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 | $2,701 | +2.2% | 48,585 | +5.5% | 0.01% | 0.0% |
| Q2 2023 | $2,643 | +15.6% | 46,048 | +14.0% | 0.01% | +20.0% |
| Q1 2023 | $2,286 | +28.3% | 40,397 | +21.7% | 0.01% | +25.0% |
| Q4 2022 | $1,782 | -99.9% | 33,202 | -22.4% | 0.00% | -20.0% |
| Q3 2022 | $2,053,000 | +27.8% | 42,810 | +38.5% | 0.01% | +25.0% |
| Q2 2022 | $1,607,000 | +11.8% | 30,909 | +30.9% | 0.00% | +33.3% |
| Q1 2022 | $1,437,000 | +25.2% | 23,607 | +31.3% | 0.00% | +50.0% |
| Q4 2021 | $1,148,000 | -9.6% | 17,978 | -5.3% | 0.00% | -33.3% |
| Q3 2021 | $1,270,000 | +0.9% | 18,982 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,259,000 | -3.7% | 18,982 | -3.3% | 0.00% | 0.0% |
| Q1 2021 | $1,307,000 | +4.6% | 19,638 | +1.2% | 0.00% | 0.0% |
| Q4 2020 | $1,250,000 | +21.7% | 19,398 | +6.5% | 0.00% | 0.0% |
| Q3 2020 | $1,027,000 | +13.1% | 18,218 | +5.7% | 0.00% | 0.0% |
| Q2 2020 | $908,000 | +13.8% | 17,229 | -0.0% | 0.00% | 0.0% |
| Q1 2020 | $798,000 | – | 17,230 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alexandria Capital, LLC | 106,667 | $5,090,000 | 1.28% |
| ASSETMARK, INC | 1,080,984 | $51,585,000 | 0.96% |
| SUNTRUST BANKS INC | 2,547,269 | $121,553,000 | 0.75% |
| IFC Holdings Incorporated/FL | 40,699 | $1,940,000 | 0.26% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 174,447 | $8,325,000 | 0.19% |
| NATIONAL PLANNING CORP | 40,318 | $1,736,000 | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 575,916 | $27,483,000 | 0.12% |
| Portfolio Solutions, LLC | 15,086 | $720,000 | 0.12% |
| INVESTMENT CENTERS OF AMERICA INC | 15,867 | $758,000 | 0.10% |
| LAZARD ASSET MANAGEMENT LLC | 752,547 | $35,911,000 | 0.08% |