Skip to content

IPAC ISHARES TR

Follow

CORE MSCI PAC (fund)

187 managers (188 13F filers) reported a position in IPAC shares at 2026-06-30, 23,381,148 shares in all. 21 filers opened a position and 10 filers sold out during the quarter.

Managers
187
13F filers
188
New
21
Added
70
Reduced
62
Sold out
10
Shares held by filers
23,381,148

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Blue Trust, Inc.5,977,443$490M5.13%-150,46213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,844,032$233M0.01%+420,01013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,677,633$219M0.05%-1,369,03613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,202,282$98.5M0.01%+305,88613F-HRTimelineGroup
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD1,094,986$89.7M0.13%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,026,218$84.1M<0.01%+31,79413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC940,857$77.1M0.13%-12,91613F-HRTimelineGroup
MATHER GROUP, LLC.654,722$53.6M0.47%-3,76013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP610,501$50M0.04%+6,98813F-HRTimelineGroup
Elm Partners Management LLC533,830$43.7M1.57%+25,99413F-HRTimeline
Cetera Investment Advisers404,717$33.2M0.03%+1,21813F-HRTimeline
Smithfield Trust Co334,311$27.4M1.09%-11,45213F-HRTimeline
Mandatum Life Insurance Co Ltd261,853$21.5M3.97%+31,25113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC254,769$20.9M0.03%-173,84613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…226,260$18.5M0.03%+74,39413F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich225,182$18.4M0.05%-11,25513F-HRTimeline
Roberts Financial Services LLC208,888$17.1M5.01%-1,00413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,312$16.7M<0.01%+33813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN203,327$16.7M<0.01%+2,16713F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC190,959$15.6M1.54%+8,13013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.182,292$14.9M0.86%-2,13713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…163,132$13.4M0.02%+27,74713F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC151,502$12.4M0.09%+6,05313F-HRTimelineGroup
Blue Edge Capital, LLC148,371$12.2M1.46%+72113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,502$12M0.01%+6,67413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.140,969$11.5M<0.01%-10,48613F-HRTimelineGroup
Garde Capital, Inc.138,788$11.4M0.51%-1,49513F-HRTimeline
GenTrust, LLC132,979$10.9M0.42%-2,70813F-HRTimeline
LPL Financial LLC109,734$8.99M<0.01%-2,12013F-HRTimeline
Amundiin group Amundi105,514$8.64M<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC101,789$8.34M<0.01%+44,02213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding88,933$7.29M+1,196Timeline
Columbus Macro, LLC88,047$7.21M0.7%+1,09013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…77,364$6.35M0.04%-1,35813F-HRTimelineGroup
Integris Wealth Management, LLC72,703$5.96M1.2%-3,71013F-HRTimeline
Prime Capital Investment Advisors, LLC71,814$5.88M0.06%-18313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC70,357$5.76M0.01%-60713F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …65,760$5.39M0.87%13F-HRTimelineGroup
Creative Planningin group Creative Planning65,203$5.34M<0.01%+3,41313F-HRTimelineGroup
ES4, LLC51,646$4.23M2.22%+53613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,057$3.36M<0.01%+89813F-HRTimelineGroup
FDx Advisors, Inc.38,988$3.19M0.96%-2,05613F-HRTimeline
Robertson Stephens Wealth Management, L…33,871$2.78M0.07%-1,07913F-HRTimeline
Denver PWM, LLC29,978$2.59M0.85%+1,32013F-HRTimeline
Millington Financial Advisors, LLC31,319$2.54M1%+1,04513F-HRTimeline
HighTower Advisors, LLC30,758$2.52M<0.01%+17,97313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.29,553$2.42M0.26%+6,41113F-HR/ATimeline
Dogwood Wealth Management LLC28,683$2.35M0.93%-85513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC28,089$2.3M0.35%-56613F-HRTimeline
Willis Johnson & Associates, Inc.27,892$2.29M0.13%-3,56813F-HRTimeline
Belpointe Asset Management LLC25,132$2.06M0.07%-4,14913F-HRTimeline
Fortis Capital Advisors, LLC25,132$2.06M0.23%-4,14913F-HRTimeline
Global Financial Private Client, LLC24,134$1.98M0.54%+47913F-HRTimeline
Family Legacy, Inc.23,186$1.9M0.51%-5713F-HRTimeline
PAX Financial Group, LLC21,256$1.74M0.26%-71613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,694$1.7M0.01%+90713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,236$1.66M<0.01%new13F-HRTimelineGroup
Security National Bank20,066$1.64M0.2%+13,69313F-HRTimeline
Quantinno Capital Management LP19,262$1.58M<0.01%+6013F-HRTimeline
Jacobs Equity LLC18,903$1.55M1.07%-1,80013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,884$1.55M<0.01%-1,25213F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.18,257$1.5M0.85%-39413F-HRTimeline
LVZ, Inc.17,776$1.46M0.15%-3,20013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC17,579$1.44M0.5%-4,54813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,503$1.35M<0.01%-3,31013F-HRTimelineGroup
Calydon Capital14,622$1.2M0.18%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,462$1.18M0.01%+313F-HRTimeline
Forum Finance Group S.A.16,589$1.1M0.39%+6,17213F-HRTimeline
INVESTED ADVISORS13,077$1.07M0.95%+4,02813F-HRTimeline
Inman Jager Wealth Management, LLC12,464$1.02M0.54%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.12,129$994K0.85%+4,63213F-HRTimeline
Wellspring Financial Advisors, LLC12,039$986K0.07%+4513F-HRTimeline
Tanager Wealth Management LLP11,574$948K0.08%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,565$866K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,543$864K<0.01%+53813F-HRTimeline
Yoffe Investment Management, LLC9,295$762K0.87%+1913F-HRTimeline
Element Wealth, LLC9,266$759K0.29%-3813F-HRTimeline
Selby Wealth Management, LLC9,086$744K0.26%-19013F-HRTimeline
Private Advisor Group, LLC8,955$734K<0.01%+4,23913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,906$730K<0.01%+14813F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC8,814$722K<0.01%+3,05413F-HRTimeline
FMR LLCin group FMR LLC8,476$694K<0.01%-28513F-HRTimelineGroup
Betterment LLC8,398$688K<0.01%+1,19113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,338$683K<0.01%+65713F-HRTimelineGroup
SAPIENT CAPITAL LLC8,317$681K0.01%013F-HR/ATimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,204$672K0.05%-82313F-HRTimeline
Caprock Group, LLC7,944$651K0.01%013F-HRTimeline
Williams & Novak, LLC7,766$636K0.43%013F-HRTimeline
Balefire, LLC7,737$634K0.1%-32113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,715$632K0.01%+1013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,592$622K<0.01%+55613F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,612$622K<0.01%+2,12413F-HRTimelineGroup
BANK OZK7,467$612K0.18%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,165$587K<0.01%-1113F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,887$564K<0.01%-1,58813F-HR/ATimeline
SUMMITPOINT CAPITAL MANAGEMENT6,501$533K0.57%-41613F-HRTimeline
Gateway Wealth Partners, LLC6,136$503K0.03%+8413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…6,110$501K<0.01%-1,13013F-HRTimelineGroup
Rehmann Capital Advisory Group6,089$499K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC5,943$487K<0.01%+2,84713F-HRTimeline
AlphaStar Capital Management, LLC5,808$476K0.03%-1,45613F-HRTimeline
NewEdge Advisors, LLC5,608$459K<0.01%+61113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,493$450K<0.01%-39813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,519$448K<0.01%+8513F-HRTimelineGroup
Outlook Wealth Advisors, LLC5,397$444K0.1%+1,28613F-HRTimeline
Farther Finance Advisors, LLC5,398$442K<0.01%+81113F-HRTimeline
Edgemoor Investment Advisors, Inc.5,310$435K0.03%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.5,045$413K0.05%+51113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,887$400K0.02%-1813F-HRTimeline
Sanctuary Advisors, LLC4,838$396K<0.01%+40313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,784$392K0.03%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,653$381K<0.01%+60013F-HRTimeline
MAI Capital Management4,498$368K<0.01%013F-HRTimeline
Wealthfront Advisers LLC4,341$356K<0.01%+20213F-HRTimeline
Walkner Condon Financial Advisors LLC4,288$351K0.04%-55913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,231$347K<0.01%+30113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,057$332K<0.01%-45,78413F-HRTimelineGroup
Allworth Financial LP3,986$327K<0.01%+18813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,981$326K<0.01%+2,00313F-HRTimelineGroup
Signal Advisors Wealth, LLC3,912$321K0.02%+68213F-HRTimeline
Southland Equity Partners LLC3,906$320K0.06%-1513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,783$310K<0.01%-3,56113F-HRTimeline
Savvy Advisors, Inc.3,739$306K0.01%+9913F-HRTimeline
OneDigital Investment Advisors LLC3,707$304K<0.01%-1713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,617$296K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,554$291K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.3,369$276K0.15%-6713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,189$261K<0.01%new13F-HRTimelineGroup
Allie Family Office LLC3,167$259K0.1%013F-HR/ATimeline
Hoxton Planning & Management, LLC3,109$255K0.07%+12913F-HRTimeline
Strategic Wealth Partners, Ltd.2,981$244K0.02%-11513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC2,981$244K0.14%-11513F-HRTimeline
World Investment Advisors3,044$244K<0.01%+10813F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…2,900$238K0.03%-313F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,892$237K0.01%013F-HR/ATimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,854$234K0.02%13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,672$219K<0.01%new13F-HRTimelineGroup
Opus Financial Solutions LLC2,565$210K0.17%new13F-HRTimeline
CHANNEL WEALTH LLC2,462$202K0.05%new13F-HRTimeline
Balance Wealth Partners LLC2,457$201K0.05%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,080$170K<0.01%-72313F-HRTimeline
AMERIFLEX GROUP, INC.1,784$146K0.06%+3113F-HRTimeline
Gleason Group, Inc.1,752$144K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,615$132K0.01%-113F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,291$106K0.01%013F-HRTimeline
Addison Advisors LLC1,240$102K0.05%-1,30513F-HRTimeline
Arax Advisory Partners1,200$98.3K<0.01%new13F-HRTimeline
CVA Family Office, LLC1,085$88.9K0.01%013F-HRTimeline
AE Wealth Management LLC879$72K<0.01%+5213F-HRTimeline
LFA - Lugano Financial Advisors SA723$59.2K0.04%new13F-HRTimeline
Bogart Wealth, LLC710$58.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC628$51.5K<0.01%+61213F-HRTimeline
LANARK FINANCIAL, INC.575$47.1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners507$41K0.01%013F-HRTimeline
TRUST CO OF VERMONT488$40K<0.01%13F-HRTimeline
Kings Path Partners LLC483$39.5K0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…409$33.4K<0.01%+12413F-HRTimeline
Rossby Financial, LCC395$32.4K0.01%-1913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/382$31.3K<0.01%-19913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…363$29.7K<0.01%-1813F-HRTimelineGroup
Waverly Advisors, LLC349$28.6K<0.01%-10713F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC314$25.7K<0.01%+2013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC301$24.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC246$20.2K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.202$16.6K<0.01%new13F-HRTimeline
Dunhill Financial, LLC194$15.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC175$14.3K<0.01%-2113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…157$12.9K<0.01%+12613F-HRTimelineGroup
Continuum Advisory, LLC154$12.6K<0.01%new13F-HRTimeline
IFG Advisory, LLC149$12.2K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC125$10.2K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.124$10.2K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA120$9.83K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC95$7.78K<0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL75$6.14K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC71$5.82K<0.01%+1313F-HRTimeline
SIGNATUREFD, LLC52$4.29K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management52$4.26K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC41$3.36K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department38$3.11K<0.01%013F-HRTimelineGroup
Go Invest LLC37$3.05K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC16$1.31K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC13$1.06K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC10$820<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division9$737<0.01%013F-HRTimeline
Realta Investment Advisors4$328<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2$164<0.01%013F-HRTimeline