ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $217,621 | -2.5% | 3,847 | -7.5% | 0.01% | -16.7% |
| Q4 2022 | $223,103 | -17.7% | 4,157 | -20.2% | 0.01% | -50.0% |
| Q2 2022 | $271,000 | -15.6% | 5,207 | -1.1% | 0.01% | 0.0% |
| Q1 2022 | $321,000 | -22.8% | 5,267 | -19.2% | 0.01% | -20.0% |
| Q4 2021 | $416,000 | -3.0% | 6,521 | +1.9% | 0.02% | -11.8% |
| Q3 2021 | $429,000 | +7.8% | 6,402 | +6.7% | 0.02% | +6.2% |
| Q2 2021 | $398,000 | +36.8% | 6,002 | +37.1% | 0.02% | +14.3% |
| Q1 2021 | $291,000 | +3.2% | 4,378 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $282,000 | +15.1% | 4,378 | +0.8% | 0.02% | -11.8% |
| Q3 2020 | $245,000 | +10.9% | 4,343 | +3.5% | 0.02% | +6.2% |
| Q2 2020 | $221,000 | +7.3% | 4,197 | +19.8% | 0.02% | -66.7% |
| Q3 2018 | $206,000 | – | 3,503 | – | 0.05% | – |
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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% |