ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 128 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,786,843 | -2.4% | 104,080 | +0.8% | 0.04% | -9.8% |
| Q2 2023 | $5,928,035 | +1.4% | 103,222 | -0.1% | 0.04% | -4.7% |
| Q1 2023 | $5,844,390 | +0.9% | 103,313 | -4.3% | 0.04% | -8.5% |
| Q4 2022 | $5,792,202 | +612.4% | 107,923 | +536.4% | 0.05% | +370.0% |
| Q3 2022 | $813,000 | -7.2% | 16,958 | +0.6% | 0.01% | -9.1% |
| Q2 2022 | $876,000 | -12.0% | 16,853 | +3.0% | 0.01% | -8.3% |
| Q1 2022 | $996,000 | -6.2% | 16,359 | -1.6% | 0.01% | -7.7% |
| Q4 2021 | $1,062,000 | 0.0% | 16,628 | +4.8% | 0.01% | -7.1% |
| Q3 2021 | $1,062,000 | -1.9% | 15,861 | -2.8% | 0.01% | -6.7% |
| Q2 2021 | $1,083,000 | +10.7% | 16,317 | +11.0% | 0.02% | -28.6% |
| Q1 2021 | $978,000 | +5.3% | 14,698 | +1.9% | 0.02% | -4.5% |
| Q4 2020 | $929,000 | +50.1% | 14,426 | +31.3% | 0.02% | +37.5% |
| Q3 2020 | $619,000 | +14.2% | 10,989 | +6.8% | 0.02% | +14.3% |
| Q2 2020 | $542,000 | +20.7% | 10,286 | +6.2% | 0.01% | -6.7% |
| Q1 2020 | $449,000 | +81.0% | 9,689 | +127.1% | 0.02% | +114.3% |
| Q4 2019 | $248,000 | – | 4,267 | – | 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% |