ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $533,393 | -3.1% | 9,593 | +0.1% | 0.38% | +0.5% |
| Q2 2023 | $550,317 | +51.1% | 9,582 | +48.9% | 0.38% | +40.8% |
| Q1 2023 | $364,163 | +5.4% | 6,437 | 0.0% | 0.27% | -3.5% |
| Q4 2022 | $345,495 | +39.3% | 6,437 | +24.5% | 0.28% | +23.1% |
| Q3 2022 | $248,000 | +0.8% | 5,170 | +9.2% | 0.23% | -6.5% |
| Q2 2022 | $246,000 | -11.8% | 4,736 | +3.4% | 0.24% | +8.9% |
| Q1 2022 | $279,000 | +66.1% | 4,580 | +73.6% | 0.22% | +77.2% |
| Q4 2021 | $168,000 | +26.3% | 2,638 | +32.4% | 0.13% | +19.8% |
| Q3 2021 | $133,000 | +6550.0% | 1,992 | +5936.4% | 0.11% | +5200.0% |
| Q2 2021 | $2,000 | – | 33 | – | 0.00% | – |
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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% |