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Disclosery

IPAC ISHARES TR

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CORE MSCI PAC (fund)

167 managers (167 13F filers) reported a position in IPAC shares at 2025-09-30, 18,644,656 shares in all. 25 filers opened a position and 5 filers sold out during the quarter.

Managers
167
13F filers
167
New
25
Added
34
Reduced
61
Sold out
5
Shares held by filers
18,644,656

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.6,818,292$501M5.62%-177,73513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,016,662$148M0.01%+193,60613F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC961,941$70.6M0.15%-27,52413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co943,282$69.3M0.01%-22,24113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY911,517$66.9M<0.01%+29,22813F-HR/ATimelineGroup
MATHER GROUP, LLC.636,206$46.7M0.47%-17,26113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC591,975$43.5M0.01%-11,48313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP544,370$40M0.04%-5,01913F-HRTimelineGroup
Elm Partners Management LLC473,347$34.8M1.41%-297,04313F-HR/ATimeline
Cetera Investment Advisers399,255$29.3M0.03%-66113F-HRTimeline
Smithfield Trust Co350,108$25.7M1.15%-2,29113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC223,532$16.4M0.03%+17,35013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/194,364$14.3M<0.01%-38,13713F-HR/ATimelineGroup
Mandatum Life Insurance Co Ltd184,067$13.5M3.23%+28,43013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.180,090$13.1M0.02%-15,94813F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC165,292$12.1M1.4%+1,34213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.162,730$11.9M0.79%+4,05913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN144,206$10.6M<0.01%+5,97513F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC144,156$10.6M0.1%+3,91413F-HRTimelineGroup
Garde Capital, Inc.143,133$10.5M0.53%+19413F-HRTimeline
GenTrust, LLC136,453$10M0.46%-68713F-HRTimeline
Roberts Financial Services LLC136,291$10M3.23%+84213F-HRTimeline
Blue Edge Capital, LLC124,390$9.13M1.3%+3,66113F-HRTimeline
LPL Financial LLC105,224$7.73M<0.01%+11,25013F-HRTimeline
Amundiin group Amundi87,887$6.62M<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG88,675$6.51M<0.01%-80113F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC88,314$6.48M0.01%-5,84513F-HRTimelineGroup
Columbus Macro, LLC86,986$6.39M0.73%-2,00413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC85,310$6.26M0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,582$6.06M0.04%-1,16713F-HRTimelineGroup
Kingsview Wealth Management, LLC79,816$5.86M0.09%new13F-HRTimeline
Integris Wealth Management, LLC78,582$5.77M1.4%-52813F-HRTimeline
IFP Advisors, Inc72,710$5.34M0.14%new13F-HR/ATimeline
Prime Capital Investment Advisors, LLC71,918$5.28M0.07%-4713F-HRTimeline
Perigon Wealth Management, LLC69,878$5.13M0.1%+41,72013F-HRTimeline
Creative Planningin group Creative Planning61,184$4.49M<0.01%+6,93313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …54,635$4.01M0.79%13F-HRTimelineGroup
FDx Advisors, Inc.45,835$3.42M1.03%-3,11313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,085$2.94M<0.01%-35613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…39,128$2.87M0.09%-84413F-HRTimeline
Denver PWM, LLC37,754$2.59M0.81%+3013F-HRTimeline
Willis Johnson & Associates, Inc.33,231$2.44M0.15%-1,54513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,610$2.4M<0.01%+5,98513F-HRTimelineGroup
Dogwood Wealth Management LLC31,380$2.3M1.05%-36813F-HRTimeline
CWM, LLCin group CWM, LLC29,288$2.15M0.01%-4,44213F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC28,502$2.09M0.4%+39013F-HRTimeline
Millington Financial Advisors, LLC27,998$2.03M0.98%+1,17613F-HRTimeline
PAX Financial Group, LLC25,910$1.9M0.34%-75113F-HRTimeline
Family Legacy, Inc.24,089$1.77M0.54%-13113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,910$1.61M<0.01%-291,75913F-HRTimelineGroup
Quantinno Capital Management LP21,731$1.6M<0.01%+3,33913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,139$1.48M<0.01%-26413F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.19,550$1.44M0.89%-1013F-HRTimeline
Global Financial Private Client, LLC18,286$1.34M0.48%+97113F-HRTimeline
LVZ, Inc.16,119$1.18M0.13%new13F-HRTimeline
Inman Jager Wealth Management, LLC14,108$1.04M0.66%-3113F-HRTimeline
AlphaStar Capital Management, LLC14,022$1.03M0.09%-161,96213F-HRTimeline
HighTower Advisors, LLC13,985$1.03M<0.01%+31513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,581$850K<0.01%-63,71013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC10,765$790K0.61%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,705$786K<0.01%-1,55913F-HRTimeline
Tanager Wealth Management LLP10,635$781K0.08%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,565$776K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP10,271$754K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,541$701K<0.01%-10313F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC9,446$694K0.06%013F-HRTimeline
Yoffe Investment Management, LLC9,221$677K0.88%013F-HRTimeline
Element Wealth, LLC8,878$652K0.28%013F-HRTimeline
Cambridge Investment Research Advisors,…8,470$622K<0.01%-8813F-HRTimeline
ORBA Wealth Advisors, L.L.C.8,396$616K0.51%new13F-HRTimeline
SAPIENT CAPITAL LLC8,317$612K0.01%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,203$602K0.31%-54713F-HRTimeline
Balefire, LLC8,002$588K0.12%-49213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,885$579K<0.01%new13F-HRTimelineGroup
Caprock Group, LLC7,944$574K0.01%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,705$566K0.01%+42613F-HRTimelineGroup
FMR LLCin group FMR LLC7,642$561K<0.01%+8613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,468$548K<0.01%+3,56813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,383$542K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,269$534K<0.01%+98513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,240$532K<0.01%-49013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,171$527K<0.01%-85913F-HRTimelineGroup
Rehmann Capital Advisory Group6,089$447K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC5,528$406K<0.01%+55413F-HRTimeline
NewEdge Advisors, LLC5,410$397K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,434$395K<0.01%013F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.5,310$390K0.03%013F-HRTimeline
Arete Wealth Advisors, LLC5,058$376K0.02%new13F-HRTimeline
Betterment LLC4,938$363K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,795$352K<0.01%-1,28113F-HRTimelineGroup
Walkner Condon Financial Advisors LLC4,772$350K0.06%013F-HRTimeline
Farther Finance Advisors, LLC4,634$340K0.01%-4513F-HRTimeline
GTS SECURITIES LLC4,513$331K0.01%-5,72813F-HRTimeline
Coppell Advisory Solutions LLC4,470$329K0.03%-1,95813F-HRTimeline
Sanctuary Advisors, LLC4,366$321K<0.01%-1,98713F-HR/ATimeline
Belpointe Asset Management LLC4,276$314K0.01%-46313F-HRTimeline
Fortis Capital Advisors, LLC4,276$314K0.05%-46313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,202$309K<0.01%+3813F-HRTimeline
Southland Equity Partners LLC4,178$307K0.06%-4513F-HRTimeline
Private Advisor Group, LLC4,170$306K<0.01%+7213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,077$299K0.02%013F-HRTimeline
Allworth Financial LP3,997$294K<0.01%-113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,930$289K<0.01%013F-HRTimelineGroup
BRIAN LOW FINANCIAL GROUP, LLC3,830$281K0.22%-89413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,654$268K<0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,650$268K0.01%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,357$247K0.04%new13F-HR/ATimeline
Savvy Advisors, Inc.3,336$245K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,259$239K<0.01%-47313F-HRTimeline
Allie Family Office LLC3,167$233K0.11%013F-HRTimeline
INVESTED ADVISORS3,758$229K0.33%13F-HRTimeline
Hoxton Planning & Management, LLC2,979$219K0.07%-7113F-HRTimeline
Compass Wealth Management LLC2,976$219K0.05%+1513F-HRTimeline
Security National Bank2,971$218K0.03%+89113F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…2,958$217K0.03%-5613F-HRTimelineGroup
IHT Wealth Management, LLC2,879$211K0.01%-73413F-HRTimeline
Modern Wealth Management, LLC2,860$210K<0.01%-16113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,854$210K0.02%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,784$207K<0.01%new13F-HRTimeline
Wellspring Financial Advisors, LLC2,737$201K0.02%new13F-HRTimeline
Addison Advisors LLC2,585$190K0.04%-10513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,379$174K<0.01%+1,16613F-HRTimelineGroup
Lowe Wealth Advisors, LLC2,325$171K0.06%013F-HRTimeline
MAI Capital Management2,223$163K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,898$139K<0.01%-15813F-HRTimelineGroup
Capital Investment Advisory Services, L…1,646$121K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,487$109K<0.01%+89313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,310$96.2K<0.01%+33713F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,291$94.8K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,178$86.5K0.01%-30613F-HRTimeline
CVA Family Office, LLC1,085$79.7K0.01%013F-HRTimeline
AE Wealth Management LLC827$60.7K<0.01%+25713F-HRTimeline
MassMutual Private Wealth & Trust, FSB779$57.2K<0.01%new13F-HRTimeline
Bogart Wealth, LLC710$52.1K<0.01%013F-HRTimeline
Kings Path Partners LLC586$43K0.02%013F-HRTimeline
TRUST CO OF VERMONT488$35.8K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/482$35.4K<0.01%013F-HRTimelineGroup
COMERICA BANK382$28.1K<0.01%-53413F-HRTimeline
LANARK FINANCIAL, INC.349$25.6K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC301$22.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…246$18.1K<0.01%-13013F-HRTimeline
Global Retirement Partners, LLC235$17.3K<0.01%-113F-HRTimeline
Promus Capital, LLC214$15.7K0.01%013F-HRTimeline
Wealthspire Advisors, LLC210$15.4K<0.01%new13F-HRTimeline
AlphaCore Capital LLC195$14.3K<0.01%013F-HRTimeline
Dunhill Financial, LLC194$14.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL139$10.2K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC124$9.11K0.01%new13F-HRTimeline
Friedenthal Financial124$9.1K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.102$7.53K<0.01%-10313F-HRTimelineGroup
United Community Bankin group United Community Bank85$6.24K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC56$4.11K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC47$3.45K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$3.16K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department38$2.79K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.31$2.3K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31$2.28K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21$1.54K<0.01%013F-HRTimeline
CoreCap Advisors, LLC16$1.18K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC13$954<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC10$735<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division9$661<0.01%013F-HRTimeline
Realta Investment Advisors4$294<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2$147<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$73<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC0$14<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.