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ISVL ISHARES TR

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INTL DEV SML CP (fund)

20 managers (20 13F filers) reported a position in ISVL shares at 2025-09-30, 322,274 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
4
Added
6
Reduced
7
Sold out
2
Shares held by filers
322,274

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.157,605$7.13M2.14%+57,86213F-HRTimeline
NewEdge Advisors, LLC39,909$1.81M0.01%+1,55113F-HRTimeline
Creative Planningin group Creative Planning20,293$918K<0.01%+34513F-HRTimelineGroup
Valued Wealth Advisors LLC19,275$872K0.4%-7413F-HRTimeline
Glass Jacobson Investment Advisors llc16,037$726K0.26%-2,32513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,675$574K<0.01%+9,38513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,006$499K<0.01%-15913F-HRTimeline
Aurelius Family Office LLC8,307$376K0.17%-51913F-HRTimeline
D.B. Root & Company, LLC7,980$361K0.09%-18013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,771$306K<0.01%-2,15513F-HRTimeline
Crescent Grove Advisors, LLC5,128$232K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,000$226K<0.01%new13F-HRTimelineGroup
Burns Matteson Capital Management, LLC4,500$204K0.09%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,561$202K<0.01%+4,36113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,642$74.3K<0.01%-18713F-HR/ATimelineGroup
Anchor Investment Management, LLC600$27.1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$22.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC266$12K<0.01%013F-HRTimeline
Painted Porch Advisors LLC218$9.84K<0.01%+12613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$63<0.01%new13F-HR/ATimelineGroup