ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 92 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,481,799 | -49.0% | 185,289 | -51.6% | 0.00% | 0.0% |
| Q4 2022 | $20,532,746 | +166.9% | 382,574 | +138.4% | 0.00% | – |
| Q3 2022 | $7,692,000 | +323.6% | 160,445 | +359.4% | 0.00% | – |
| Q2 2022 | $1,816,000 | +647.3% | 34,924 | +774.6% | 0.00% | – |
| Q1 2022 | $243,000 | -23.3% | 3,993 | -19.3% | 0.00% | – |
| Q4 2021 | $317,000 | -96.3% | 4,948 | -96.1% | 0.00% | – |
| Q1 2021 | $8,465,000 | +133.5% | 127,155 | +126.0% | 0.00% | – |
| Q4 2020 | $3,625,000 | +393.2% | 56,266 | +303.4% | 0.00% | – |
| Q2 2020 | $735,000 | -28.4% | 13,948 | -37.0% | 0.00% | – |
| Q1 2020 | $1,027,000 | -25.9% | 22,156 | -5.9% | 0.00% | – |
| Q3 2018 | $1,386,000 | -67.3% | 23,555 | -68.0% | 0.00% | – |
| Q2 2018 | $4,245,000 | -3.7% | 73,631 | 0.0% | 0.00% | – |
| Q1 2018 | $4,409,000 | +0.4% | 73,631 | 0.0% | 0.00% | – |
| Q4 2017 | $4,391,000 | +1.6% | 73,631 | -3.8% | 0.00% | – |
| Q3 2017 | $4,323,000 | +4.3% | 76,536 | 0.0% | 0.00% | – |
| Q2 2017 | $4,146,000 | – | 76,536 | – | 0.00% | – |
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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% |