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Disclosery

IPAC ISHARES TR

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CORE MSCI PAC (fund)

137 managers (137 13F filers) reported a position in IPAC shares at 2025-03-31, 25,257,632 shares in all. 17 filers opened a position and 17 filers sold out during the quarter.

Managers
137
13F filers
137
New
17
Added
39
Reduced
50
Sold out
17
Shares held by filers
25,257,632

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.7,240,026$451M5.77%-1,38013F-HRTimeline
Municipal Employees' Retirement System …6,404,807$399M5.05%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,130,483$70.4M0.01%+116,29313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,106,609$68.9M0.19%-34,40413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,000,970$62.3M0.01%-262,97013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY878,996$54.7M<0.01%-16,81213F-HRTimelineGroup
Elm Partners Management LLC646,164$40.2M2.07%-37,02413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC639,877$39.8M0.01%-53,67613F-HRTimelineGroup
MATHER GROUP, LLC.599,698$37.3M0.43%-9,31113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP538,337$33.5M0.04%-8,66813F-HRTimelineGroup
Cetera Investment Advisers446,776$27.8M0.05%-36,31713F-HRTimeline
Stonebridge Financial Group, LLC402,749$25.1M2.67%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/321,017$20M<0.01%+46,06913F-HRTimelineGroup
Smithfield Trust Co314,640$19.6M0.98%+1,37413F-HRTimeline
Roberts Financial Services LLC221,265$13.8M2.68%-105,83513F-HRTimeline
AlphaStar Capital Management, LLC174,479$10.9M1.09%+163,61013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC168,639$10.5M0.02%+27,07113F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.164,788$10.3M0.78%+13,22513F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC156,840$9.76M1.32%+4,70313F-HRTimeline
Garde Capital, Inc.142,028$8.84M0.51%-6,45213F-HRTimeline
GenTrust, LLC140,261$8.73M0.42%-14013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC136,592$8.5M0.12%-7,53913F-HRTimelineGroup
Mandatum Life Insurance Co Ltd125,457$7.81M2.4%+25,70013F-HRTimeline
Columbus Macro, LLC121,032$7.53M0.99%+2,59413F-HRTimeline
Blue Edge Capital, LLC120,714$7.51M1.21%+4,30913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN120,166$7.48M<0.01%+16,08813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC116,707$7.26M0.01%-3,85413F-HRTimelineGroup
UBS Group AGin group UBS Group AG95,722$5.96M<0.01%+3,72713F-HRTimelineGroup
Amundiin group Amundi97,278$5.86M<0.01%+46013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,642$5.64M0.01%-125,16713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…89,230$5.55M0.05%-3,37013F-HRTimelineGroup
LPL Financial LLC87,547$5.45M<0.01%+3,83813F-HRTimeline
Integris Wealth Management, LLC79,951$4.98M1.42%-4013F-HRTimeline
Prime Capital Investment Advisors, LLC72,735$4.53M0.05%-4,37313F-HRTimeline
Creative Planningin group Creative Planning56,279$3.5M<0.01%+4,02313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …56,255$3.5M0.76%13F-HRTimelineGroup
FDx Advisors, Inc.51,782$3.22M1.05%-5,31313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC51,416$3.2M0.72%-14,99713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,433$3.14M<0.01%+27,79413F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,748$2.91M0.01%+13,56713F-HR/ATimelineGroup
Robertson Stephens Wealth Management, L…46,121$2.87M0.11%-75513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,824$2.54M<0.01%+32013F-HRTimelineGroup
Willis Johnson & Associates, Inc.36,574$2.28M0.17%+1,27213F-HRTimeline
Denver PWM, LLC35,060$2.18M0.79%+4,60413F-HRTimeline
Dogwood Wealth Management LLC34,954$2.18M1.14%-1,14413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.32,504$2.02M0.25%-4,40813F-HRTimeline
PAX Financial Group, LLC31,415$1.96M0.35%-62413F-HRTimeline
LVZ, Inc.28,555$1.78M0.23%new13F-HRTimeline
Millington Financial Advisors, LLC29,242$1.75M1.08%+46213F-HRTimeline
Family Legacy, Inc.23,840$1.48M0.51%-79313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,514$1.4M<0.01%-35,74413F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.21,567$1.34M1.02%-1,16013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,087$1.25M<0.01%-92413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,219$1.2M<0.01%+7,14113F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.17,579$1.09M0.15%-24013F-HRTimeline
Global Financial Private Client, LLC17,245$1.07M0.41%+5,82513F-HRTimeline
Inman Jager Wealth Management, LLC14,705$915K0.69%+1613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,473$901K<0.01%+1,02913F-HRTimeline
HighTower Advisors, LLC12,701$791K<0.01%+10713F-HRTimeline
John W. Brooker & Co., CPAs12,317$767K0.32%-4413F-HRTimeline
Williams & Novak Wealth Management, LLC12,265$763K0.75%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,565$658K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,744$606K<0.01%013F-HRTimelineGroup
Element Wealth, LLC9,563$595K0.32%-713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,446$588K0.06%013F-HRTimeline
Csenge Advisory Group9,398$583K0.03%-99813F-HRTimeline
Yoffe Investment Management, LLC9,198$573K0.84%-113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,989$497K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC7,741$482K<0.01%+16913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,260$455K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,858$427K<0.01%+3313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,731$419K<0.01%-1,84413F-HRTimelineGroup
Rehmann Capital Advisory Group6,089$379K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,982$372K<0.01%-22713F-HRTimelineGroup
NewEdge Advisors, LLC5,460$340K<0.01%-4913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,411$337K<0.01%-3213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,434$335K<0.01%013F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.5,310$330K0.03%-5,31013F-HRTimeline
OneDigital Investment Advisors LLC4,950$308K<0.01%-75713F-HRTimeline
Farther Finance Advisors, LLC4,941$307K0.01%+13213F-HRTimeline
Belpointe Asset Management LLC4,892$304K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC4,886$304K0.06%new13F-HRTimeline
Walkner Condon Financial Advisors LLC4,729$294K0.06%-63513F-HRTimeline
Southland Equity Partners LLC4,251$265K0.06%+3413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,128$257K<0.01%+23613F-HRTimeline
Allworth Financial LP3,998$256K<0.01%+40713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,077$254K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,930$245K<0.01%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,650$227K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,634$226K<0.01%-12413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,594$224K<0.01%new13F-HRTimelineGroup
Wealthfront Advisers LLC3,521$219K<0.01%new13F-HRTimeline
Wedmont Private Capital3,431$206K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,292$205K<0.01%new13F-HRTimeline
HRT FINANCIAL LP3,279$204K<0.01%new13F-HRTimeline
TFB Advisors LLC3,270$204K0.06%-13213F-HRTimeline
Compass Wealth Management LLC3,061$191K0.05%-13,15913F-HRTimeline
Addison Advisors LLC2,690$167K0.05%-2013F-HRTimeline
Lowe Wealth Advisors, LLC2,325$145K0.06%+15013F-HRTimeline
MAI Capital Management2,223$138K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,747$109K0.01%+1,74313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,529$95.2K<0.01%-22913F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,291$80.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,269$79K<0.01%+1813F-HRTimelineGroup
Qube Research & Technologies Ltd1,230$76.6K<0.01%new13F-HRTimeline
Kings Path Partners LLC1,118$69.6K0.03%-6213F-HRTimeline
CVA Family Office, LLC1,085$67.5K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,037$65K<0.01%+85313F-HR/ATimelineGroup
COMERICA BANK916$57K<0.01%+4013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.855$47.8K<0.01%-29313F-HRTimelineGroup
Bogart Wealth, LLC710$44.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/570$35.5K<0.01%+6613F-HRTimelineGroup
HOWE & RUSLING INC389$24.2K<0.01%-13213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC350$21.4K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.349$21K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…327$20.3K<0.01%013F-HRTimeline
Promus Capital, LLC321$20K0.02%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC301$18.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC284$17.7K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.205$12.8K<0.01%new13F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC199$12.4K0.01%new13F-HRTimeline
AlphaCore Capital LLC195$12.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC180$11.2K<0.01%-6113F-HRTimeline
GODSEY & GIBB, INC73$4.54K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC53$3.32K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$2.68K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…41$2.55K<0.01%+1013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department38$2.37K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21$1.31K<0.01%013F-HRTimeline
JNBA Financial Advisors20$1.25K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC16$996<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14$871<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$622<0.01%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division9$560<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$373<0.01%013F-HRTimelineGroup
Realta Investment Advisors4$249<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,35513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.