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 |
|---|---|---|---|---|---|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
99,757
shares
|
$6.01 Million
2.04% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
97,718
shares
|
$5.89 Million
0.0% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
95,756
shares
|
$5.77 Million
0.0% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
93,601
shares
|
$5.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
84,079
shares
|
$5.07 Million
0.51% of portfolio
|
Q3 2022
Reduced 9.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
83,110
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
80,505
shares
|
$4.85 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
78,065
shares
|
$4.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
73,154
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
61,166
shares
|
$3.69 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
58,855
shares
|
$3.55 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
57,035
shares
|
$3.44 Million
1.38% of portfolio
|
Q3 2024
Added 48.17%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
55,355
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
51,250
shares
|
$3.09 Million
0.78% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
50,225
shares
|
$3.03 Million
0.12% of portfolio
|
Q3 2024
Added 407.84%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
48,573
shares
|
$2.93 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
44,174
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
43,473
shares
|
$2.62 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
42,294
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
33,830
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
33,401
shares
|
$2.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
32,968
shares
|
$1.99 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
30,889
shares
|
$1.86 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
30,029
shares
|
$1.81 Million
1.25% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
26,252
shares
|
$1.58 Million
0.67% of portfolio
|
Q3 2024
Added 5.36%
|