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ISVL ISHARES TR

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INTL DEV SML CP (fund)

17 managers (17 13F filers) reported a position in ISVL shares at 2025-03-31, 131,148 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
2
Added
2
Reduced
5
Sold out
2
Shares held by filers
131,148

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NewEdge Advisors, LLC37,930$1.41M0.01%-1,60013F-HRTimeline
Valued Wealth Advisors LLC22,840$847K0.51%+11,75513F-HRTimeline
Creative Planningin group Creative Planning19,948$740K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc19,347$664K0.22%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,982$407K<0.01%-1,05513F-HRTimeline
Aurelius Family Office LLC8,446$313K0.16%-22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,058$225K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,980$111K<0.01%-78813F-HRTimelineGroup
UBS Group AGin group UBS Group AG672$24.9K<0.01%+66313F-HRTimelineGroup
Anchor Investment Management, LLC600$22.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$18.5K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300$11.1K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$7.42K<0.01%-10013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…155$5.75K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.100$3.71K<0.01%013F-HRTimeline
Painted Porch Advisors LLC90$3.34K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.