Skip to content
Disclosery

IPAC ISHARES TR

Follow

CORE MSCI PAC (fund)

149 managers (149 13F filers) reported a position in IPAC shares at 2025-06-30, 19,178,649 shares in all. 23 filers opened a position and 15 filers sold out during the quarter.

Managers
149
13F filers
149
New
23
Added
42
Reduced
51
Sold out
15
Shares held by filers
19,178,649

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.6,996,027$481M5.67%-243,99913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,823,056$125M0.01%+692,57313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC989,465$68M0.16%-117,14413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co965,523$66.3M0.01%-35,44713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY882,289$60.6M<0.01%+3,29313F-HRTimelineGroup
Elm Partners Management LLC770,390$52.9M2.47%+124,22613F-HR/ATimeline
MATHER GROUP, LLC.653,467$44.9M0.48%+53,76913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC603,458$41.5M0.01%-36,41913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP549,389$37.7M0.04%+11,05213F-HRTimelineGroup
Cetera Investment Advisers399,916$27.5M0.05%-46,86013F-HRTimeline
Smithfield Trust Co352,399$24.2M1.14%+37,75913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC313,669$21.5M0.02%+294,45013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/232,501$16M<0.01%-88,51613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC206,182$14.2M0.02%+37,54313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.196,038$12.7M0.02%+105,39613F-HR/ATimelineGroup
AlphaStar Capital Management, LLC175,984$12.1M0.85%+1,50513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC163,950$11.3M1.4%+7,11013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.158,671$10.9M0.78%-6,11713F-HRTimelineGroup
Mandatum Life Insurance Co Ltd155,637$10.7M2.81%+30,18013F-HRTimeline
Garde Capital, Inc.142,939$9.82M0.53%+91113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC140,242$9.63M0.11%+3,65013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN138,231$9.5M<0.01%+18,06513F-HRTimelineGroup
GenTrust, LLC137,140$9.42M0.44%-3,12113F-HRTimeline
Roberts Financial Services LLC135,449$9.31M3.21%-85,81613F-HRTimeline
Blue Edge Capital, LLC120,729$8.29M1.23%+1513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC94,159$6.47M0.01%-22,54813F-HRTimelineGroup
LPL Financial LLC93,974$6.46M<0.01%+6,42713F-HRTimeline
UBS Group AGin group UBS Group AG89,476$6.15M<0.01%-6,24613F-HRTimelineGroup
Columbus Macro, LLC88,990$6.11M0.75%-32,04213F-HRTimeline
Amundiin group Amundi87,887$6.03M<0.01%-9,39113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,749$5.75M0.05%-5,48113F-HRTimelineGroup
Integris Wealth Management, LLC79,110$5.43M1.42%-84113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,291$5.17M0.01%+52,77713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC71,965$4.94M0.07%-77013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …59,306$4.07M0.8%13F-HRTimelineGroup
Creative Planningin group Creative Planning54,251$3.73M<0.01%-2,02813F-HRTimelineGroup
FDx Advisors, Inc.48,948$3.36M1.03%-2,83413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,441$2.78M<0.01%-38313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…39,972$2.75M0.1%-6,14913F-HRTimeline
Denver PWM, LLC37,724$2.59M0.81%+2,66413F-HRTimeline
Willis Johnson & Associates, Inc.34,776$2.39M0.16%-1,79813F-HRTimeline
CWM, LLCin group CWM, LLC33,730$2.32M0.01%+32,46113F-HRTimelineGroup
Dogwood Wealth Management LLC31,748$2.15M1.05%-3,20613F-HRTimeline
Perigon Wealth Management, LLC28,158$1.93M0.05%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC28,112$1.93M0.4%-23,30413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.27,968$1.92M0.23%-4,53613F-HRTimeline
Millington Financial Advisors, LLC26,822$1.89M0.95%-2,42013F-HRTimeline
PAX Financial Group, LLC26,661$1.83M0.35%-4,75413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,625$1.83M<0.01%-23,80813F-HR/ATimelineGroup
Family Legacy, Inc.24,220$1.66M0.54%+38013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,403$1.4M<0.01%+31613F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.19,560$1.34M0.9%-2,00713F-HRTimeline
Quantinno Capital Management LP18,392$1.26M0.01%new13F-HRTimeline
Global Financial Private Client, LLC17,315$1.19M0.45%+7013F-HRTimeline
Inman Jager Wealth Management, LLC14,139$971K0.66%-56613F-HRTimeline
HighTower Advisors, LLC13,670$939K<0.01%+96913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,264$843K<0.01%-2,20913F-HRTimeline
Williams & Novak Wealth Management, LLC10,765$740K0.63%-1,50013F-HRTimeline
Tanager Wealth Management LLP10,635$731K0.09%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,565$726K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC10,241$704K0.03%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,644$663K<0.01%-10013F-HR/ATimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC9,446$649K0.06%013F-HRTimeline
Yoffe Investment Management, LLC9,221$633K0.87%+2313F-HRTimeline
Csenge Advisory Group9,073$612K0.03%-32513F-HRTimeline
Element Wealth, LLC8,878$610K0.28%-68513F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,750$601K0.34%new13F-HRTimeline
Cambridge Investment Research Advisors,…8,558$588K<0.01%+1,70013F-HRTimeline
Balefire, LLC8,494$584K0.13%new13F-HRTimeline
SAPIENT CAPITAL LLC8,317$571K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,030$552K<0.01%+4113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,730$531K<0.01%+47013F-HRTimelineGroup
FMR LLCin group FMR LLC7,556$519K<0.01%-18513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,279$500K0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC6,428$442K0.05%new13F-HR/ATimeline
Sanctuary Advisors, LLC6,353$436K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,284$432K<0.01%-44713F-HRTimelineGroup
Rehmann Capital Advisory Group6,089$418K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,076$417K<0.01%+9413F-HRTimelineGroup
NewEdge Advisors, LLC5,410$372K<0.01%-5013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,434$370K<0.01%013F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.5,310$365K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC4,974$342K<0.01%+2413F-HRTimeline
Walkner Condon Financial Advisors LLC4,772$328K0.06%+4313F-HRTimeline
Belpointe Asset Management LLC4,739$326K0.01%-15313F-HRTimeline
Fortis Capital Advisors, LLC4,739$326K0.06%-14713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC4,724$325K0.3%13F-HRTimeline
Farther Finance Advisors, LLC4,679$321K0.01%-26213F-HRTimeline
Southland Equity Partners LLC4,223$290K0.06%-2813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,164$286K<0.01%+3613F-HRTimeline
Private Advisor Group, LLC4,098$282K<0.01%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,077$280K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,998$275K<0.01%-1,41313F-HRTimeline
Allworth Financial LP3,998$275K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,930$270K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,900$268K<0.01%+60813F-HRTimeline
Integrated Wealth Concepts LLC3,732$256K<0.01%+9813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,650$251K0.01%013F-HRTimeline
IHT Wealth Management, LLC3,613$248K0.01%new13F-HRTimeline
Savvy Advisors, Inc.3,336$229K0.02%new13F-HRTimeline
Allie Family Office LLC3,167$218K0.11%new13F-HRTimeline
Keel Point, LLC3,122$214K0.01%new13F-HRTimeline
TFB Advisors LLC3,094$213K0.06%-17613F-HRTimeline
Hoxton Planning & Management, LLC3,050$210K0.07%new13F-HRTimeline
Modern Wealth Management, LLC3,021$208K0.01%new13F-HR/ATimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…3,014$207K0.03%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.2,998$206K0.02%new13F-HRTimeline
Compass Wealth Management LLC2,961$203K0.05%-10013F-HRTimeline
Addison Advisors LLC2,690$185K0.05%013F-HRTimeline
Lowe Wealth Advisors, LLC2,325$160K0.06%013F-HRTimeline
MAI Capital Management2,223$153K<0.01%013F-HRTimeline
Security National Bank2,080$143K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,056$141K<0.01%+52713F-HRTimelineGroup
Capital Investment Advisory Services, L…1,646$113K0.01%-10113F-HRTimeline
Strategic Wealth Partners, Ltd.1,484$102K0.01%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,291$88.7K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,213$83.4K<0.01%+17613F-HRTimelineGroup
CVA Family Office, LLC1,085$74.5K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.973$66.9K<0.01%+11813F-HRTimelineGroup
COMERICA BANK916$62.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC710$48.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC594$40.8K<0.01%+58013F-HRTimeline
Kings Path Partners LLC586$40.2K0.02%-53213F-HRTimeline
AE Wealth Management LLC570$39.2K<0.01%+39013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/482$33.1K<0.01%-8813F-HRTimelineGroup
Steward Partners Investment Advisory, L…376$25.8K<0.01%+4913F-HRTimeline
Iron Horse Wealth Management, LLC340$23.4K0.01%+5613F-HRTimeline
LANARK FINANCIAL, INC.349$23K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC301$20.7K<0.01%013F-HR/ATimeline
Global Retirement Partners, LLC236$16.2K<0.01%13F-HRTimeline
Promus Capital, LLC214$14.7K0.01%-10713F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.205$14.1K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC195$13.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC194$13.3K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL139$9.55K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC56$3.85K<0.01%+313F-HRTimeline
Legacy Investment Solutions, LLC43$2.96K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$2.96K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department38$2.61K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31$2.13K<0.01%-1013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21$1.44K<0.01%013F-HRTimeline
CoreCap Advisors, LLC16$1.1K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC13$893<0.01%-18613F-HRTimeline
Delos Wealth Advisors, LLC10$687<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division9$618<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$412<0.01%013F-HRTimelineGroup
Realta Investment Advisors4$275<0.01%013F-HRTimeline
HOWE & RUSLING INC0$13<0.01%-38913F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.