IPAC institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding188
Shares held23,388,035
Reported value$1.9bn
Quarter flows26 new, 71 added, 61 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Blue Trust, Inc.5,977,443$489.7m5.1%
JPMORGAN CHASE & CO2,844,032$232.8m0.0%
ENVESTNET ASSET MANAGEMENT INC2,677,633$219.4m0.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,202,282$98.5m0.0%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,094,986$89.7m0.1%
MORGAN STANLEY1,026,218$84.1m0.0%
ASSETMARK, INC940,857$77.1m0.1%
MATHER GROUP, LLC.654,722$53.6m0.5%
STIFEL FINANCIAL CORP610,501$50.0m0.0%
Elm Partners Management LLC533,830$43.7m1.6%
Cetera Investment Advisers404,717$33.2m0.0%
Smithfield Trust Co334,311$27.4m1.1%
Mandatum Life Insurance Co Ltd261,853$21.5m4.0%
BESSEMER GROUP INC254,769$20.9m0.0%
Rockefeller Capital Management L.P.226,260$18.5m0.0%
Bank Julius Baer & Co. Ltd, Zurich225,182$18.4m0.0%
Roberts Financial Services LLC208,888$17.1m5.0%
BANK OF AMERICA CORP /DE/204,312$16.7m0.0%
WELLS FARGO & COMPANY/MN203,327$16.7m0.0%
GREENWOOD CAPITAL ASSOCIATES LLC190,959$15.6m1.5%
VALLEY WEALTH MANAGERS, INC.182,292$14.9m0.9%
Thrivent Financial for Lutherans163,132$13.4m0.0%
Vident Advisory, LLC151,502$12.4m0.1%
Blue Edge Capital, LLC148,371$12.2m1.5%
OSAIC HOLDINGS, INC.146,502$12.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IPAC"). IPAC price history · All 13F data

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