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 21 institutions that hold shares in the stock, with a total of 317,484 shares, which have been reported (via 13F filing form) to have a value of $14.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
157,605
shares
|
$7.11 Million
2.41% of portfolio
|
Q3 2025
Added 58.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
39,909
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,293
shares
|
$915,214
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
19,275
shares
|
$869,302
0.4% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
16,037
shares
|
$723,268
0.26% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
12,675
shares
|
$571,642
0.0% of portfolio
|
Q3 2025
Added 285.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
10,991
shares
|
$495,694
0.0% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
8,032
shares
|
$362,243
0.17% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
7,980
shares
|
$359,898
0.11% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,771
shares
|
$305,372
0.0% of portfolio
|
Q3 2025
Reduced 24.14%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,128
shares
|
$231,272
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$225,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,561
shares
|
$205,701
0.0% of portfolio
|
Q3 2025
Added 2180.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,642
shares
|
$74,054
0.0% of portfolio
|
Q3 2025
Reduced 44.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
600
shares
|
$27,060
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
500
shares
|
$22,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
266
shares
|
$11,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
218
shares
|
$9,831
0.0% of portfolio
|
Q3 2025
Added 136.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
|