ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,884,231 | +7.2% | 33,889 | +10.8% | 0.19% | +3.2% |
| Q2 2023 | $1,756,902 | -3.2% | 30,592 | -4.7% | 0.19% | -13.0% |
| Q1 2023 | $1,815,596 | -3.6% | 32,095 | -8.5% | 0.22% | -12.6% |
| Q4 2022 | $1,883,344 | -13.6% | 35,091 | -22.8% | 0.25% | -22.4% |
| Q3 2022 | $2,179,000 | +33.5% | 45,450 | +44.8% | 0.32% | +39.0% |
| Q2 2022 | $1,632,000 | -13.4% | 31,395 | +1.5% | 0.23% | -7.7% |
| Q1 2022 | $1,884,000 | -17.1% | 30,941 | -13.0% | 0.25% | -15.7% |
| Q4 2021 | $2,272,000 | -23.5% | 35,584 | -19.7% | 0.29% | -29.1% |
| Q3 2021 | $2,968,000 | -88.1% | 44,323 | -88.2% | 0.41% | -88.3% |
| Q2 2021 | $24,899,000 | +5.6% | 375,271 | +5.9% | 3.53% | -2.3% |
| Q1 2021 | $23,586,000 | +7.5% | 354,300 | +4.0% | 3.61% | -1.4% |
| Q4 2020 | $21,944,000 | – | 340,644 | – | 3.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 321,837 | $16,757,000 | 3.77% |
| Tolleson Wealth Management, Inc. | 115,581 | $5,851,000 | 3.44% |
| ERTS Wealth Advisors, LLC | 53,814 | $2,724,000 | 1.95% |
| TPG Financial Advisors, LLC | 30,427 | $1,540,000 | 1.67% |
| Barber Financial Group, Inc. | 114,901 | $5,816,000 | 1.25% |
| Wealthquest Corp | 56,652 | $2,867,000 | 1.18% |
| ASSETMARK, INC | 2,174,554 | $110,076,000 | 1.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 4,866,099 | $286,419,000 | 1.03% |
| VALENTINE VENTURES LLC | 15,865 | $803,000 | 1.00% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5,127 | $260,000 | 0.83% |