IPAC — ISHARES TR
Reported value held$494.99M
Funds holding (latest)19
Sector—
Funds holding (Q2 2026)14
Institutional value$492.24M · 6.01M sh
New / Add / Cut / Exit2 / 6 / 3 / 1
Top-5 / Top-10 concentration91.2% / 99.6%
Institutional holdings change
Accumulating +115.5%
(+3.22M sh)
Institutional value change
Up +130.7%
As of Q2 2026, 14 SEC-registered investment managers reported holding IPAC (ISHARES TR) in their latest 13F filings, with a combined reported value of $492.24M across 6.01M shares. That is +115.5% by share count (+3.22M shares) versus the previous quarter, while reported value moved +130.7%. Ownership is concentrated: the five largest holders account for 91.2% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 2 opened new positions, 6 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 2.84M | $232.84M | 0.03% | New |
| Charles Schwab Investment Management history | 1.20M | $98.50M | 0.01% | Add |
| Morgan Stanley history | 1.03M | $84.08M | 0.01% | Add |
| Bank of America Corp history | 204.31K | $16.74M | 0.00% | Hold |
| Wells Fargo & Co history | 203.33K | $16.66M | 0.00% | Add |
| BlackRock Inc history | 140.97K | $11.55M | 0.00% | Reduce |
| Amundi US history | 105.51K | $8.64M | 0.00% | Hold |
| Goldman Sachs Group history | 101.79K | $8.34M | 0.00% | Add |
| UBS Group AG history | 88.90K | $7.28M | 0.00% | Add |
| Lazard Asset Management history | 70.36K | $5.76M | 0.01% | Reduce |
| Northern Trust Corp history | 10.56K | $865.59K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 8.48K | $694.41K | 0.00% | Reduce |
| AQR Capital Management history | 3.19K | $261.27K | 0.00% | New |
| PNC Financial Services history | 157 | $12.89K | 0.00% | Add |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 994.42K | $76.08M | 0.01% | Add |
| Charles Schwab Investment Management history | 896.40K | $68.58M | 0.01% | Reduce |
| Bank of America Corp history | 203.97K | $15.61M | 0.00% | Add |
| Wells Fargo & Co history | 201.16K | $15.39M | 0.00% | Add |
| BlackRock Inc history | 151.46K | $11.59M | 0.00% | Add |
| Amundi US history | 105.51K | $8.07M | 0.00% | Reduce |
| UBS Group AG history | 87.33K | $6.68M | 0.00% | Reduce |
| Lazard Asset Management history | 70.96K | $5.43M | 0.01% | Reduce |
| Goldman Sachs Group history | 57.77K | $4.42M | 0.00% | New |
| Northern Trust Corp history | 10.56K | $808.33K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 8.76K | $670.33K | 0.00% | Add |
| PNC Financial Services history | 31 | $2.37K | 0.00% | Reduce |
| Citigroup Inc history | 9 | $689 | 0.00% | New |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 2.20M | $161.18M | 0.02% | Add |
| Morgan Stanley history | 927.02K | $67.87M | 0.00% | Add |
| Charles Schwab Investment Management history | 912.52K | $66.81M | 0.01% | Reduce |
| Bank of America Corp history | 196.85K | $14.41M | 0.00% | Add |
| UBS Group AG history | 166.22K | $12.17M | 0.00% | Add |
| Wells Fargo & Co history | 160.49K | $11.75M | 0.00% | Add |
| Amundi US history | 106.14K | $7.77M | 0.00% | Add |
| Lazard Asset Management history | 85.03K | $6.22M | 0.01% | Reduce |
| Northern Trust Corp history | 10.56K | $773.46K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 8.57K | $627.25K | 0.00% | Add |
| BlackRock Inc history | 102 | $7.50K | 0.00% | Hold |
| PNC Financial Services history | 63 | $4.61K | 0.00% | Add |
Q3 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 2.02M | $148.08M | 0.02% | Add |
| Charles Schwab Investment Management history | 943.28K | $69.27M | 0.01% | Reduce |
| Morgan Stanley history | 911.52K | $66.93M | 0.00% | Add |
| Bank of America Corp history | 194.36K | $14.27M | 0.00% | Reduce |
| Wells Fargo & Co history | 144.21K | $10.59M | 0.00% | Add |
| Amundi US history | 87.89K | $6.62M | 0.00% | Hold |
| UBS Group AG history | 88.67K | $6.51M | 0.00% | Reduce |
| Lazard Asset Management history | 88.31K | $6.48M | 0.01% | Reduce |
| Citadel Advisors history | 21.91K | $1.61M | 0.00% | Reduce |
| Northern Trust Corp history | 10.56K | $775.79K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 7.64K | $561.12K | 0.00% | Add |
| BlackRock Inc history | 102 | $7.53K | 0.00% | Reduce |
| PNC Financial Services history | 31 | $2.28K | 0.00% | Hold |
Q2 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.82M | $125.24M | 0.02% | Add |
| JPMorgan Chase & Co history | 1.82M | $125.24M | 0.02% | Add |
| Charles Schwab Investment Management history | 965.52K | $66.33M | 0.01% | Reduce |
| Morgan Stanley history | 882.29K | $60.61M | 0.00% | Hold |
| Morgan Stanley history | 882.29K | $60.61M | 0.00% | Hold |
| Citadel Advisors history | 313.67K | $21.55M | 0.00% | Add |
| Citadel Advisors history | 313.67K | $21.55M | 0.00% | Add |
| Bank of America Corp history | 232.50K | $15.97M | 0.00% | Reduce |
| Wells Fargo & Co history | 138.23K | $9.50M | 0.00% | Add |
| UBS Group AG history | 89.48K | $6.15M | 0.00% | Reduce |
| Amundi US history | 87.89K | $6.03M | 0.00% | Reduce |
| Northern Trust Corp history | 10.56K | $725.82K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 7.56K | $519.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.56K | $519.06K | 0.00% | Reduce |
| BlackRock Inc history | 205 | $14.08K | 0.00% | Hold |
| BlackRock Inc history | 205 | $14.08K | 0.00% | Hold |
| Lazard Asset Management history | 94.16K | $6.47K | 0.01% | Reduce |
| PNC Financial Services history | 31 | $2.13K | 0.00% | Reduce |
Q1 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.13M | $70.36M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.13M | $70.36M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.00M | $62.30M | 0.01% | Reduce |
| Morgan Stanley history | 879.00K | $54.71M | 0.00% | Reduce |
| Morgan Stanley history | 879.00K | $54.71M | 0.00% | Reduce |
| Bank of America Corp history | 321.02K | $19.98M | 0.00% | Add |
| Wells Fargo & Co history | 120.17K | $7.48M | 0.00% | Add |
| UBS Group AG history | 95.72K | $5.96M | 0.00% | Add |
| Amundi US history | 97.28K | $5.86M | 0.00% | Hold |
| Citadel Advisors history | 19.22K | $1.20M | 0.00% | Add |
| Citadel Advisors history | 19.22K | $1.20M | 0.00% | Add |
| Northern Trust Corp history | 10.56K | $657.57K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 7.74K | $481.82K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7.74K | $481.82K | 0.00% | Add |
| Invesco Ltd history | 3.59K | $223.69K | 0.00% | New |
| BlackRock Inc history | 205 | $12.76K | 0.00% | New |
| BlackRock Inc history | 205 | $12.76K | 0.00% | New |
| Lazard Asset Management history | 116.71K | $7.26K | 0.01% | Reduce |
| PNC Financial Services history | 41 | $2.55K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.84M sh · $232.84M
- AQR Capital Management 3.19K sh · $261.27K
Fully Exited (vs previous quarter)
- Citigroup Inc sold 9 sh · $689
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 2.84M | — | 2.20M | 2.02M | 1.82M | 1.13M | 1.01M | 959.77K | 900.57K | 931.36K | 286.82K | 22.94K | 18.39K | 16.01K | 6.85K | — | — | — | 366 | 273 |
| Charles Schwab Investment Management | 1.20M | 896.40K | 912.52K | 943.28K | 965.52K | 1.00M | 1.26M | 1.40M | 1.45M | 4.71M | 4.18M | 3.92M | 3.62M | 3.70M | 11.27K | — | — | — | — | — |
| Morgan Stanley | 1.03M | 994.42K | 927.02K | 911.52K | 882.29K | 879.00K | 895.81K | 836.53K | 796.35K | 753.75K | 711.31K | 713.25K | 758.63K | 751.44K | 807.02K | 926.47K | 893.82K | 718.90K | 793.97K | 616.21K |
| Bank of America Corp | 204.31K | 203.97K | 196.85K | 194.36K | 232.50K | 321.02K | 274.95K | 158.10K | 161.08K | 216.19K | 250.80K | 157.46K | 140.64K | 151.12K | 313.01K | 223.38K | 286.22K | 178.02K | 401.60K | 116.06K |
| Wells Fargo & Co | 203.33K | 201.16K | 160.49K | 144.21K | 138.23K | 120.17K | 104.08K | 95.76K | 89.44K | 81.05K | 52.38K | 43.29K | 45.16K | 52.41K | 54.86K | 60.80K | 79.81K | 95.41K | 104.00K | 129.12K |
| BlackRock Inc | 140.97K | 151.46K | 102 | 102 | 205 | 205 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Amundi US | 105.51K | 105.51K | 106.14K | 87.89K | 87.89K | 97.28K | 96.82K | 97.72K | 97.72K | 93.32K | 92.02K | 92.02K | 94.32K | 100.32K | 104.42K | 101.32K | 108.72K | 108.27K | 93.28K | — |
| Goldman Sachs Group | 101.79K | 57.77K | — | — | — | — | — | — | — | — | 198.99K | — | — | — | — | — | — | — | — | 4.28K |
| UBS Group AG | 88.90K | 87.33K | 166.22K | 88.67K | 89.48K | 95.72K | 92.00K | 83.11K | 83.44K | 81.70K | 84.31K | 85.26K | 87.06K | 86.20K | 141.90K | 54.08K | 41.41K | 53.85K | 59.73K | 65.17K |
| Lazard Asset Management | 70.36K | 70.96K | 85.03K | 88.31K | 94.16K | 116.71K | 120.56K | 123.51K | 124.65K | 131.93K | 117.47K | 97.17K | 115.84K | 120.46K | 121.35K | 128.97K | 132.72K | 136.08K | 182.01K | 182.95K |
| Northern Trust Corp | 10.56K | 10.56K | 10.56K | 10.56K | 10.56K | 10.56K | 10.56K | 10.62K | 10.08K | 10.08K | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 8.48K | 8.76K | 8.57K | 7.64K | 7.56K | 7.74K | 7.57K | 6.74K | 4.34K | 4.26K | 2.06K | 1.26K | 1.14K | 1.02K | 1.22K | 1.91K | 1.87K | 3.20K | 3.02K | 3.02K |
| AQR Capital Management | 3.19K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 157 | 31 | 63 | 31 | 31 | 41 | 31 | 79 | — | 75 | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | — | 21.91K | 313.67K | 19.22K | 12.08K | — | — | 6.19K | 5.53K | 4.29K | 5.29K | 45.48K | 12.85K | — | 25.93K | — | — | 72.80K |
| Citigroup Inc | — | 9 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | 16.50K | 16.26K | 16.26K | 16.26K | 16.26K | 16.26K | 16.26K | 16.26K | 16.26K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.90K | — | — | 9.90K | — | 4.50K |
| Invesco Ltd | — | — | — | — | — | 3.59K | — | — | 14.05K | 7.98K | 13.88K | 6.16K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details