Skip to content
Disclosery

IPAC ISHARES TR

Follow

CORE MSCI PAC (fund)

175 managers (176 13F filers) reported a position in IPAC shares at 2026-03-31, 23,032,087 shares in all. 22 filers opened a position and 16 filers sold out during the quarter.

Managers
175
13F filers
176
New
22
Added
59
Reduced
50
Sold out
16
Shares held by filers
23,032,087

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.6,127,905$469M5.37%-202,63513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,046,669$310M0.08%+100,28113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,424,022$180M0.01%+222,40613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY994,424$76.1M<0.01%+67,40213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC953,773$73M0.15%-12,73113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co896,396$68.6M0.01%-16,12613F-HRTimelineGroup
MATHER GROUP, LLC.658,482$50.4M0.5%+2,56013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP603,513$46.2M0.04%+45,46813F-HRTimelineGroup
Elm Partners Management LLC507,836$37.7M1.63%+18,30613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC428,615$32.8M0.05%+43,40713F-HRTimelineGroup
Cetera Investment Advisers403,499$30.9M0.03%+4,31613F-HRTimeline
Smithfield Trust Co345,763$26.5M1.15%+3,38713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich236,437$18.1M0.05%new13F-HRTimeline
Mandatum Life Insurance Co Ltd230,602$17.6M3.97%+18,67913F-HRTimeline
Roberts Financial Services LLC209,892$16.1M5.11%+70,90213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/203,974$15.6M<0.01%+7,12613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN201,160$15.4M<0.01%+40,66913F-HR/ATimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.184,429$14.1M0.91%+10,69113F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC182,829$14M1.54%+5,77213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…151,866$11.6M0.02%+107,66613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.151,455$11.6M<0.01%+151,35313F-HRTimelineGroup
Blue Edge Capital, LLC147,650$11.3M1.5%+18,02613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC145,449$11.1M0.09%+5,25213F-HRTimelineGroup
Garde Capital, Inc.140,283$10.7M0.64%-4,06413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.139,828$10.7M0.02%+14,10013F-HRTimelineGroup
GenTrust, LLC135,687$10.4M0.44%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…135,385$10.4M0.02%+128,33713F-HRTimelineGroup
LPL Financial LLC111,854$8.56M<0.01%-3,78113F-HRTimeline
Amundiin group Amundi105,514$8.07M<0.01%-62213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding87,737$6.71M-78,485Timeline
Columbus Macro, LLC86,957$6.65M0.71%+11913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,722$6.02M0.04%-2,99013F-HRTimelineGroup
Integris Wealth Management, LLC76,413$5.85M1.34%-1,54313F-HRTimeline
Prime Capital Investment Advisors, LLC71,997$5.51M0.06%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC70,964$5.43M0.01%-14,06313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …64,847$4.96M0.88%+7,01313F-HRTimelineGroup
Creative Planningin group Creative Planning61,790$4.73M<0.01%+2,94413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,767$4.42M<0.01%new13F-HRTimelineGroup
ES4, LLC51,110$3.91M2.52%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,841$3.81M<0.01%new13F-HRTimelineGroup
FDx Advisors, Inc.41,044$3.14M1%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,159$3.07M<0.01%+9413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…34,950$2.67M0.07%-3,67113F-HRTimeline
Willis Johnson & Associates, Inc.31,460$2.41M0.14%-1,88813F-HRTimeline
Millington Financial Advisors, LLC30,274$2.4M1.01%+1,01013F-HRTimeline
Denver PWM, LLC28,658$2.37M0.81%-9,09613F-HRTimeline
Dogwood Wealth Management LLC29,538$2.26M0.98%-90113F-HRTimeline
Belpointe Asset Management LLC29,281$2.24M0.08%+22,92113F-HRTimeline
Fortis Capital Advisors, LLC29,281$2.24M0.29%+22,92113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC28,655$2.19M0.39%+39113F-HRTimeline
Global Financial Private Client, LLC23,655$1.81M0.59%+1,07313F-HRTimeline
Family Legacy, Inc.23,243$1.78M0.53%-1,36413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.23,142$1.77M0.2%-2213F-HRTimeline
Jacobs Equity LLC20,703$1.71M1.53%+3,80813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC22,127$1.69M0.74%+3,80813F-HRTimeline
PAX Financial Group, LLC21,972$1.68M0.29%-1,80113F-HRTimeline
LVZ, Inc.20,976$1.6M0.18%-2,50413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,136$1.54M<0.01%-1,26113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,813$1.52M<0.01%-7,25113F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.19,787$1.51M0.01%+17513F-HRTimelineGroup
CWM, LLCin group CWM, LLC19,318$1.48M<0.01%-77313F-HRTimelineGroup
Quantinno Capital Management LP19,202$1.47M<0.01%+2,14313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.18,651$1.43M0.89%-77813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,041$1.15M0.04%-34013F-HRTimelineGroup
Steward Partners Investment Advisory, L…14,459$1.11M0.01%+14,20513F-HRTimeline
HighTower Advisors, LLC12,785$978K<0.01%-2,02613F-HRTimeline
Inman Jager Wealth Management, LLC12,464$954K0.56%-9313F-HRTimeline
Wellspring Financial Advisors, LLC11,994$918K0.07%+3,20813F-HRTimeline
Tanager Wealth Management LLP11,574$886K0.09%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,565$808K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,005$765K<0.01%-90213F-HRTimeline
Element Wealth, LLC9,304$712K0.29%+24313F-HRTimeline
Yoffe Investment Management, LLC9,276$710K0.91%013F-HRTimeline
Selby Wealth Management, LLC9,276$710K0.28%+26513F-HRTimeline
INVESTED ADVISORS9,049$692K0.7%+63513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,027$691K0.06%-36613F-HRTimeline
FMR LLCin group FMR LLC8,761$670K<0.01%+19313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,758$670K<0.01%-22013F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,475$648K<0.01%-29713F-HRTimeline
Forum Finance Group S.A.10,417$645K0.35%13F-HRTimeline
SAPIENT CAPITAL LLC8,317$636K0.01%013F-HR/ATimeline
Balefire, LLC8,058$617K0.12%+1513F-HRTimeline
Caprock Group, LLC7,944$608K0.01%013F-HRTimeline
Williams & Novak Wealth Management, LLC7,766$607K0.46%-1,59913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,705$590K0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,681$588K<0.01%-57713F-HR/ATimelineGroup
ORBA Wealth Advisors, L.L.C.7,497$574K0.68%-3,67713F-HRTimeline
HARBOUR INVESTMENTS, INC.7,344$562K0.01%+7,34313F-HRTimeline
AlphaStar Capital Management, LLC7,264$556K0.04%-46213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,240$554K<0.01%013F-HR/ATimelineGroup
Betterment LLC7,207$551K<0.01%+1,09513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,176$549K<0.01%+14613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,036$538K<0.01%-48513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT6,917$506K0.64%13F-HRTimeline
Security National Bank6,373$488K0.07%+94213F-HRTimeline
Rehmann Capital Advisory Group6,089$466K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC6,052$463K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,891$451K<0.01%+2,10313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,760$441K<0.01%-3,22513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,434$412K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,488$407K<0.01%+2,46213F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.5,310$406K0.03%013F-HRTimeline
NewEdge Advisors, LLC4,997$382K<0.01%013F-HR/ATimeline
GUYASUTA INVESTMENT ADVISORS INC4,905$375K0.02%+82813F-HRTimeline
Walkner Condon Financial Advisors LLC4,847$371K0.05%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,534$367K0.05%+78413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,784$366K0.03%new13F-HRTimeline
Private Advisor Group, LLC4,716$361K<0.01%+24713F-HRTimeline
Farther Finance Advisors, LLC4,587$359K<0.01%-3613F-HRTimeline
MAI Capital Management4,498$344K<0.01%-5013F-HRTimeline
Sanctuary Advisors, LLC4,435$339K<0.01%+8413F-HRTimeline
Wealthfront Advisers LLC4,139$317K<0.01%+1,25613F-HRTimeline
Outlook Wealth Advisors, LLC4,111$315K0.08%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,053$310K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,930$301K<0.01%013F-HRTimelineGroup
Southland Equity Partners LLC3,921$300K0.06%-18113F-HRTimeline
Allworth Financial LP3,798$291K<0.01%-8213F-HRTimeline
OneDigital Investment Advisors LLC3,724$285K<0.01%+1713F-HRTimeline
Savvy Advisors, Inc.3,640$278K0.01%+28413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,617$277K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.3,436$263K0.21%new13F-HRTimeline
Signal Advisors Wealth, LLC3,230$247K0.02%new13F-HRTimeline
Allie Family Office LLC3,167$242K0.11%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.3,096$237K0.02%-25913F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC3,096$237K0.16%-27513F-HRTimeline
Integrated Wealth Concepts LLC3,096$237K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC2,984$228K0.01%+10513F-HRTimeline
Hoxton Planning & Management, LLC2,980$228K0.07%+6213F-HRTimeline
World Investment Advisors2,936$225K<0.01%-55513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…2,903$222K0.03%-5513F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,892$221K0.01%new13F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…2,854$218K0.02%13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,803$214K<0.01%-74613F-HRTimeline
Cresset Asset Management, LLC2,716$208K<0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,652$203K0.01%new13F-HRTimelineGroup
Addison Advisors LLC2,545$195K0.04%-2013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,978$151K<0.01%+19113F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,753$134K0.07%new13F-HRTimeline
Capital Investment Advisory Services, L…1,616$124K0.01%-1613F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,291$98.8K0.01%013F-HRTimeline
CVA Family Office, LLC1,085$83K0.01%013F-HRTimeline
AE Wealth Management LLC827$63.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC710$54.3K<0.01%013F-HRTimeline
Activest Wealth Management601$46K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/581$44.5K<0.01%+9913F-HRTimelineGroup
LANARK FINANCIAL, INC.575$44K<0.01%+14313F-HRTimeline
Coston, McIsaac & Partners507$38K0.01%013F-HRTimeline
Kings Path Partners LLC482$36.9K0.01%013F-HR/ATimeline
Waverly Advisors, LLC456$34.9K<0.01%013F-HRTimeline
Rossby Financial, LCC414$32.4K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…381$29.1K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC301$23K<0.01%new13F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC294$22.5K<0.01%13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…285$22.3K<0.01%-313F-HRTimeline
AlphaCore Capital LLC196$15K<0.01%013F-HRTimeline
Dunhill Financial, LLC194$14.8K<0.01%013F-HRTimeline
Winch Advisory Services, LLC190$14.5K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA120$9.18K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC58$4.44K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management52$3.98K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC50$3.83K<0.01%new13F-HRTimeline
HOWE & RUSLING INC44$3.38K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$3.29K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC41$3.14K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department38$2.91K<0.01%013F-HRTimelineGroup
Go Invest LLC36$2.76K<0.01%-313F-HRTimeline
Sunbelt Securities, Inc.32$2.42K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31$2.37K<0.01%-3213F-HRTimelineGroup
CoreCap Advisors, LLC16$1.22K<0.01%-17413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC13$994<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC10$766<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9$689<0.01%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division9$689<0.01%013F-HRTimeline
Realta Investment Advisors4$306<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2$153<0.01%013F-HRTimeline