ISABELLA BK CORP COM (ISBA)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $18.5M | 467,431 | 0.00% | 5q | +366.5%+$14.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.8M | 299,599 | 0.00% | 2q | +9.3%+$1.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $7.0M | 176,251 | 0.00% | 5q | +119.2%+$3.8M |
| STATE STREET CORP | $3.4M | 86,581 | 0.00% | 4q | +292.6%+$2.5M |
| NORTHERN TRUST CORP | $2.1M | 53,471 | 0.00% | 5q | +262.8%+$1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 46,742 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.8M | 46,482 | 0.00% | 2q | +14.1%+$226.3K |
| HARBOUR INVESTMENTS, INC. | $1.3M | 32,988 | 0.02% | 4q | +22.1%+$235.7K |
| VICTORY CAPITAL MANAGEMENT INC | $1.2M | 31,000 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.1M | 27,462 | 0.00% | 3q | +31.9%+$262.2K |
| TWO SIGMA INVESTMENTS, LP | $942.4K | 23,858 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $802.7K | 20,321 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $787.3K | 19,931 | 0.00% | 2q | +10.5%+$74.6K |
| MARSHALL WACE, LLP | $784.7K | 19,865 | 0.00% | 3q | -63.0%-$1.3M |
| Bank of New York Mellon Corp | $662.5K | 16,773 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $562.5K | 14,240 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $558.8K | 14,147 | 0.00% | 4q | +167.5%+$349.9K |
| Nuveen, LLC | $501.3K | 12,690 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $416.7K | 10,550 | 0.00% | 5q | +13.2%+$48.7K |
| Walleye Capital LLC | $355.3K | 8,994 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $349.9K | 8,840 | 0.00% | 2q | HELD |
| Mattson Financial Services, LLC | $347.5K | 8,534 | 0.07% | new | NEW |
| Gradient Investments LLC | $337.1K | 8,534 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $290.6K | 7,358 | 0.00% | 3q | -65.8%-$560.0K |
| DEUTSCHE BANK AG\ | $267.6K | 6,774 | 0.00% | new | NEW |
| FourThought Financial Partners, LLC | $252.5K | 6,392 | 0.02% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $249.4K | 6,313 | 0.00% | 5q | +1162.6%+$229.6K |
| Invesco Ltd. | $242.6K | 6,141 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $241.2K | 6,107 | 0.00% | 4q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $225.0K | 5,695 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $211.5K | 5,355 | 0.00% | new | NEW |
| NORRIS PERNE & FRENCH LLP/MI | $203.5K | 5,151 | 0.01% | 3q | HELD |
| CITIGROUP INC | $197.2K | 4,992 | 0.00% | 4q | -5.6%-$11.8K |
| MetLife Investment Management, LLC | $169.8K | 4,300 | 0.00% | new | NEW |
| UBS Group AG | $135.7K | 3,435 | 0.00% | 5q | -74.3%-$393.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $125.7K | 3,182 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $121.3K | 3,071 | 0.00% | 2q | +258.8%+$87.5K |
| MORGAN STANLEY | $121.1K | 3,067 | 0.00% | 5q | -66.6%-$241.5K |
| JPMORGAN CHASE & CO | $117.3K | 2,877 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $105.7K | 2,677 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $102.7K | 2,600 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $101.2K | 2,563 | 0.00% | 5q | HELD |
| Police & Firemen's Retirement System of New Jersey | $80.9K | 2,047 | 0.00% | new | NEW |
| BARCLAYS PLC | $55.3K | 1,401 | 0.00% | 3q | +36.4%+$14.8K |
| STRS OHIO | $55.3K | 1,400 | 0.00% | new | NEW |
| Legal & General Group Plc | $26.7K | 676 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $24.9K | 630 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $21.9K | 554 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $21.0K | 526 | 0.00% | 2q | +491.0%+$17.4K |
| Tower Research Capital LLC (TRC) | $20.5K | 518 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $11.1K | 281 | 0.00% | 5q | HELD |
| HUNTINGTON NATIONAL BANK | $9.9K | 250 | 0.00% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $6.0K | 150 | 0.00% | 4q | HELD |
| Sterling Capital Management LLC | $5.5K | 140 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.8K | 96 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $2.0K | 50 | 0.00% | 5q | HELD |
| FMR LLC | $1.2K | 31 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $751 | 19 | 0.00% | 5q | HELD |
| Caitong International Asset Management Co., Ltd | $79 | 2 | 0.00% | new | NEW |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-14 | 2026-08-11 | Directors or officers departed or appointed | filing |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $5.8K | 154 | 4 | 1 | 1 | 0.0% |
| Q2 2026 | 59 | $61.3M | 1,552,105 | 27 | 15 | 5 | 0.0% |
| Q1 2026 | 43 | $45.8M | 1,003,877 | 10 | 11 | 5 | 0.0% |
| Q4 2025 | 34 | $37.5M | 750,003 | 12 | 10 | 2 | 0.0% |
| Q3 2025 | 22 | $18.2M | 515,607 | 7 | 5 | 3 | 0.0% |
| Q2 2025 | 17 | $8.7M | 287,508 | 16 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $11.8K | 500 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $13.0K | 500 | 1 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $7.0K | 400 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $12.0K | 500 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $2.9M | 120,020 | 0 | 1 | 0 | 0.0% |
| Q4 2018 | 1 | $1.4M | 61,061 | 0 | 0 | 0 | 0.0% |
