ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,098 | +4.3% | 5,649 | +7.7% | 0.00% | +33.3% |
| Q2 2023 | $301,177 | +16.9% | 5,244 | +15.2% | 0.00% | 0.0% |
| Q1 2023 | $257,618 | -30.3% | 4,554 | -33.9% | 0.00% | -40.0% |
| Q4 2022 | $369,838 | -17.1% | 6,891 | -25.9% | 0.01% | -28.6% |
| Q3 2022 | $446,000 | -51.1% | 9,300 | -47.0% | 0.01% | -50.0% |
| Q2 2022 | $912,000 | -23.7% | 17,538 | -10.8% | 0.01% | -12.5% |
| Q1 2022 | $1,195,000 | -18.7% | 19,651 | -14.6% | 0.02% | -27.3% |
| Q4 2021 | $1,470,000 | +14.9% | 23,015 | +20.6% | 0.02% | +4.8% |
| Q3 2021 | $1,279,000 | +19.0% | 19,079 | +17.9% | 0.02% | +5.0% |
| Q2 2021 | $1,075,000 | +8.4% | 16,189 | +8.6% | 0.02% | -4.8% |
| Q1 2021 | $992,000 | -0.8% | 14,912 | -4.1% | 0.02% | -12.5% |
| Q4 2020 | $1,000,000 | +37.2% | 15,545 | +20.6% | 0.02% | +100.0% |
| Q3 2020 | $729,000 | +9.6% | 12,895 | +2.1% | 0.01% | -36.8% |
| Q2 2020 | $665,000 | +29.4% | 12,635 | +14.0% | 0.02% | +26.7% |
| Q1 2020 | $514,000 | +148.3% | 11,087 | +213.7% | 0.02% | +200.0% |
| Q4 2019 | $207,000 | – | 3,534 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elm Partners Management LLC | 419,114 | $25,524,000 | 3.23% |
| Advisory Services & Investments, LLC | 44,567 | $2,714,000 | 2.20% |
| GenTrust, LLC | 341,793 | $20,815,000 | 1.60% |
| Ratio Wealth Group | 71,082 | $4,328,894 | 1.29% |
| Columbus Macro, LLC | 58,778 | $3,580,000 | 1.22% |
| Mandatum Life Insurance Co Ltd | 95,618 | $5,823,000 | 1.08% |
| Portfolio Solutions, LLC | 95,197 | $5,797,000 | 0.74% |
| Blue Edge Capital, LLC | 58,235 | $3,546,512,000 | 0.71% |
| Capital Advantage, Inc. | 48,994 | $2,984,000 | 0.69% |
| Smithfield Trust Co | 161,207 | $9,813,000 | 0.63% |