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 2.66% of its assets in Isabella Bank shares.
ISBA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Isabella Bank | 5.08% | 7.56% | 87.35% |
| Industry | Regional Banks Stocks | 38.86% | 12.63% | 48.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 306.69K | 4.16% | $15.33M |
| Millennium management | 107.36K | 1.46% | $4.90M |
| Blackrock funding, inc. /de | 100.20K | 1.36% | $4.58M |
| Susquehanna group, llp | 94.74K | 1.29% | $4.33M |
| 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 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Catalyst funds management pty | 5.07K | 0.04% | $231.73K |
| 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 |
| Schonfeld strategic advisors | 6.50K | 0.00% | $297.08K |
| Millennium management | 107.36K | 0.00% | $4.90M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 107.36K | 0.00% | 94.25K |
| Vanguard group | 306.69K | 0.00% | 60.75K |
| Susquehanna group, llp | 94.74K | 0.00% | 42.30K |
| Vanguard fiduciary trust | 40.75K | 0.00% | 40.75K |
| Marshall wace, llp | 53.68K | 0.00% | 29.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lpl financial | - | - | -10.55K |
| Exoduspoint capital management, lp | - | - | -8.77K |
| Barclays | 1.03K | - | -2.33K |
| Tower research capital llc (trc) | - | - | -1.72K |
| Jane street group | 7.15K | - | -1.25K |
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 |
| Schonfeld strategic advisors | 6.50K | 0.00% | 6.50K | $297.08K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -1.72K |
| Exoduspoint capital management, lp | -8.77K |
| Lpl financial | -10.55K |
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 | 191.40K | 2.66% | 3.07K |
| Vanguard Institutional Extnd Mkt Idx Tr | 77.89K | 1.08% | 614.00 |
| Fidelity Extended Market Index | 35.53K | 0.49% | -130.00 |
| Extended Equity Market Fund B | 15.52K | 0.22% | - |
| Blackrock Extended Mkt Fund CF | 15.52K | 0.22% | - |
| Extended Equity Market Fund E | 15.52K | 0.22% | - |
| Bridgeway Ultra-Small Company | 14.24K | 0.20% | 14.24K |
| Fidelity Total Market Index | 14.19K | 0.20% | - |
| BlackRock Extended Equity Market Fund K | 13.22K | 0.18% | -97.00 |
| Avantis US Small Cap Value ETF | 12.31K | 0.17% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 02, 2026 | Catlin Jon D | Chief Credit Officer | Buy | $3.24K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 3 | - |
| 2026 Q1 | 14 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 1 |
| 2025 Q2 | 13 | 1 |
ISBA Ownership FAQ
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