Who owns ISVL?
iShares International Developed Small Cap Value Factor ETF · iShares
28 institutions reported holding ISVL, worth $246.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ISVL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $201.6M | 4,004,109 | New position |
| Independent Financial Group, LLC | San Diego, CA | $7.6M | 151,692 | +6,254 shares |
| Peregrine Asset Advisers, Inc. | Portland, OR | $7.6M | 150,124 | −6,841 shares |
| Bank of America Corp. | Charlotte, NC | $5.1M | 100,885 | +4,529 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.0M | 79,161 | −162 shares |
| Jane Street Group, LLC | New York, NY | $3.6M | 71,452 | −53,425 shares |
| Flow Traders U.S. LLC | New York, NY | $3.5M | 69,315 | +20,965 shares |
| Valued Wealth Advisors LLC | Holladay, UT | $2.2M | 42,745 | +81 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $1.6M | 32,147 | −3,455 shares |
| Quantinno Capital Management LP | New York, NY | $1.4M | 28,398 | +11,419 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ISVL?
28 institutional managers reported holding ISVL in Form 13F filings for June 30, 2026, worth $246.3M in total. The largest reported position was held by Focus Partners Wealth, at $201.6M.
Did institutions buy or sell ISVL last quarter?
Reported 13F value rose 456.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ISVL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.