Vault-13

ISHARES TR IPAC

CORE MSCI PAC · ETP · CUSIP 46434V696

149 institutional holders +12 vs Q1 2025
18,773,40718.8m shares reported held*
$1.3bnreported value*
23 new 44 added 49 reduced 15 sold out net sold ≈ $418.0m (-6.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.66.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 117Q4 22: 124Q1 23: 124Q2 23: 129Q3 23: 129Q4 23: 135Q1 24: 142Q2 24: 135Q3 24: 134Q4 24: 140Q1 25: 137Q2 25: 149149Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022117
Q4 2022124
Q1 2023124
Q2 2023129
Q3 2023129
Q4 2023135
Q1 2024142
Q2 2024135
Q3 2024134
Q4 2024140
Q1 2025137
Q2 2025149

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 55 bought or addedQ3 23: 56 cut or sold outQ4 23: 65 bought or addedQ4 23: 51 cut or sold outQ4 23Q1 24: 72 bought or addedQ1 24: 62 cut or sold outQ2 24: 53 bought or addedQ2 24: 72 cut or sold outQ2 24Q3 24: 53 bought or addedQ3 24: 65 cut or sold outQ4 24: 61 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 56 bought or addedQ1 25: 68 cut or sold outQ2 25: 67 bought or addedQ2 25: 64 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235556
Q4 20236551
Q1 20247262
Q2 20245372
Q3 20245365
Q4 20246154
Q1 20255668
Q2 20256764

Biggest buyers

JPMORGAN CHASE & CO Added +692,573+692.6k
CITADEL ADVISORS LLC Added +294,450+294.4k
OSAIC HOLDINGS, INC. Added +105,396+105.4k
Elm Partners Management LLC Added +95,041+95.0k
MATHER GROUP, LLC. Added +53,769+53.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +52,777+52.8k
Smithfield Trust Co Added +37,759+37.8k
BESSEMER GROUP INC Added +37,543+37.5k
CWM, LLC Added +32,461+32.5k
Mandatum Life Insurance Co Ltd Added +30,180+30.2k

Biggest sellers

Municipal Employees' Retirement System of Michigan Sold out -6,404,807-6.4m
Stonebridge Financial Group, LLC Sold out -402,749-402.7k
Blue Trust, Inc. Reduced -243,999-244.0k
ASSETMARK, INC Reduced -117,144-117.1k
BANK OF AMERICA CORP /DE/ Reduced -88,516-88.5k
Roberts Financial Services LLC Reduced -85,816-85.8k
Cetera Investment Advisers Reduced -46,860-46.9k
JANE STREET GROUP, LLC Sold out -46,748-46.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -36,419-36.4k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -35,447-35.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Blue Trust, Inc. 5.67% of their portfolio BRENTWOOD, TN 6,996,0277.0m $480.6m $480.6m 5.67% Reduced -244.0k -243,999
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,823,0561.8m $125.2m $125.2m 0.01% Added +692.6k +692,573
3 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 989,465989.5k $68.0m $68.0m 0.16% Reduced -117.1k -117,144
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 965,523965.5k $66.3m $66.3m 0.01% Reduced -35.4k -35,447
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 882,289882.3k $60.6m $60.6m 0.00% Added +3.3k +3,293
6 MATHER GROUP, LLC. 0.48% of their portfolio CHICAGO, IL 653,467653.5k $44.9m $44.9m 0.48% Added +53.8k +53,769
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 603,458603.5k $41.5m $41.5m 0.01% Reduced -36.4k -36,419
8 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 549,389549.4k $37.7m $37.7m 0.04% Added +11.1k +11,052
9 Elm Partners Management LLC 1.90% of their portfolio Philadelphia, PA 476,862476.9k $32.8m $32.8m 1.90% Added +95.0k +95,041
10 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 399,916399.9k $27.5m $27.5m 0.05% Reduced -46.9k -46,860
11 Smithfield Trust Co 1.14% of their portfolio PITTSBURGH, PA 352,399352.4k $24.2m $24.2m 1.14% Added +37.8k +37,759
12 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 313,669313.7k $21.5m $21.5m 0.02% Added +294.4k +294,450
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 232,501232.5k $16.0m $16.0m 0.00% Reduced -88.5k -88,516
14 BESSEMER GROUP INC 0.02% of their portfolio WOODBRIDGE, NJ 206,182206.2k $14.2m $14.2m 0.02% Added +37.5k +37,543
15 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 196,038196.0k $12.7m $12.7m 0.02% Added +105.4k +105,396
16 AlphaStar Capital Management, LLC 0.85% of their portfolio CORNELIUS, NC 175,984176.0k $12.1m $12.1m 0.85% Added +1.5k +1,505
17 GREENWOOD CAPITAL ASSOCIATES LLC 1.40% of their portfolio GREENWOOD, SC 163,950163.9k $11.3m $11.3m 1.40% Added +7.1k +7,110
18 VALLEY WEALTH MANAGERS, INC. 0.78% of their portfolio PARAMUS, NJ 158,671158.7k $10.9m $10.9m 0.78% Reduced -6.1k -6,117
19 Mandatum Life Insurance Co Ltd 2.81% of their portfolio HELSINKI, H9 155,637155.6k $10.7m $10.7m 2.81% Added +30.2k +30,180
20 Garde Capital, Inc. 0.53% of their portfolio SEATTLE, WA 142,939142.9k $9.8m $9.8m 0.53% Added +911 +911
21 Vident Advisory, LLC 0.11% of their portfolio Alpharetta, GA 140,242140.2k $9.6m $9.6m 0.11% Added +3.6k +3,650
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 138,231138.2k $9.5m $9.5m 0.00% Added +18.1k +18,065
23 GenTrust, LLC 0.44% of their portfolio MIAMI, FL 137,140137.1k $9.4m $9.4m 0.44% Reduced -3.1k -3,121
24 Roberts Financial Services LLC 3.21% of their portfolio MARQUETTE, MI 135,449135.4k $9.3m $9.3m 3.21% Reduced -85.8k -85,816
25 Blue Edge Capital, LLC 1.23% of their portfolio RICHMOND, VA 120,729120.7k $8.3m $8.3m 1.23% Added +15 +15
26 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 94,15994.2k $6.5m $6.5m 0.01% Reduced -22.5k -22,548
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,97494.0k $6.5m $6.5m 0.00% Added +6.4k +6,427
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 89,47689.5k $6.1m $6.1m 0.00% Reduced -6.2k -6,246
29 Columbus Macro, LLC 0.75% of their portfolio NEW CASTLE, PA 88,99089.0k $6.1m $6.1m 0.75% Reduced -32.0k -32,042
30 Amundi 0.00% of their portfolio Paris, I0 87,88787.9k $6.0m $6.0m 0.00% Reduced -9.4k -9,391
31 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 83,74983.7k $5.8m $5.8m 0.05% Reduced -5.5k -5,481
32 Integris Wealth Management, LLC 1.42% of their portfolio Monterey, CA 79,11079.1k $5.4m $5.4m 1.42% Reduced -841 -841
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 75,29175.3k $5.2m $5.2m 0.01% Added +52.8k +52,777
34 Prime Capital Investment Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 71,96572.0k $4.9m $4.9m 0.07% Reduced -770 -770
35 Financial Gravity Companies, Inc. 0.80% of their portfolio Lakeway, TX 59,30659.3k $4.1m $4.1m 0.80% First filing
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 54,25154.3k $3.7m $3.7m 0.00% Reduced -2.0k -2,028
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 53,25053.2k $3.7m $3.7m 0.00% Added +2.8k +2,817
38 FDx Advisors, Inc. 1.03% of their portfolio BERWYN, PA 48,94848.9k $3.4m $3.4m 1.03% Reduced -2.8k -2,834
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,44140.4k $2.8m $2.8m 0.00% Reduced -383 -383
40 Robertson Stephens Wealth Management, LLC 0.10% of their portfolio San Francisco, CA 39,97240.0k $2.7m $2.7m 0.10% Reduced -6.1k -6,149
41 Denver PWM, LLC 0.81% of their portfolio DENVER, CO 37,72437.7k $2.6m $2.6m 0.81% Added +2.7k +2,664
42 Willis Johnson & Associates, Inc. 0.16% of their portfolio Houston, TX 34,77634.8k $2.4m $2.4m 0.16% Reduced -1.8k -1,798
43 CWM, LLC 0.01% of their portfolio OMAHA, NE 33,73033.7k $2.3m $2.3m 0.01% Added +32.5k +32,461
44 Dogwood Wealth Management LLC 1.05% of their portfolio LENEXA, KS 31,74831.7k $2.1m $2.1m 1.05% Reduced -3.2k -3,206
45 Perigon Wealth Management, LLC 0.05% of their portfolio SAN FRANCISCO, CA 28,15828.2k $1.9m $1.9m 0.05% New
46 PRESILIUM PRIVATE WEALTH, LLC 0.40% of their portfolio RADNOR, PA 28,11228.1k $1.9m $1.9m 0.40% Reduced -23.3k -23,304
47 ATLAS CAPITAL ADVISORS INC. 0.23% of their portfolio JACKSON, WY 27,96828.0k $1.9m $1.9m 0.23% Reduced -4.5k -4,536
48 Millington Financial Advisors, LLC 0.95% of their portfolio NAPERVILLE, IL 26,82226.8k $1.9m $1.9m 0.95% Reduced -2.4k -2,420
49 PAX Financial Group, LLC 0.35% of their portfolio SAN ANTONIO, TX 26,66126.7k $1.8m $1.8m 0.35% Reduced -4.8k -4,754
50 Family Legacy, Inc. 0.54% of their portfolio GREENVILLE, SC 24,22024.2k $1.7m $1.7m 0.54% Added +380 +380
51 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 20,40320.4k $1.4m $1.4m 0.00% Added +316 +316
52 RICHARDSON FINANCIAL SERVICES INC. 0.90% of their portfolio MEDWAY, MA 19,56019.6k $1.3m $1.3m 0.90% Reduced -2.0k -2,007
53 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 18,39218.4k $1.3m $1.3m 0.01% New
54 Global Financial Private Client, LLC 0.45% of their portfolio Sarasota, FL 17,31517.3k $1.2m $1.2m 0.45% Added +70 +70
55 Inman Jager Wealth Management, LLC 0.66% of their portfolio HATTIESBURG, MS 14,13914.1k $971.3k $971.3k 0.66% Reduced -566 -566
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,67013.7k $939.1k $939.1k 0.00% Added +969 +969
57 Coppell Advisory Solutions LLC 0.06% of their portfolio COPPELL, TX 12,85612.9k $883.5k $883.5k 0.06% New
58 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,26412.3k $843.0k $843.0k 0.00% Reduced -2.2k -2,209
59 Williams & Novak, LLC 0.63% of their portfolio WESTLAKE VILLAGE, CA 10,76510.8k $739.6k $739.6k 0.63% Reduced -1.5k -1,500
60 Tanager Wealth Management LLP 0.09% of their portfolio Goring On Thames, X0 10,63510.6k $730.6k $730.6k 0.09% New
61 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 10,56510.6k $725.8k $725.8k 0.00% Unchanged
62 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 10,24110.2k $703.6k $703.6k 0.03% New
63 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 9,6449.6k $662.5k $662.5k 0.00% Reduced -100 -100
64 BRANDYWINE OAK PRIVATE WEALTH LLC 0.06% of their portfolio Kennett Square, PA 9,4469.4k $648.9k $648.9k 0.06% Unchanged
65 Yoffe Investment Management, LLC 0.87% of their portfolio LEMOYNE, PA 9,2219.2k $633.5k $633.5k 0.87% Added +23 +23
66 Csenge Advisory Group 0.03% of their portfolio CLEARWATER, FL 9,0739.1k $612.3k $612.3k 0.03% Reduced -325 -325
67 Element Wealth, LLC 0.28% of their portfolio RIDGELAND, MS 8,8788.9k $609.9k $609.9k 0.28% Reduced -685 -685
68 MCCARTER PRIVATE WEALTH SERVICES LLC 0.34% of their portfolio Boston, MA 8,7508.8k $601.1k $601.1k 0.34% New
69 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,5588.6k $588.0k $588.0k 0.00% Added +1.7k +1,700
70 Balefire, LLC 0.13% of their portfolio DALLAS, TX 8,4948.5k $583.5k $583.5k 0.13% New
71 SAPIENT CAPITAL LLC 0.01% of their portfolio INDIANAPOLIS, IN 8,3178.3k $571.4k $571.4k 0.01% New
72 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,0308.0k $551.7k $551.7k 0.00% Added +41 +41
73 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 7,7307.7k $531.1k $531.1k 0.00% Added +470 +470
74 FMR LLC 0.00% of their portfolio BOSTON, MA 7,5567.6k $519.1k $519.1k 0.00% Reduced -185 -185
75 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 7,2797.3k $500.1k $500.1k 0.01% New
76 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,3536.4k $436.4k $436.4k 0.00% New
77 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,2846.3k $431.7k $431.7k 0.00% Reduced -447 -447
78 Rehmann Capital Advisory Group 0.03% of their portfolio LANSING, MI 6,0896.1k $418.3k $418.3k 0.03% Unchanged
79 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,0766.1k $417.4k $417.4k 0.00% Added +94 +94
80 Harel Insurance Investments & Financial Services Ltd. 0.00% of their portfolio Ramat Gan, L3 5,4345.4k $370.0k $370.0k 0.00% Unchanged
81 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,4105.4k $371.7k $371.7k 0.00% Reduced -50 -50
82 Edgemoor Investment Advisors, Inc. 0.03% of their portfolio BETHESDA, MD 5,3105.3k $364.8k $364.8k 0.03% Unchanged
83 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,9745.0k $341.7k $341.7k 0.00% Added +24 +24
84 Walkner Condon Financial Advisors LLC 0.06% of their portfolio MADISON, WI 4,7724.8k $327.8k $327.8k 0.06% Added +43 +43
85 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 4,7394.7k $325.6k $325.6k 0.01% Reduced -153 -153
86 Fortis Capital Advisors, LLC 0.06% of their portfolio PRAIRIE VILLAGE, KS 4,7394.7k $325.6k $325.6k 0.06% Reduced -147 -147
87 BRIAN LOW FINANCIAL GROUP, LLC 0.30% of their portfolio BATON ROUGE, LA 4,7244.7k $324.6k $324.6k 0.30% First filing
88 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,6794.7k $321.5k $321.5k 0.01% Reduced -262 -262
89 Southland Equity Partners LLC 0.06% of their portfolio WILDWOOD, MO 4,2234.2k $290.1k $290.1k 0.06% Reduced -28 -28
90 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,1644.2k $286.1k $286.1k 0.00% Added +36 +36
91 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,0984.1k $281.6k $281.6k 0.00% New
92 GUYASUTA INVESTMENT ADVISORS INC 0.02% of their portfolio PITTSBURGH, PA 4,0774.1k $280.1k $280.1k 0.02% Unchanged
93 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 3,9984.0k $274.7k $274.7k 0.00% Reduced -1.4k -1,413
94 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,9984.0k $274.7k $274.7k 0.00% Unchanged
95 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 3,9303.9k $270.0k $270.0k 0.00% Unchanged
96 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,9003.9k $268.0k $268.0k 0.00% Added +608 +608
97 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,7323.7k $256.4k $256.4k 0.00% Added +98 +98
98 MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio Santa Barbara, CA 3,6503.6k $250.8k $250.8k 0.01% Unchanged
99 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 3,6133.6k $248.2k $248.2k 0.01% New
100 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 3,3363.3k $229.2k $229.2k 0.02% New