IPAC Institutional Ownership
iShares Core MSCI Pacific ETF
1W: +0.1%
1M: +0.2%
3M: +2.6%
YTD: +16.0%
1Y: +20.4%
3Y: +68.9%
5Y: +47.1%
$85.78
+1.03 (+1.22%)
Weekly Expected Move ±2.1%
$82
$84
$86
$88
$89
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IPAC
200
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
27
New Positions
70
Increased
73
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (219 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Blue Trust, Inc. | 5,977,443 | $513M | -150,462 | -2.5% | 17Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 2,844,032 | $244M | +420,010 | +17.3% | 15Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,677,633 | $230M | -1,369,036 | -33.8% | 32Q | SEC ↗ |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,202,282 | $103M | +305,886 | +34.1% | 15Q | SEC ↗ |
| 5 | Sixth Street Partners Management Compa NEW | 1,202,282 | $103M | — | +0.0% | 1Q | SEC ↗ |
| 6 | NOMURA ASSET MANAGEMENT INTERNATIONAL NEW | 1,094,986 | $94M | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,026,218 | $88M | +31,794 | +3.2% | 47Q | SEC ↗ |
| 8 | ASSETMARK, INC | 940,857 | $81M | -12,916 | -1.4% | 44Q | SEC ↗ |
| 9 | MATHER GROUP, LLC. | 654,722 | $56M | -3,760 | -0.6% | 31Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 610,501 | $52M | +6,988 | +1.2% | 47Q | SEC ↗ |
| 11 | Elm Partners Management LLC | 533,830 | $46M | +25,994 | +5.1% | 31Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 404,717 | $35M | +1,218 | +0.3% | 23Q | SEC ↗ |
| 13 | Smithfield Trust Co | 334,311 | $29M | -11,452 | -3.3% | 39Q | SEC ↗ |
| 14 | Mandatum Life Insurance Co Ltd | 261,853 | $22M | +31,251 | +13.6% | 43Q | SEC ↗ |
| 15 | BESSEMER GROUP INC | 254,769 | $22M | -173,846 | -40.6% | 26Q | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 226,260 | $19M | +74,394 | +49.0% | 4Q | SEC ↗ |
| 17 | Bank Julius Baer & Co. Ltd, Zurich | 225,182 | $19M | -11,255 | -4.8% | 2Q | SEC ↗ |
| 18 | Roberts Financial Services LLC | 208,888 | $18M | -1,004 | -0.5% | 8Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 204,312 | $18M | +338 | +0.2% | 15Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 203,327 | $17M | +2,167 | +1.1% | 44Q | SEC ↗ |
| 21 | GREENWOOD CAPITAL ASSOCIATES LLC | 190,959 | $16M | +8,130 | +4.4% | 9Q | SEC ↗ |
| 22 | VALLEY WEALTH MANAGERS, INC. | 182,292 | $16M | -2,137 | -1.2% | 12Q | SEC ↗ |
| 23 | Thrivent Financial for Lutherans | 163,132 | $14M | +27,747 | +20.5% | 3Q | SEC ↗ |
| 24 | Vident Advisory, LLC | 151,502 | $13M | +6,053 | +4.2% | 12Q | SEC ↗ |
| 25 | Blue Edge Capital, LLC | 148,371 | $13M | +721 | +0.5% | 31Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 146,502 | $13M | +6,674 | +4.8% | 26Q | SEC ↗ |
| 27 | BlackRock, Inc. | 140,969 | $12M | -10,486 | -6.9% | 6Q | SEC ↗ |
| 28 | Garde Capital, Inc. | 138,788 | $12M | -1,495 | -1.1% | 32Q | SEC ↗ |
| 29 | GenTrust, LLC | 132,979 | $11M | -2,708 | -2.0% | 19Q | SEC ↗ |
| 30 | LPL Financial LLC | 109,734 | $9M | -2,120 | -1.9% | 40Q | SEC ↗ |
| 31 | Amundi | 105,514 | $9M | — | +0.0% | 19Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 101,789 | $9M | +44,022 | +76.2% | 2Q | SEC ↗ |
| 33 | UBS Group AG | 88,899 | $8M | +1,573 | +1.8% | 47Q | SEC ↗ |
| 34 | Columbus Macro, LLC | 88,047 | $8M | +1,090 | +1.3% | 31Q | SEC ↗ |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 77,364 | $7M | -1,358 | -1.7% | 42Q | SEC ↗ |
| 36 | Integris Wealth Management, LLC | 72,703 | $6M | -3,710 | -4.9% | 15Q | SEC ↗ |
| 37 | Prime Capital Investment Advisors, LLC | 71,814 | $6M | -183 | -0.3% | 13Q | SEC ↗ |
| 38 | LAZARD ASSET MANAGEMENT LLC | 70,357 | $6M | -607 | -0.9% | 48Q | SEC ↗ |
| 39 | Financial Gravity Companies, Inc. NEW | 65,760 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Creative Planning | 65,203 | $6M | +3,413 | +5.5% | 23Q | SEC ↗ |
| 41 | Financial Gravity Asset Management, In | 64,847 | $6M | +7,013 | +12.1% | 3Q | SEC ↗ |
| 42 | ES4, LLC | 51,646 | $4M | +536 | +1.0% | 3Q | SEC ↗ |
| 43 | TRUIST FINANCIAL CORP | 41,057 | $4M | +898 | +2.2% | 27Q | SEC ↗ |
| 44 | FDx Advisors, Inc. | 38,988 | $3M | -2,056 | -5.0% | 2Q | SEC ↗ |
| 45 | Robertson Stephens Wealth Management, | 33,871 | $3M | -1,079 | -3.1% | 15Q | SEC ↗ |
| 46 | Millington Financial Advisors, LLC | 31,319 | $3M | +1,045 | +3.5% | 15Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 30,758 | $3M | +17,973 | +140.6% | 37Q | SEC ↗ |
| 48 | Denver PWM, LLC | 29,978 | $3M | +1,320 | +4.6% | 11Q | SEC ↗ |
| 49 | ATLAS CAPITAL ADVISORS INC. | 29,553 | $3M | +6,411 | +27.7% | 3Q | SEC ↗ |
| 50 | Dogwood Wealth Management LLC | 28,683 | $2M | -855 | -2.9% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,202,282 | $103M |
| NOMURA ASSET MANAGEMENT INTERNATION | 1,094,986 | $94M |
| Financial Gravity Companies, Inc. | 65,760 | $6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,236 | $2M |
| Calydon Capital | 14,622 | $1M |
| BANK OZK | 7,467 | $641K |
| Mariner, LLC | 3,554 | $305K |
| AQR CAPITAL MANAGEMENT LLC | 3,189 | $274K |
| CANANDAIGUA NATIONAL CORP | 2,854 | $245K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 2,854 | $245K |
| Focus Partners Advisor Solutions, L | 2,672 | $229K |
| Opus Financial Solutions LLC | 2,565 | $220K |
| CHANNEL WEALTH LLC | 2,462 | $211K |
| Balance Wealth Partners LLC | 2,457 | $211K |
| Gleason Group, Inc. | 1,752 | $150K |
| Arax Advisory Partners | 1,200 | $103K |
| LFA - Lugano Financial Advisors SA | 723 | $62K |
| TRUST CO OF VERMONT | 488 | $42K |
| Global Retirement Partners, LLC | 246 | $21K |
| Cape Investment Advisory, Inc. | 202 | $17K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 84,537 | $7M |
| Perigon Wealth Management, LLC | 70,763 | $6M |
| FLOW TRADERS U.S. LLC | 53,851 | $5M |
| Ameritas Advisory Services, LLC | 15,041 | $1M |
| Arete Wealth Advisors, LLC | 5,160 | $443K |
| GTS SECURITIES LLC | 4,596 | $394K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,204 | $275K |
| IHT Wealth Management, LLC | 2,984 | $256K |
| Cresset Asset Management, LLC | 2,716 | $233K |
| OneAscent Financial Services LLC | 2,652 | $227K |
| Cornerstone Planning Group LLC | 1,543 | $132K |
| SageView Advisory Group, LLC | 921 | $79K |
| MassMutual Private Wealth & Trust, | 779 | $67K |
| Activest Wealth Management | 601 | $52K |
| MidFirst Bank | 329 | $28K |
| Winch Advisory Services, LLC | 190 | $16K |
| Western Wealth Management, LLC | 102 | $9K |
| United Community Bank | 80 | $7K |
| Advisory Services Network, LLC | 50 | $4K |
| HOWE & RUSLING INC | 44 | $4K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -1,369,036 | -33.8% | 2,677,633 |
| BESSEMER GROUP INC | -173,846 | -40.6% | 254,769 |
| Blue Trust, Inc. | -150,462 | -2.5% | 5,977,443 |
| JANE STREET GROUP, LLC | -45,784 | -91.9% | 4,057 |
| ASSETMARK, INC | -12,916 | -1.4% | 940,857 |
| Smithfield Trust Co | -11,452 | -3.3% | 334,311 |
| Bank Julius Baer & Co. Ltd, Zurich | -11,255 | -4.8% | 225,182 |
| BlackRock, Inc. | -10,486 | -6.9% | 140,969 |
| MCCARTER PRIVATE WEALTH SERVICES LL | -4,548 | -20.6% | 17,579 |
| Fortis Capital Advisors, LLC | -4,149 | -14.2% | 25,132 |
| Belpointe Asset Management LLC | -4,149 | -14.2% | 25,132 |
| MATHER GROUP, LLC. | -3,760 | -0.6% | 654,722 |
| Integris Wealth Management, LLC | -3,710 | -4.9% | 72,703 |
| Willis Johnson & Associates, Inc. | -3,568 | -11.3% | 27,892 |
| HARBOUR INVESTMENTS, INC. | -3,561 | -48.5% | 3,783 |
| RAYMOND JAMES FINANCIAL INC | -3,310 | -16.7% | 16,503 |
| LVZ, Inc. | -3,200 | -15.3% | 17,776 |
| GenTrust, LLC | -2,708 | -2.0% | 132,979 |
| VALLEY WEALTH MANAGERS, INC. | -2,137 | -1.2% | 182,292 |
| LPL Financial LLC | -2,120 | -1.9% | 109,734 |