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 141 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
7,900,840
shares
|
$476 Million
6.59% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
6,404,807
shares
|
$386 Million
5.62% of portfolio
|
Q2 2024
Added 36.75%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,400,659
shares
|
$84.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,145,981
shares
|
$69.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
959,770
shares
|
$57.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
836,531
shares
|
$50.4 Million
0.0% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
737,782
shares
|
$44.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
712,629
shares
|
$43 Million
3.3% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
596,951
shares
|
$36 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
522,245
shares
|
$31.5 Million
0.04% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
513,306
shares
|
$30.9 Million
0.08% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
310,080
shares
|
$18.7 Million
1.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
297,138
shares
|
$17.9 Million
3.71% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
209,115
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2024
Added 46.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
158,097
shares
|
$9.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
148,845
shares
|
$8.97 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
148,679
shares
|
$8.96 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
136,766
shares
|
$8.24 Million
0.02% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
134,249
shares
|
$8.09 Million
0.67% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
123,513
shares
|
$7.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
114,348
shares
|
$6.89 Million
3.4% of portfolio
|
Q2 2023
Added 20.46%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
113,765
shares
|
$6.86 Million
1.23% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
113,677
shares
|
$6.85 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
110,162
shares
|
$6.64 Million
0.97% of portfolio
|
Q3 2024
Added 54.49%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
107,743
shares
|
$6.49 Million
1.32% of portfolio
|
Q1 2024
Added 6.29%
|