ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,732,000 | -27.3% | 31,126 | -24.9% | 0.00% | -100.0% |
| Q2 2023 | $2,382,000 | -39.7% | 41,464 | -40.5% | 0.00% | 0.0% |
| Q1 2023 | $3,947,000 | +39.4% | 69,744 | +32.2% | 0.00% | 0.0% |
| Q4 2022 | $2,831,000 | +2.8% | 52,750 | -8.2% | 0.00% | 0.0% |
| Q3 2022 | $2,754,000 | +16.2% | 57,432 | +26.0% | 0.00% | 0.0% |
| Q2 2022 | $2,370,000 | -42.7% | 45,590 | -32.8% | 0.00% | 0.0% |
| Q1 2022 | $4,133,000 | +101.6% | 67,887 | +111.5% | 0.00% | – |
| Q4 2021 | $2,050,000 | +36.1% | 32,099 | +42.7% | 0.00% | – |
| Q3 2021 | $1,506,000 | -76.5% | 22,491 | -76.7% | 0.00% | -100.0% |
| Q2 2021 | $6,408,000 | +2.0% | 96,566 | +2.3% | 0.00% | 0.0% |
| Q1 2021 | $6,285,000 | +489.0% | 94,413 | +470.0% | 0.00% | – |
| Q4 2020 | $1,067,000 | -71.7% | 16,564 | -75.2% | 0.00% | -100.0% |
| Q3 2020 | $3,767,000 | +758.1% | 66,891 | +702.1% | 0.00% | – |
| Q2 2020 | $439,000 | -31.6% | 8,340 | -39.7% | 0.00% | – |
| Q1 2020 | $642,000 | -51.8% | 13,835 | -39.4% | 0.00% | – |
| Q4 2019 | $1,332,000 | -76.2% | 22,817 | -77.0% | 0.00% | -100.0% |
| Q3 2019 | $5,585,000 | +210.8% | 99,370 | +207.8% | 0.00% | +100.0% |
| Q2 2019 | $1,797,000 | -93.5% | 32,280 | -93.5% | 0.00% | -91.7% |
| Q1 2019 | $27,809,000 | +7733.5% | 499,873 | +7040.0% | 0.01% | – |
| Q4 2018 | $355,000 | +91.9% | 7,001 | +122.8% | 0.00% | – |
| Q3 2018 | $185,000 | +2.8% | 3,142 | +0.6% | 0.00% | – |
| Q2 2018 | $180,000 | -23.7% | 3,122 | -20.9% | 0.00% | – |
| Q1 2018 | $236,000 | -20.8% | 3,948 | -20.9% | 0.00% | – |
| Q4 2017 | $298,000 | +67.4% | 4,990 | +58.9% | 0.00% | – |
| Q3 2017 | $178,000 | -45.7% | 3,141 | -48.1% | 0.00% | – |
| Q2 2017 | $328,000 | -33.2% | 6,057 | -35.0% | 0.00% | – |
| Q1 2017 | $491,000 | +41.5% | 9,315 | +31.2% | 0.00% | – |
| Q4 2016 | $347,000 | -25.2% | 7,102 | -22.1% | 0.00% | – |
| Q3 2016 | $464,000 | +141.7% | 9,119 | +121.8% | 0.00% | – |
| Q2 2016 | $192,000 | -21.0% | 4,112 | -21.9% | 0.00% | – |
| Q1 2016 | $243,000 | +43.8% | 5,266 | +49.6% | 0.00% | – |
| Q4 2015 | $169,000 | +81.7% | 3,519 | +71.2% | 0.00% | – |
| Q3 2015 | $93,000 | -91.3% | 2,056 | -90.1% | 0.00% | -100.0% |
| Q1 2015 | $1,067,000 | -26.8% | 20,818 | -32.5% | 0.00% | 0.0% |
| Q4 2014 | $1,458,000 | +6239.1% | 30,841 | +6392.8% | 0.00% | – |
| Q3 2014 | $23,000 | – | 475 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Trust, Inc. | 4,819,677 | $276,794 | 4.22% |
| Municipal Employees' Retirement System of Michigan | 4,476,690 | $248,904 | 3.46% |
| Elm Partners Management LLC | 549,219 | $30,536,566 | 3.16% |
| Mandatum Life Insurance Co Ltd | 102,145 | $5,679,262 | 2.37% |
| Integris Wealth Management, LLC | 90,451 | $5,029,076 | 1.65% |
| Financial Gravity Asset Management, Inc. | 558,350 | $137,143,811 | 1.51% |
| Columbus Macro, LLC | 56,496 | $3,141,177 | 1.32% |
| Blue Edge Capital, LLC | 109,703 | $6,099,487 | 1.28% |
| Millington Financial Advisors, LLC | 25,228 | $1,402,688 | 1.26% |
| Smithfield Trust Co | 313,500 | $17,424 | 1.07% |