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 163 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| 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
|
$8.43 Million
3.4% of portfolio
|
Q2 2023
Added 20.46%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
107,743
shares
|
$7.94 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
|
$6.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
93,974
shares
|
$6.92 Million
0.0% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
89,476
shares
|
$6.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
87,887
shares
|
$6.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
86,986
shares
|
$6.41 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
84,079
shares
|
$6.19 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
|
$6.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
78,582
shares
|
$5.79 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
75,291
shares
|
$5.55 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
|
$5.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
69,878
shares
|
$5.15 Million
0.11% of portfolio
|
Q3 2025
Added 148.16%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
59,306
shares
|
$4.37 Million
0.8% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
56,255
shares
|
$4.14 Million
0.76% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
54,251
shares
|
$4 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
48,948
shares
|
$3.61 Million
1.03% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
40,441
shares
|
$2.98 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
|
$2.95 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
37,724
shares
|
$2.78 Million
0.82% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
34,776
shares
|
$2.56 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
31,748
shares
|
$2.34 Million
1.05% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
29,288
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
28,502
shares
|
$2.1 Million
0.4% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
27,968
shares
|
$2.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 13.96%
|