ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 123 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,456 | -1.8% | 16,501 | +1.5% | 0.00% | – |
| Q2 2023 | $933,812 | +1.5% | 16,260 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $919,828 | +5.4% | 16,260 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $872,674 | +11.9% | 16,260 | 0.0% | 0.00% | – |
| Q3 2022 | $780,000 | -7.7% | 16,260 | 0.0% | 0.00% | – |
| Q2 2022 | $845,000 | -14.6% | 16,260 | 0.0% | 0.00% | – |
| Q1 2022 | $990,000 | -4.6% | 16,260 | 0.0% | 0.00% | – |
| Q4 2021 | $1,038,000 | -4.7% | 16,260 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $1,089,000 | +0.9% | 16,260 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,079,000 | -0.3% | 16,260 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,082,000 | +3.3% | 16,260 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,047,000 | +31.5% | 16,260 | +15.0% | 0.00% | 0.0% |
| Q3 2020 | $796,000 | +47.4% | 14,135 | +37.9% | 0.00% | – |
| Q2 2020 | $540,000 | – | 10,250 | – | 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% |