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 152 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
107,743
shares
|
$6.93 Million
1.32% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
104,078
shares
|
$6.7 Million
0.0% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
99,757
shares
|
$6.42 Million
1.81% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
96,818
shares
|
$6.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
92,600
shares
|
$5.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
91,995
shares
|
$5.92 Million
0.0% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
84,079
shares
|
$5.41 Million
0.51% of portfolio
|
Q3 2022
Reduced 9.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
83,709
shares
|
$5.39 Million
0.0% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
79,991
shares
|
$5.15 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
77,108
shares
|
$4.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
66,413
shares
|
$4.27 Million
0.93% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
58,258
shares
|
$3.75 Million
0.0% of portfolio
|
Q4 2024
Added 31.88%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
57,095
shares
|
$3.67 Million
1.02% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
52,256
shares
|
$3.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
51,250
shares
|
$3.3 Million
0.78% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
50,963
shares
|
$3.28 Million
0.71% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
46,876
shares
|
$3.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
40,504
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
36,912
shares
|
$2.38 Million
0.29% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
36,098
shares
|
$2.32 Million
1.17% of portfolio
|
Q4 2024
Reduced 41.02%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
35,302
shares
|
$2.27 Million
0.17% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,181
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
32,039
shares
|
$2.06 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
30,456
shares
|
$1.96 Million
0.73% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
28,780
shares
|
$1.85 Million
1.03% of portfolio
|
Q4 2024
Reduced 4.16%
|