ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $129,434 | +7.0% | 2,175 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $120,930 | -3.2% | 2,175 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $124,910 | +1.5% | 2,175 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $123,040 | +5.4% | 2,175 | 0.0% | 0.07% | +3.1% |
| Q4 2022 | $116,732 | +12.2% | 2,175 | 0.0% | 0.06% | +4.9% |
| Q3 2022 | $104,000 | -8.0% | 2,175 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $113,000 | -22.1% | 2,175 | -8.4% | 0.06% | -6.1% |
| Q1 2022 | $145,000 | -4.6% | 2,375 | 0.0% | 0.07% | -1.5% |
| Q4 2021 | $152,000 | -8.4% | 2,375 | -4.0% | 0.07% | -15.2% |
| Q3 2021 | $166,000 | -14.4% | 2,475 | -15.4% | 0.08% | -15.1% |
| Q2 2021 | $194,000 | +55.2% | 2,925 | +56.0% | 0.09% | +47.6% |
| Q1 2021 | $125,000 | +380.8% | 1,875 | +368.8% | 0.06% | +384.6% |
| Q4 2020 | $26,000 | – | 400 | – | 0.01% | – |
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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% |