ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,762,995 | +9.0% | 49,694 | +12.6% | 0.00% | +33.3% |
| Q2 2023 | $2,534,326 | -0.8% | 44,129 | -2.2% | 0.00% | -25.0% |
| Q1 2023 | $2,553,525 | +5.7% | 45,139 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $2,416,557 | +12.0% | 45,026 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $2,157,000 | +3.2% | 45,001 | +12.0% | 0.00% | +33.3% |
| Q2 2022 | $2,090,000 | -19.1% | 40,195 | -5.3% | 0.00% | -25.0% |
| Q1 2022 | $2,585,000 | -17.4% | 42,439 | -13.4% | 0.00% | -20.0% |
| Q4 2021 | $3,131,000 | -5.2% | 49,031 | -0.6% | 0.01% | -16.7% |
| Q3 2021 | $3,302,000 | +0.9% | 49,314 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $3,274,000 | -2.3% | 49,342 | -2.0% | 0.01% | -14.3% |
| Q1 2021 | $3,352,000 | -2.7% | 50,358 | -5.8% | 0.01% | -12.5% |
| Q4 2020 | $3,444,000 | +5942.1% | 53,460 | +4962.5% | 0.01% | – |
| Q2 2017 | $57,000 | +1.8% | 1,056 | 0.0% | 0.00% | – |
| Q1 2017 | $56,000 | +7.7% | 1,056 | 0.0% | 0.00% | – |
| Q4 2016 | $52,000 | – | 1,056 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 321,837 | $16,757,000 | 3.77% |
| Tolleson Wealth Management, Inc. | 115,581 | $5,851,000 | 3.44% |
| ERTS Wealth Advisors, LLC | 53,814 | $2,724,000 | 1.95% |
| TPG Financial Advisors, LLC | 30,427 | $1,540,000 | 1.67% |
| Barber Financial Group, Inc. | 114,901 | $5,816,000 | 1.25% |
| Wealthquest Corp | 56,652 | $2,867,000 | 1.18% |
| ASSETMARK, INC | 2,174,554 | $110,076,000 | 1.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 4,866,099 | $286,419,000 | 1.03% |
| VALENTINE VENTURES LLC | 15,865 | $803,000 | 1.00% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5,127 | $260,000 | 0.83% |