Institutional Ownership Ishares Tr Ishares Core Msci P (IPAC)
This table provides information about the institutional ownership of Ishares Tr Ishares Core Msci P (IPAC). We have compiled data on the 157 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
114,348
shares
|
$8.16 Million
3.4% of portfolio
|
Q2 2023
Added 20.46%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
107,743
shares
|
$7.69 Million
1.32% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
94,159
shares
|
$6.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
93,974
shares
|
$6.71 Million
0.0% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
89,476
shares
|
$6.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
88,990
shares
|
$6.35 Million
0.79% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
87,887
shares
|
$6.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
84,079
shares
|
$6 Million
0.51% of portfolio
|
Q3 2022
Reduced 9.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
83,749
shares
|
$5.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
79,110
shares
|
$5.65 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
75,291
shares
|
$5.38 Million
0.0% of portfolio
|
Q2 2025
Added 234.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
71,965
shares
|
$5.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
59,306
shares
|
$4.23 Million
0.8% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
56,255
shares
|
$4.02 Million
0.76% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
54,251
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
48,948
shares
|
$3.49 Million
1.03% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
40,441
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
39,972
shares
|
$2.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
37,724
shares
|
$2.69 Million
0.82% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
34,776
shares
|
$2.48 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
33,730
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Added 2558.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
31,748
shares
|
$2.27 Million
1.05% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
28,158
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
28,112
shares
|
$2.01 Million
0.4% of portfolio
|
Q2 2025
Reduced 45.32%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
27,968
shares
|
$2 Million
0.23% of portfolio
|
Q2 2025
Reduced 13.96%
|