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Disclosery

IPAC ISHARES TR

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CORE MSCI PAC (fund)

139 managers (139 13F filers) reported a position in IPAC shares at 2024-12-31, 25,165,710 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
139
13F filers
139
New
17
Added
45
Reduced
40
Sold out
13
Shares held by filers
25,165,710

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.7,241,406$442M5.67%-659,43413F-HR/ATimeline
Municipal Employees' Retirement System …6,404,807$391M5.39%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,263,940$77.2M0.01%-136,71913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,141,013$69.7M0.19%-4,96813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,014,190$62M<0.01%+54,42013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY895,808$54.7M<0.01%+59,27713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC693,553$42.4M0.01%-44,22913F-HRTimelineGroup
Elm Partners Management LLC683,188$41.7M2.85%-29,44113F-HRTimeline
MATHER GROUP, LLC.609,009$37.2M0.48%+12,05813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP547,005$33.4M0.03%+24,76013F-HRTimelineGroup
Cetera Investment Advisers483,093$29.5M0.06%-30,21313F-HRTimeline
Roberts Financial Services LLC327,100$20M3.77%+29,96213F-HRTimeline
Smithfield Trust Co313,266$19.1M0.95%+3,18613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,948$16.8M<0.01%+116,85113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.215,809$13.2M0.03%+6,69413F-HR/ATimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC152,137$9.3M1.21%+41,97513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.151,563$9.26M0.69%+17,31413F-HRTimelineGroup
Garde Capital, Inc.148,480$9.07M0.6%-19913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC144,131$8.81M0.15%-4,71413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC141,568$8.65M0.01%+4,80213F-HRTimelineGroup
GenTrust, LLC140,401$8.58M0.37%+26,72413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC120,561$7.37M0.01%-2,95213F-HRTimelineGroup
Columbus Macro, LLC118,438$7.24M1%+61,40313F-HRTimeline
Blue Edge Capital, LLC116,405$7.11M1.12%+2,64013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN104,078$6.36M<0.01%+8,32213F-HRTimelineGroup
Mandatum Life Insurance Co Ltd99,757$6.1M1.81%013F-HRTimeline
Amundiin group Amundi96,818$5.91M<0.01%-90013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,600$5.66M0.05%-1,00113F-HRTimelineGroup
UBS Group AGin group UBS Group AG91,995$5.62M<0.01%+8,88513F-HRTimelineGroup
LPL Financial LLC83,709$5.11M<0.01%+10,55513F-HRTimeline
Integris Wealth Management, LLC79,991$4.89M1.38%-51413F-HRTimeline
Prime Capital Investment Advisors, LLC77,108$4.71M0.07%-95713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC66,413$4.06M0.93%+7,55813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,258$3.56M0.01%+14,08413F-HRTimelineGroup
FDx Advisors, Inc.57,095$3.49M1.02%-4,07113F-HRTimeline
Creative Planningin group Creative Planning52,256$3.19M<0.01%-3,09913F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …50,963$3.11M0.71%+7,49013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…46,876$2.86M0.1%-3,34913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,504$2.47M<0.01%-1,79013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.36,912$2.26M0.29%+3,51113F-HRTimeline
Dogwood Wealth Management LLC36,098$2.21M1.17%-63513F-HRTimeline
Willis Johnson & Associates, Inc.35,302$2.16M0.17%+1,47213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,181$2.03M<0.01%new13F-HRTimelineGroup
PAX Financial Group, LLC32,039$1.96M0.35%-92913F-HRTimeline
Denver PWM, LLC30,456$1.86M0.72%+4,20413F-HRTimeline
Millington Financial Advisors, LLC28,780$1.78M1.03%-1,24913F-HRTimeline
Family Legacy, Inc.24,633$1.5M0.51%+10713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.22,727$1.39M0.98%-1,35913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,639$1.38M<0.01%+10213F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.21,011$1.28M<0.01%+99913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.17,819$1.09M0.15%+4413F-HRTimeline
Compass Wealth Management LLC16,220$991K0.24%-2,39113F-HRTimeline
Ballentine Partners, LLC15,061$920K0.02%new13F-HRTimeline
Inman Jager Wealth Management, LLC14,689$897K0.7%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,444$821K<0.01%-93413F-HRTimeline
HighTower Advisors, LLC12,594$769K<0.01%+31513F-HRTimeline
John W. Brooker & Co., CPAs12,361$755K0.33%+1713F-HRTimeline
Williams & Novak Wealth Management, LLC12,265$749K0.72%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,078$738K<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC11,420$698K0.26%+93413F-HRTimeline
AlphaStar Capital Management, LLC10,869$664K0.07%+95413F-HRTimeline
Edgemoor Investment Advisors, Inc.10,620$649K0.06%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,565$646K<0.01%-5213F-HRTimelineGroup
Csenge Advisory Group10,396$635K0.03%-19013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,744$595K<0.01%+17013F-HRTimelineGroup
Element Wealth, LLC9,570$585K0.31%-8813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,446$577K0.06%013F-HRTimeline
Yoffe Investment Management, LLC9,199$562K0.83%13F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,575$524K<0.01%-3,03713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,989$488K<0.01%+1113F-HRTimelineGroup
FMR LLCin group FMR LLC7,572$463K<0.01%+83113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,260$443K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,825$417K<0.01%+66313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,209$379K<0.01%13F-HR/ATimelineGroup
Aveo Capital Partners, LLC6,181$378K0.04%+29113F-HRTimeline
Rehmann Capital Advisory Group6,089$372K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,768$352K<0.01%new13F-HR/ATimeline
OneDigital Investment Advisors LLC5,707$349K<0.01%+2,44813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,570$340K<0.01%-2,73913F-HRTimeline
NewEdge Advisors, LLC5,509$337K<0.01%+1,32013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,443$333K<0.01%-24713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,434$330K0.01%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC5,364$328K0.07%013F-HRTimeline
Atria Wealth Solutions, Inc.5,166$316K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,809$294K0.01%+12113F-HRTimeline
Bleakley Financial Group, LLC4,657$285K0.01%-81613F-HRTimeline
Southland Equity Partners LLC4,217$258K0.06%+2813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,077$249K0.02%-11513F-HRTimeline
Modern Wealth Management, LLC4,025$246K0.01%-17013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,930$240K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,892$238K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,758$230K<0.01%+65413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,650$223K0.01%013F-HRTimeline
Allworth Financial LP3,591$221K<0.01%-28813F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…3,527$216K0.03%013F-HRTimelineGroup
Koshinski Asset Management, Inc.3,455$211K0.02%-28213F-HRTimeline
TFB Advisors LLC3,402$208K0.06%-613F-HRTimeline
Wedmont Private Capital3,431$205K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,967$181K0.01%new13F-HRTimeline
Addison Advisors LLC2,710$166K0.05%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,355$145K0.01%-10713F-HRTimeline
MAI Capital Management2,223$136K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC2,175$133K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,758$107K<0.01%+18013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,291$78.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,251$76K<0.01%-2313F-HRTimelineGroup
Kings Path Partners LLC1,180$72.1K0.03%-54513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,148$70.1K<0.01%+30613F-HRTimelineGroup
CVA Family Office, LLC1,085$66.3K0.01%013F-HRTimeline
GeoWealth Management, LLC1,035$63.2K<0.01%new13F-HRTimeline
COMERICA BANK876$53.5K<0.01%013F-HR/ATimeline
Wingate Wealth Advisors, Inc.857$52.4K0.05%13F-HRTimeline
Bogart Wealth, LLC710$43.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC627$38.3K<0.01%new13F-HRTimeline
HOWE & RUSLING INC521$31.8K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/504$30.8K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC350$21.4K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC347$21K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…327$20K<0.01%+713F-HRTimeline
Promus Capital, LLC321$19.6K0.02%13F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC301$18.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Iron Horse Wealth Management, LLC284$17.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC255$15.6K<0.01%-17113F-HRTimeline
AE Wealth Management LLC241$14.7K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP184$11.2K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.58$3.54K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC53$3.26K<0.01%+113F-HRTimeline
Legacy Investment Solutions, LLC43$2.69K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$2.69K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department38$2.32K<0.01%13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31$1.89K<0.01%-4813F-HRTimelineGroup
Quent Capital, LLC31$1.89K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21$1.28K<0.01%013F-HRTimeline
CoreCap Advisors, LLC16$978<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC10$611<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division9$550<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$367<0.01%013F-HRTimelineGroup
Realta Investment Advisors4$245<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…4$244<0.01%013F-HRTimeline