Isabella Bank Ownership | Who Owns Isabella Bank?
Isabella Bank Ownership Summary
Isabella Bank is owned by 5.08% institutional investors, 7.56% insiders, and 87.35% 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 | 5.08% | 7.56% | 87.35% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Regional Banks Stocks | 38.12% | 12.89% | 48.99% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - |
| Mar 31, 2025 | 1 | - | 500 | - | - | 14931.34% | - | -100.00% | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 209.68K | 2.91% | 16.40K |
| Vanguard Morn Total Stk Mkt Idx Investor | 209.68K | 2.75% | 16.40K |
| iShares Russell 2000 ETF | 163.38K | 2.14% | -2.88K |
| Vanguard Institutional Extnd Mkt Idx Tr | 82.62K | 1.15% | 4.49K |
| iShares Russell 2000 Value ETF | 65.53K | 0.86% | - |
| 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 | 40.10K | 0.56% | 40.10K |
| Fidelity Extended Market Index | 35.36K | 0.46% | -170.00 |
| State St Russell Sm Cap® Idx SL Cl I | 25.80K | 0.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 16, 2026 | Bourland Jill | - | Buy | $300.00 |
| Jun 16, 2026 | Bourland Jill | - | Buy | $300.00 |
| May 18, 2026 | Bourland Jill | - | Buy | $300.00 |
| Apr 16, 2026 | Bourland Jill | - | Buy | $300.00 |
| Mar 16, 2026 | Bourland Jill | - | Buy | $300.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 1 | - |
| 2026 Q2 | 3 | - |
| 2026 Q1 | 14 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 1 |
ISBA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools