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ISVL ISHARES TR

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INTL DEV SML CP (fund)

19 managers (19 13F filers) reported a position in ISVL shares at 2025-06-30, 239,653 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
19
13F filers
19
New
6
Added
5
Reduced
3
Sold out
4
Shares held by filers
239,653

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Peregrine Asset Advisers, Inc.99,743$4.19M1.31%new13F-HRTimeline
NewEdge Advisors, LLC38,358$1.61M0.01%+42813F-HRTimeline
Creative Planningin group Creative Planning19,948$838K<0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC19,349$813K0.42%-3,49113F-HRTimeline
Glass Jacobson Investment Advisors llc18,362$772K0.3%-98513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,165$472K<0.01%+18313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,926$375K<0.01%+2,86813F-HRTimeline
Aurelius Family Office LLC8,826$371K0.18%+38013F-HRTimeline
D.B. Root & Company, LLC8,160$343K0.1%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,290$138K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,829$76.9K<0.01%-1,15113F-HRTimelineGroup
Anchor Investment Management, LLC600$25.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$21K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC266$11.2K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$8.4K<0.01%013F-HR/ATimelineGroup
Painted Porch Advisors LLC92$3.85K<0.01%+213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39$2K<0.01%new13F-HR/ATimelineGroup
Kilter Group LLC0$14<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.