Who Owns ISHARES TR (IPAC)? -- Institutional Holders (2026-03-31)
190 institutions reported holding $1.74B of ISHARES TR (IPAC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Blue Trust, Inc. ($468.8M), ENVESTNET ASSET MANAGEMENT INC ($309.6M), JPMORGAN CHASE & CO ($180.0M), MORGAN STANLEY ($76.1M), ASSETMARK, INC ($73.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Blue Trust, Inc. | $468.8M | 6.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $309.6M | 4.0M | Added |
| 3 | JPMORGAN CHASE & CO | $180.0M | 2.4M | Added |
| 4 | MORGAN STANLEY | $76.1M | 994,424 | Added |
| 5 | ASSETMARK, INC | $73.0M | 953,773 | Trimmed |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.6M | 896,396 | Trimmed |
| 7 | MATHER GROUP, LLC. | $50.4M | 658,482 | Added |
| 8 | STIFEL FINANCIAL CORP | $46.2M | 603,513 | Added |
| 9 | Elm Partners Management LLC | $37.7M | 507,836 | Added |
| 10 | BESSEMER GROUP INC | $32.8M | 428,615 | Added |
| 11 | Cetera Investment Advisers | $30.9M | 403,499 | Added |
| 12 | Smithfield Trust Co | $26.5M | 345,763 | Added |
| 13 | Bank Julius Baer & Co. Ltd, Zurich | $18.1M | 236,437 | New |
| 14 | Mandatum Life Insurance Co Ltd | $17.6M | 230,602 | Added |
| 15 | Roberts Financial LLC | $16.1M | 209,892 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $15.6M | 203,974 | Added |
| 17 | WELLS FARGO & COMPANY/MN | $15.4M | 201,160 | Added |
| 18 | VALLEY WEALTH MANAGERS, INC. | $14.1M | 184,429 | Added |
| 19 | GREENWOOD CAPITAL ASSOCIATES LLC | $14.0M | 182,829 | Added |
| 20 | Rockefeller Capital Management L.P. | $11.6M | 151,866 | Added |
| 21 | BlackRock, Inc. | $11.6M | 151,455 | Added |
| 22 | Vident Advisory, LLC | $11.1M | 145,449 | Added |
| 23 | Garde Capital, Inc. | $10.7M | 140,283 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $10.7M | 139,828 | Added |
| 25 | GenTrust, LLC | $10.4M | 135,687 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31