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DaveManuel.com · Institutional Ownership · Who Owns It

ISABELLA BK CORP COM (ISBA)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

59
Reporting holders
$61.3M
Reported value
20.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+16
Holder change

Institutions report 1,552,105 shares against 7,628,873 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$18.5M467,4310.00%5q+366.5%+$14.5M
VANGUARD CAPITAL MANAGEMENT LLC$11.8M299,5990.00%2q+9.3%+$1.0M
GEODE CAPITAL MANAGEMENT, LLC$7.0M176,2510.00%5q+119.2%+$3.8M
STATE STREET CORP$3.4M86,5810.00%4q+292.6%+$2.5M
NORTHERN TRUST CORP$2.1M53,4710.00%5q+262.8%+$1.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$1.8M46,7420.00%newNEW
VANGUARD FIDUCIARY TRUST CO$1.8M46,4820.00%2q+14.1%+$226.3K
HARBOUR INVESTMENTS, INC.$1.3M32,9880.02%4q+22.1%+$235.7K
VICTORY CAPITAL MANAGEMENT INC$1.2M31,0000.00%newNEW
GOLDMAN SACHS GROUP INC$1.1M27,4620.00%3q+31.9%+$262.2K
TWO SIGMA INVESTMENTS, LP$942.4K23,8580.00%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$802.7K20,3210.00%newNEW
AMERICAN CENTURY COMPANIES INC$787.3K19,9310.00%2q+10.5%+$74.6K
MARSHALL WACE, LLP$784.7K19,8650.00%3q-63.0%-$1.3M
Bank of New York Mellon Corp$662.5K16,7730.00%newNEW
BRIDGEWAY CAPITAL MANAGEMENT, LLC$562.5K14,2400.01%2qHELD
CITADEL ADVISORS LLC$558.8K14,1470.00%4q+167.5%+$349.9K
Nuveen, LLC$501.3K12,6900.00%newNEW
BANK OF AMERICA CORP /DE/$416.7K10,5500.00%5q+13.2%+$48.7K
Walleye Capital LLC$355.3K8,9940.00%newNEW
DIMENSIONAL FUND ADVISORS LP$349.9K8,8400.00%2qHELD
Mattson Financial Services, LLC$347.5K8,5340.07%newNEW
Gradient Investments LLC$337.1K8,5340.00%newNEW
Qube Research & Technologies Ltd$290.6K7,3580.00%3q-65.8%-$560.0K
DEUTSCHE BANK AG\$267.6K6,7740.00%newNEW
FourThought Financial Partners, LLC$252.5K6,3920.02%5qHELD
WELLS FARGO & COMPANY/MN$249.4K6,3130.00%5q+1162.6%+$229.6K
Invesco Ltd.$242.6K6,1410.00%newNEW
Integrated Wealth Concepts LLC$241.2K6,1070.00%4qHELD
PRICE T ROWE ASSOCIATES INC /MD/$225.0K5,6950.00%newNEW
RHUMBLINE ADVISERS$211.5K5,3550.00%newNEW
NORRIS PERNE & FRENCH LLP/MI$203.5K5,1510.01%3qHELD
CITIGROUP INC$197.2K4,9920.00%4q-5.6%-$11.8K
MetLife Investment Management, LLC$169.8K4,3000.00%newNEW
UBS Group AG$135.7K3,4350.00%5q-74.3%-$393.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$125.7K3,1820.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$121.3K3,0710.00%2q+258.8%+$87.5K
MORGAN STANLEY$121.1K3,0670.00%5q-66.6%-$241.5K
JPMORGAN CHASE & CO$117.3K2,8770.00%newNEW
Vanguard Global Advisers, LLC$105.7K2,6770.00%2qHELD
NEW YORK STATE COMMON RETIREMENT FUND$102.7K2,6000.00%newNEW
Atlantic Union Bankshares Corp$101.2K2,5630.00%5qHELD
Police & Firemen's Retirement System of New Jersey$80.9K2,0470.00%newNEW
BARCLAYS PLC$55.3K1,4010.00%3q+36.4%+$14.8K
STRS OHIO$55.3K1,4000.00%newNEW
Legal & General Group Plc$26.7K6760.00%newNEW
Ameritas Investment Partners, Inc.$24.9K6300.00%newNEW
Russell Investments Group, Ltd.$21.9K5540.00%newNEW
ROYAL BANK OF CANADA$21.0K5260.00%2q+491.0%+$17.4K
Tower Research Capital LLC (TRC)$20.5K5180.00%newNEW
Clearstead Advisors, LLC$11.1K2810.00%5qHELD
HUNTINGTON NATIONAL BANK$9.9K2500.00%7qHELD
JONES FINANCIAL COMPANIES LLLP$6.0K1500.00%4qHELD
Sterling Capital Management LLC$5.5K1400.00%newNEW
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$3.8K960.00%newNEW
ROTHSCHILD INVESTMENT LLC$2.0K500.00%5qHELD
FMR LLC$1.2K310.00%newNEW
OSAIC HOLDINGS, INC.$751190.00%5qHELD
Caitong International Asset Management Co., Ltd$7920.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-142026-08-11Directors or officers departed or appointedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20266$5.8K1544110.0%
Q2 202659$61.3M1,552,105271550.0%
Q1 202643$45.8M1,003,877101150.0%
Q4 202534$37.5M750,003121020.0%
Q3 202522$18.2M515,6077530.0%
Q2 202517$8.7M287,50816000.0%
Q1 20251$11.8K5000000.0%
Q4 20241$13.0K5001000.0%
Q1 20201$7.0K4000010.0%
Q4 20191$12.0K5000000.0%
Q1 20191$2.9M120,0200100.0%
Q4 20181$1.4M61,0610000.0%