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 | $30,536,566 | -6.5% | 549,219 | -3.5% | 3.16% | -4.1% |
| Q2 2023 | $32,676,166 | +1.3% | 568,974 | -0.2% | 3.29% | -2.9% |
| Q1 2023 | $32,245,974 | +17.3% | 570,019 | +11.3% | 3.39% | +6.7% |
| Q4 2022 | $27,488,808 | -1.9% | 512,182 | -12.3% | 3.18% | -15.9% |
| Q3 2022 | $28,010,000 | +5.7% | 584,276 | +14.6% | 3.78% | +9.4% |
| Q2 2022 | $26,509,000 | +3.9% | 509,891 | +21.7% | 3.46% | +7.1% |
| Q1 2022 | $25,524,000 | -9.2% | 419,114 | -4.8% | 3.23% | -6.9% |
| Q4 2021 | $28,116,000 | +2.3% | 440,282 | +7.3% | 3.46% | -5.6% |
| Q3 2021 | $27,487,000 | +0.3% | 410,496 | -0.6% | 3.67% | +1.8% |
| Q2 2021 | $27,396,000 | -1.5% | 412,902 | -1.2% | 3.60% | -8.9% |
| Q1 2021 | $27,812,000 | +1.7% | 417,790 | -1.6% | 3.96% | -3.2% |
| Q4 2020 | $27,354,000 | +12.9% | 424,624 | -1.2% | 4.09% | +0.3% |
| Q3 2020 | $24,218,000 | +3.9% | 429,935 | -2.8% | 4.07% | -2.1% |
| Q2 2020 | $23,310,000 | +11.2% | 442,319 | -2.2% | 4.16% | -9.8% |
| Q1 2020 | $20,963,000 | +97.3% | 452,180 | +139.2% | 4.61% | +98.2% |
| Q4 2019 | $10,624,000 | +16.4% | 189,041 | +16.4% | 2.33% | +12.6% |
| Q3 2019 | $9,129,000 | +53.3% | 162,441 | +51.9% | 2.07% | +55.1% |
| Q2 2019 | $5,954,000 | +21.2% | 106,952 | +21.1% | 1.33% | +1.4% |
| Q1 2019 | $4,912,000 | +192.2% | 88,293 | +166.5% | 1.32% | +126.7% |
| Q4 2018 | $1,681,000 | – | 33,135 | – | 0.58% | – |
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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% |