Isabella BankISBA

13F holders, Q2 2025 (June 30)
17holders +16
17new positions
0sold out
$30.15avg. 13F price*

At the end of Q2 2025, 17 institutions reported holding Isabella Bank Corp. (ISBA) in their 13F filings, up 16 from Q1 2025. 17 opened new positions and 0 sold out. The largest holders were Vanguard Group Inc. ($3.4M), BlackRock, Inc. ($2.8M) and Geode Capital Management, LLC ($1.5M).

Company
Isabella Bank Corp.
CUSIP
464214105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 17Q2 2025Q3 2025: 22Q3 2025Q4 2025: 34Q4 2025Q1 2026: 43Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions17$8.7M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 286,910 shares bought, net +286,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Vanguard Group Inc. 0.00% New 113,385 $3.4M
BlackRock, Inc. 0.00% New 93,032 $2.8M
Geode Capital Management, LLC 0.00% New 49,739 $1.5M
Northern Trust Corp. 0.00% New 12,995 $392K
FourThought Financial Partners, LLC 0.02% New 8,192 $247K
Morgan Stanley 0.00% New 3,105 $94K
Atlantic Union Bankshares Corp 0.00% New 2,563 $77K
UBS Group AG 0.00% New 1,948 $59K
Wells Fargo & Company 0.00% New 1,000 $30K
Huntington National Bank 0.00% No change 500 $15K
MAI Capital Management 0.00% New 350 $11K
Clearstead Advisors, LLC 0.00% New 281 $8K
Royal Bank of Canada 0.00% New 98 $3K
Tower Research Capital LLC (TRC) 0.00% New 91 $3K
Bank of America Corp. 0.00% New 62 $2K
Rothschild Investment LLC 0.00% New 50 $2K
Osaic Holdings, Inc. 0.00% New 19 $573

"% of holder's portfolio" is ISBA's weight in each manager's 13F, not the share of Isabella Bank Corp. the manager owns.