hold shares in the stock, with a total of 131,058 shares, which have been reported (via 13F filing form) to have a value of $5.07 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
37,930
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
22,840
shares
|
$882,766
0.51% of portfolio
|
Q1 2025
Added 106.04%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,948
shares
|
$770,990
0.0% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
19,347
shares
|
$747,761
0.22% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,982
shares
|
$424,454
0.0% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
8,446
shares
|
$326,437
0.16% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,058
shares
|
$234,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,980
shares
|
$115,177
0.0% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
672
shares
|
$25,972
0.0% of portfolio
|
Q1 2025
Added 7366.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
600
shares
|
$23,190
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
500
shares
|
$19,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
300
shares
|
$11,595
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
200
shares
|
$7,730
0.0% of portfolio
|
Q1 2025
Reduced 82.05%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
155
shares
|
$5,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
100
shares
|
$3,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|