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 149 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
120,166
shares
|
$8.03 Million
0.0% of portfolio
|
Q1 2025
Added 15.46%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
116,707
shares
|
$7.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
114,348
shares
|
$7.64 Million
3.4% of portfolio
|
Q2 2023
Added 20.46%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
107,743
shares
|
$7.2 Million
1.32% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
97,278
shares
|
$6.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
95,722
shares
|
$6.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
90,642
shares
|
$6.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
89,230
shares
|
$5.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
87,547
shares
|
$5.85 Million
0.0% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
84,079
shares
|
$5.62 Million
0.51% of portfolio
|
Q3 2022
Reduced 9.74%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
79,951
shares
|
$5.34 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
72,735
shares
|
$4.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
56,279
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
56,255
shares
|
$3.76 Million
0.76% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
51,782
shares
|
$3.46 Million
1.05% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
51,416
shares
|
$3.44 Million
0.72% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
50,963
shares
|
$3.41 Million
0.71% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
50,433
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Added 122.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
46,748
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 40.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
46,121
shares
|
$3.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
40,824
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
36,574
shares
|
$2.44 Million
0.17% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
35,060
shares
|
$2.34 Million
0.79% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
34,954
shares
|
$2.34 Million
1.14% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
32,504
shares
|
$2.17 Million
0.25% of portfolio
|
Q1 2025
Reduced 11.94%
|