Veritable, L.P. - ISHARES TR ownership

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
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$225,700
+1.5%
3,9300.0%0.00%
-25.0%
Q1 2023$222,320
+5.4%
3,9300.0%0.00%0.0%
Q4 2022$210,923
+3.4%
3,9300.0%0.00%0.0%
Q2 2022$204,000
-14.6%
3,9300.0%0.00%0.0%
Q1 2022$239,000
-4.8%
3,9300.0%0.00%0.0%
Q4 2021$251,000
-4.6%
3,9300.0%0.00%0.0%
Q3 2021$263,000
+0.8%
3,9300.0%0.00%0.0%
Q2 2021$261,000
-0.4%
3,9300.0%0.00%0.0%
Q1 2021$262,000
+3.6%
3,9300.0%0.00%
-20.0%
Q4 2020$253,000
+14.5%
3,9300.0%0.01%
+25.0%
Q3 2020$221,000
+6.8%
3,9300.0%0.00%0.0%
Q2 2020$207,000
-31.9%
3,930
-24.5%
0.00%
-33.3%
Q4 2019$304,0005,2040.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders