Who Owns ISHARES TR (IPAC)? -- Institutional Holders (2026-06-30)
199 institutions reported holding $2.01B of ISHARES TR (IPAC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Trust, Inc. ($489.7M), JPMORGAN CHASE & CO ($232.8M), ENVESTNET ASSET MANAGEMENT INC ($219.4M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($98.5M), Sixth Street Partners Management Company, L.P. ($98.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Blue Trust, Inc. | $489.7M | 6.0M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $232.8M | 2.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $219.4M | 2.7M | Trimmed |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98.5M | 1.2M | Added |
| 5 | Sixth Street Partners Management Company, L.P. | $98.5M | 1.2M | New |
| 6 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $89.7M | 1.1M | New |
| 7 | MORGAN STANLEY | $84.1M | 1.0M | Added |
| 8 | ASSETMARK, INC | $77.1M | 940,857 | Trimmed |
| 9 | MATHER GROUP, LLC. | $53.6M | 654,722 | Trimmed |
| 10 | STIFEL FINANCIAL CORP | $50.0M | 610,501 | Added |
| 11 | Elm Partners Management LLC | $43.7M | 533,830 | Added |
| 12 | Cetera Investment Advisers | $33.2M | 404,717 | Added |
| 13 | Smithfield Trust Co | $27.4M | 334,311 | Trimmed |
| 14 | Mandatum Life Insurance Co Ltd | $21.5M | 261,853 | Added |
| 15 | BESSEMER GROUP INC | $20.9M | 254,769 | Trimmed |
| 16 | Rockefeller Capital Management L.P. | $18.5M | 226,260 | Added |
| 17 | Bank Julius Baer & Co. Ltd, Zurich | $18.4M | 225,182 | Trimmed |
| 18 | Roberts Financial LLC | $17.1M | 208,888 | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $16.7M | 204,312 | Added |
| 20 | WELLS FARGO & COMPANY/MN | $16.7M | 203,327 | Added |
| 21 | GREENWOOD CAPITAL ASSOCIATES LLC | $15.6M | 190,959 | Added |
| 22 | VALLEY WEALTH MANAGERS, INC. | $14.9M | 182,292 | Trimmed |
| 23 | Thrivent Financial for Lutherans | $13.4M | 163,132 | Added |
| 24 | Vident Advisory, LLC | $12.4M | 151,502 | Added |
| 25 | Blue Edge Capital, LLC | $12.2M | 148,371 | Added |
Source: SEC Form 13F filings · as of 2026-06-30