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 15 institutions that hold shares in the stock, with a total of 127,639 shares, which have been reported (via 13F filing form) to have a value of $4.93 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
39,530
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,768
shares
|
$145,633
0.0% of portfolio
|
Q4 2024
Added 292.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,114
shares
|
$43,056
0.0% of portfolio
|
Q3 2024
Reduced 35.01%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
500
shares
|
$19,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
300
shares
|
$11,595
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
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
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9
shares
|
$347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|