Isabella Bank Ownership | Who Owns Isabella Bank?
Isabella Bank Ownership Summary
Isabella Bank is owned by 21.55% institutional investors, 6.41% insiders, and 72.04% retail investors. Vanguard group is the largest institutional shareholder, holding 4.16% of ISBA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.91% of its assets in Isabella Bank shares.
ISBA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Isabella Bank | 21.55% | 6.41% | 72.04% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 306.69K | 4.16% | $15.33M |
| Blackrock funding, inc. /de | 100.20K | 1.36% | $4.58M |
| Geode capital management | 80.40K | 1.10% | $3.67M |
| Marshall wace, llp | 53.68K | 0.73% | $2.45M |
| Vanguard fiduciary trust | 40.75K | 0.56% | $1.86M |
| Harbour investments | 27.02K | 0.37% | $1.23M |
| State street | 22.05K | 0.30% | $1.01M |
| Qube research | 21.53K | 0.29% | $983.46K |
| Goldman sachs group | 20.82K | 0.28% | $951.08K |
| American century companies | 18.04K | 0.25% | $824.02K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthought financial partners | 6.39K | 0.03% | $291.92K |
| Harbour investments | 27.02K | 0.02% | $1.23M |
| Norris perne & french llp/mi | 5.15K | 0.02% | $235.25K |
| Bridgeway capital management | 14.24K | 0.01% | $650.34K |
| Marshall wace, llp | 53.68K | 0.00% | $2.45M |
| Atlantic union bankshares | 2.56K | 0.00% | $117.05K |
| Integrated wealth concepts | 6.09K | 0.00% | $278.19K |
| Qube research | 21.53K | 0.00% | $983.46K |
| Vanguard fiduciary trust | 40.75K | 0.00% | $1.86M |
| American century companies | 18.04K | 0.00% | $824.02K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 306.69K | 0.00% | 60.75K |
| Vanguard fiduciary trust | 40.75K | 0.00% | 40.75K |
| Marshall wace, llp | 53.68K | 0.00% | 29.96K |
| American century companies | 18.04K | 0.00% | 18.04K |
| Bridgeway capital management | 14.24K | 0.01% | 14.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -107.36K |
| Susquehanna group, llp | - | - | -94.74K |
| Lpl financial | - | - | -10.55K |
| Exoduspoint capital management, lp | - | - | -8.77K |
| Jane street group | - | - | -7.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 40.75K | 0.00% | 40.75K | $1.86M |
| American century companies | 18.04K | 0.00% | 18.04K | $824.02K |
| Bridgeway capital management | 14.24K | 0.01% | 14.24K | $650.34K |
| Dimensional fund advisors lp | 8.84K | 0.00% | 8.84K | $402.86K |
| Vanguard global advisers | 2.68K | 0.00% | 2.68K | $122.26K |
Sold Out
| Holder | Change |
|---|---|
| Advisory services network | -60.00 |
| Mai capital management | -350.00 |
| Tower research capital llc (trc) | -1.72K |
| Brevan howard capital management lp | -4.62K |
| Catalyst funds management pty | -5.07K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 60 | 39.53% | 1,582,229 | 57.61% | 21 | 11.53% | 44 | 76.00% | 5 | -16.67% |
| Mar 31, 2026 | 15 | -55.88% | 373,012 | -50.27% | 5 | 4.92% | 8 | -65.22% | 2 | - |
| Dec 31, 2025 | 23 | 4.55% | 624,347 | 21.09% | 8 | 17.67% | 15 | 25.00% | 1 | -66.67% |
| Sep 30, 2025 | 22 | 29.41% | 515,607 | 79.40% | 6 | 46.51% | 12 | -25.00% | 3 | - |
| Jun 30, 2025 | 17 | 1600.00% | 287,410 | 57382.00% | 3 | 8579402.99% | 16 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 209.68K | 2.91% | 16.40K |
| Vanguard MStar Total Stk Mkt Idx Invest | 209.68K | 2.75% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 209.68K | 2.75% | 16.40K |
| iShares Russell 2000 ETF | 176.36K | 2.31% | 1.49K |
| Vanguard Institutional Extnd Mkt Idx Tr | 82.87K | 1.09% | 253.00 |
| Fidelity Small Cap Index | 76.86K | 1.01% | 1.29K |
| iShares Russell 2000 Value ETF | 66.15K | 0.87% | - |
| Russell 2000 Index Non-Lendable Fund | 45.13K | 0.63% | 45.13K |
| Russell 2000 Equity Index Fund B | 45.13K | 0.63% | 45.13K |
| Vanguard Russell 2000 ETF | 39.98K | 0.52% | 840.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Bourland Jill | - | Buy | $300.00 |
| Aug 17, 2026 | Bourland Jill | - | Buy | $300.00 |
| Jul 16, 2026 | Bourland Jill | - | Buy | $300.00 |
| Jun 16, 2026 | Bourland Jill | - | Buy | $300.00 |
| May 18, 2026 | Bourland Jill | - | Buy | $300.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 3 | - |
| 2026 Q2 | 3 | - |
| 2026 Q1 | 14 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 1 |
ISBA Ownership FAQ
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