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Funds Holding ISRA

On this page, we present all of the funds holding ISRA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ISRA, with a link to that fund's top holdings. The next columns indicate the amount of ISRA stock held by each of the funds holding ISRA, followed by the ISRA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 27 funds holding ISRA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Whitaker Myers Wealth Managers LTD.. For more details on the positions held by Whitaker Myers Wealth Managers LTD. (or by any of the other funds holding ISRA), click the fund name in the "Holder" column of the funds-holding-ISRA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Whitaker Myers Wealth Managers LTD.194,332$7,293 03/31/2024
     ISRA194,332$7,293 03/31/2024
Edgehill Endowment Partners LLC143,407$5,016 12/31/2023
     ISRA143,407$5,016 12/31/2023
Mercer Investments LLC58,961$2,071 12/31/2023
     ISRA58,961$2,071 12/31/2023
Kempner Capital Management Inc.22,500$844 03/31/2024
     ISRA22,500$844 03/31/2024
Morgan Stanley23,083$807 12/31/2023
     ISRA23,083$807 12/31/2023
Wells Fargo & Company MN19,655$687 12/31/2023
     ISRA19,655$687 12/31/2023
Jane Street Group LLC18,774$657 12/31/2023
     ISRA18,774$657 12/31/2023
RVW Wealth LLC16,927$635 03/31/2024
     ISRA16,927$635 03/31/2024
Cambridge Associates LLC MA ADV15,615$546 12/31/2023
     ISRA15,615$546 12/31/2023
Susquehanna International Group LLP9,655$338 12/31/2023
     ISRA9,655$338 12/31/2023
Team Hewins LLC8,220$288 12/31/2023
     ISRA8,220$288 12/31/2023
Bank of America Corp DE7,573$265 12/31/2023
     ISRA7,573$265 12/31/2023
Sfmg LLC6,265$219 12/31/2023
     ISRA6,265$219 12/31/2023
Pathstone Holdings LLC5,893$206 12/31/2023
     ISRA5,893$206 12/31/2023
Advisor Group Holdings Inc.2,324$81 12/31/2023
     ISRA2,324$81 12/31/2023
Royal Bank of Canada2,325$80 12/31/2023
     ISRA2,325$80 12/31/2023
Powell Investment Advisors LLC1,750$66 03/31/2024
     ISRA1,750$66 03/31/2024
Fifth Third Bancorp1,200$45 03/31/2024
     ISRA1,200$45 03/31/2024
The PNC Financial Services Group Inc.900$31 12/31/2023
     ISRA900$31 12/31/2023
Glenmede Trust Co. NA750$26 12/31/2023
     ISRA750$26 12/31/2023
Farther Finance Advisors LLC750$26 12/31/2023
     ISRA750$26 12/31/2023
Bank of Montreal Can464$16 12/31/2023
     ISRA464$16 12/31/2023
UBS Group AG220$8 12/31/2023
     ISRA220$8 12/31/2023
Principal Securities Inc.200$7 12/31/2023
     ISRA200$7 12/31/2023
Steward Partners Investment Advisory LLC200$7 12/31/2023
     ISRA200$7 12/31/2023
Northwestern Mutual Wealth Management Co.180$6 12/31/2023
     ISRA180$6 12/31/2023
Blue Bell Private Wealth Management LLC40$1 12/31/2023
     ISRA40$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     ISRA0$0 12/31/2023

See Summary: Institutional Holders of ISRA
See Details: Top 10 Hedge Funds Holding ISRA

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