your badges 52W Range $53–$55 51% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $54.47
52W Range $53–$55

ISVL 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≈$2.02Paid semi-annually
Ex-dateAmountCurrencyYield
Jun 15, 2026$1.01USD—
Dec 16, 2025$0.60USD—
Jun 16, 2025$0.68USD—
Dec 17, 2024$0.72USD—
Jun 11, 2024$0.62USD—
Dec 20, 2023$0.63USD—
Jun 7, 2023$0.67USD—
Dec 13, 2022$0.45USD—
Jun 9, 2022$0.57USD—
Dec 30, 2021$0.02USD—
Dec 13, 2021$0.74USD—
Jun 10, 2021$0.25USD—

Institutional owners (13F) 28 filers · $242.8M total · As of June 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 28
Value held $242.8M
New positions 2
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-9 vs prior Q) 4 (+3 vs prior Q) 10 (-1 vs prior Q) 11 (+5 vs prior Q) +3.9M

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
Focus Partners Wealth $201,606,908 4,004,109 83.03% Shares
INDEPENDENT FINANCIAL GROUP, LLC $7,637,692 151,692 3.15% Shares
Peregrine Asset Advisers, Inc. $7,558,718 150,124 3.11% Shares
BANK OF AMERICA CORP /DE/ $5,079,559 100,885 2.09% Shares
OSAIC HOLDINGS, INC. $3,985,617 79,161 1.64% Shares
JANE STREET GROUP, LLC $3,597,608 71,452 1.48% Shares
Valued Wealth Advisors LLC $2,152,230 42,745 0.89% Shares
NewEdge Advisors, LLC $1,618,622 32,147 0.67% Shares
Quantinno Capital Management LP $1,429,839 28,398 0.59% Shares
RAYMOND JAMES FINANCIAL INC $1,060,572 21,064 0.44% Shares
Creative Planning $1,023,729 20,332 0.42% Shares
ROYAL BANK OF CANADA $983,000 19,520 0.40% Shares
MERCER GLOBAL ADVISORS INC /ADV $751,744 14,930 0.31% Shares
Glass Jacobson Investment Advisors llc $751,744 14,930 0.31% Shares
D.B. Root & Company, LLC $695,686 13,817 0.29% Shares
Aurelius Family Office LLC $682,444 13,554 0.28% Shares
CAPTRUST FINANCIAL ADVISORS $555,387 11,031 0.23% Shares
Crescent Grove Advisors, LLC $370,324 7,355 0.15% Shares
COMMONWEALTH EQUITY SERVICES, LLC $358,130 7,113 0.15% Shares
Lansing Street Advisors $287,396 5,708 0.12% Shares
E6 Portfolios, LLC $267,951 5,322 0.11% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $264,653 5,169 0.11% Shares
Anchor Investment Management, LLC $30,210 600 0.01% Shares
JPMORGAN CHASE & CO $26,720 531 0.01% Shares
Federation des caisses Desjardins du Quebec $15,102 300 0.01% Shares
Farther Finance Advisors, LLC $13,393 266 0.01% Shares
FMR LLC $10,422 207 0.00% Shares
FLOW TRADERS U.S. LLC $3,490 69,315 0.00% Shares

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