ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 108 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,033 | -11.7% | 72,529 | -8.8% | 0.34% | +34.0% |
| Q2 2023 | $4,566 | -4.9% | 79,512 | -11.1% | 0.25% | +19.6% |
| Q1 2023 | $4,801 | 0.0% | 89,447 | 0.0% | 0.21% | 0.0% |
| Q4 2022 | $4,801 | -99.9% | 89,447 | -3.8% | 0.21% | +4.5% |
| Q3 2022 | $4,459,000 | -13.9% | 93,016 | -6.7% | 0.20% | +3.1% |
| Q2 2022 | $5,181,000 | -28.5% | 99,650 | -16.3% | 0.19% | -21.1% |
| Q1 2022 | $7,247,000 | -8.9% | 119,004 | -4.4% | 0.25% | +11.8% |
| Q4 2021 | $7,951,000 | -11.4% | 124,508 | -7.1% | 0.22% | -23.1% |
| Q3 2021 | $8,973,000 | -1.6% | 134,002 | -2.5% | 0.29% | -5.6% |
| Q2 2021 | $9,117,000 | -4.5% | 137,410 | -4.2% | 0.30% | -15.8% |
| Q1 2021 | $9,549,000 | +0.0% | 143,443 | -3.2% | 0.36% | -8.6% |
| Q4 2020 | $9,546,000 | +7.4% | 148,179 | -6.1% | 0.39% | -5.3% |
| Q3 2020 | $8,891,000 | -0.4% | 157,846 | -6.8% | 0.42% | -11.1% |
| Q2 2020 | $8,926,000 | +10.6% | 169,381 | -2.7% | 0.47% | -10.9% |
| Q1 2020 | $8,072,000 | -26.2% | 174,122 | -7.1% | 0.52% | -13.1% |
| Q4 2019 | $10,944,000 | -3.1% | 187,357 | -6.8% | 0.60% | -22.8% |
| Q3 2019 | $11,297,000 | -4.8% | 201,023 | -5.7% | 0.78% | +68.2% |
| Q2 2019 | $11,867,000 | -3.6% | 213,162 | -3.7% | 0.46% | -6.8% |
| Q1 2019 | $12,312,000 | – | 221,324 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Trust, Inc. | 4,819,677 | $276,794 | 4.22% |
| Municipal Employees' Retirement System of Michigan | 4,476,690 | $248,904 | 3.46% |
| Elm Partners Management LLC | 549,219 | $30,536,566 | 3.16% |
| Mandatum Life Insurance Co Ltd | 102,145 | $5,679,262 | 2.37% |
| Integris Wealth Management, LLC | 90,451 | $5,029,076 | 1.65% |
| Financial Gravity Asset Management, Inc. | 558,350 | $137,143,811 | 1.51% |
| Columbus Macro, LLC | 56,496 | $3,141,177 | 1.32% |
| Blue Edge Capital, LLC | 109,703 | $6,099,487 | 1.28% |
| Millington Financial Advisors, LLC | 25,228 | $1,402,688 | 1.26% |
| Smithfield Trust Co | 313,500 | $17,424 | 1.07% |