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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $333,040 | -10.0% | 6,205 | -19.5% | 0.07% | -40.8% |
Q3 2022 | $370,000 | +2.5% | 7,708 | +11.0% | 0.12% | +54.3% |
Q2 2022 | $361,000 | +25.3% | 6,943 | +47.0% | 0.08% | +97.6% |
Q1 2022 | $288,000 | +25.2% | 4,724 | +31.3% | 0.04% | +32.3% |
Q4 2021 | $230,000 | +8.0% | 3,598 | +13.0% | 0.03% | +3.3% |
Q3 2021 | $213,000 | -80.2% | 3,183 | -82.6% | 0.03% | -82.4% |
Q3 2018 | $1,075,000 | +12.1% | 18,271 | +9.9% | 0.17% | -3.4% |
Q2 2018 | $959,000 | -4.6% | 16,623 | -1.0% | 0.18% | -13.3% |
Q1 2018 | $1,005,000 | -21.4% | 16,789 | -21.7% | 0.20% | +14.7% |
Q4 2017 | $1,278,000 | +16.5% | 21,435 | +10.4% | 0.18% | -5.3% |
Q3 2017 | $1,097,000 | +44.0% | 19,414 | +38.0% | 0.19% | +40.6% |
Q2 2017 | $762,000 | +95.4% | 14,066 | +90.0% | 0.13% | +72.7% |
Q1 2017 | $390,000 | – | 7,403 | – | 0.08% | – |
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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% |