your badges 52W Range $46–$50 25% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

ISMD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $47.03
52W Range $46–$50

ISMD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.89Paid quarterly
5Y Div CAGR≈8.4%Per share, split-adjusted
Growth Streak≈6Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Jun 26, 2026$0.22USD—
Mar 27, 2026$0.11USD—
Dec 17, 2025$0.10USD—
Sep 26, 2025$0.12USD—
Jun 26, 2025$0.12USD—
Mar 27, 2025$0.13USD—
Dec 16, 2024$0.08USD—
Sep 25, 2024$0.12USD—
Jun 25, 2024$0.14USD—
Mar 27, 2024$0.12USD—
Dec 14, 2023$0.09USD—
Sep 22, 2023$0.11USD—
Jun 23, 2023$0.10USD—
Mar 27, 2023$0.11USD—
Dec 14, 2022$0.02USD—
Sep 23, 2022$0.10USD—
Jun 24, 2022$0.16USD—
Mar 25, 2022$0.10USD—
Dec 29, 2021$0.01USD—
Dec 14, 2021$3.01USD—

Institutional owners (13F) 111 filers · $238.3M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 111
Value held $238.3M
New positions 26
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
26 (+10 vs prior Q) 11 (+3 vs prior Q) 46 (+6 vs prior Q) 22 (+3 vs prior Q) -120K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Inspire Advisors, LLC $78,920,986 1,579,201 33.12% Shares
OneAscent Financial Services LLC $39,686,814 793,784 16.66% Shares
Christian Investment Advisors, Inc. $16,822,842 336,477 7.06% Shares
LPL Financial LLC $13,117,674 262,369 5.51% Shares
PAX Financial Group, LLC $10,039,204 200,796 4.21% Shares
Inspire Investing, LLC $7,588,488 189,855 3.18% Shares
Sound Financial Strategies Group, LLC $3,921,265 78,430 1.65% Shares
SILVER OAK SECURITIES, INCORPORATED $3,543,038 70,865 1.49% Shares
AlphaStar Capital Management, LLC $3,536,572 70,736 1.48% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,316,148 67,415 1.39% Shares
GOLDMAN SACHS GROUP INC $3,223,557 64,475 1.35% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $2,552,191 51,047 1.07% Shares
GTS SECURITIES LLC $2,285,713 45,717 0.96% Shares
TWO SIGMA INVESTMENTS, LP $2,139,872 42,800 0.90% Shares
UBS Group AG $2,080,925 41,621 0.87% Shares
Simplicity Wealth,LLC $2,046,681 40,936 0.86% Shares
Cetera Investment Advisers $1,852,080 37,044 0.78% Shares
EverSource Wealth Advisors, LLC $1,842,718 36,857 0.77% Shares
WorthPointe, LLC $1,754,869 35,099 0.74% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,739,111 34,824 0.73% Shares
CITADEL ADVISORS LLC $1,645,401 32,910 0.69% Shares
Chevy Chase Trust Holdings, LLC $1,566,500 31,330 0.66% Shares
LVZ, Inc. $1,432,238 28,646 0.60% Shares
Focus Partners Advisor Solutions, LLC $1,394,943 27,900 0.59% Shares
Bare Financial Services, Inc $1,377,467 27,551 0.58% Shares
Cornerstone Financial Management LLC $1,173,021 23,462 0.49% Shares
AE Wealth Management LLC $1,118,327 22,368 0.47% Shares
JONES FINANCIAL COMPANIES LLLP $1,010,183 20,432 0.42% Shares
Financial Advisory Corp $984,764 19,696 0.41% Shares
Koss-Olinger Consulting, LLC $949,343 18,988 0.40% Shares
TRUST POINT INC. $947,543 18,952 0.40% Shares
COMMONWEALTH EQUITY SERVICES, LLC $928,890 18,579 0.39% Shares
FAMILY WEALTH PARTNERS, LLC $842,518 21,079 0.35% Shares
Providence Financial Advisors, LLC $834,666 16,694 0.35% Shares
IFP Advisors, Inc $767,454 15,350 0.32% Shares
RMG Wealth Management LLC $746,102 14,836 0.31% Shares
CWM, LLC $739,205 18,494 0.31% Shares
Keel Point, LLC $716,507 14,331 0.30% Shares
Sterling Investment Advisors, Ltd. $714,957 14,300 0.30% Shares
RAYMOND JAMES FINANCIAL INC $710,579 14,212 0.30% Shares
CAPTRUST FINANCIAL ADVISORS $694,820 13,897 0.29% Shares
Pinnacle Financial Partners, Inc. $685,059 13,702 0.29% Shares
Faithward Advisors, LLC $662,584 13,252 0.28% Shares
Farther Finance Advisors, LLC $659,510 13,191 0.28% Shares
Revisor Wealth Management LLC $576,980 11,489 0.24% Shares
HARBOUR INVESTMENTS, INC. $573,074 11,462 0.24% Shares
OSAIC HOLDINGS, INC. $555,973 11,113 0.23% Shares
Sanctuary Advisors, LLC $545,496 10,911 0.23% Shares
Frontier Asset Management, LLC $540,375 10,808 0.23% Shares
ENVESTNET ASSET MANAGEMENT INC $496,988 9,940 0.21% Shares

Show all 111 institutional owners →

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