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Impact SHS TR I

CUSIP: 45259R103 | 19 institutional holders

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2023

Allianz Investment Management U.S. LLC1,248,751
1.3% of portfolio›$21.5M
LPL Financial LLC670,161
0.0% of portfolio›$11.6M
WCG Wealth Advisors LLC238,754
0.0% of portfolio›$4.1K
RWA Wealth Partners, LLC185,505
0.0% of portfolio›$3.2M
Jane Street Group, LLC80,089
0.0% of portfolio›$1.4M
Tolleson Wealth Management, Inc.34,512
0.0% of portfolio›$595
Verus Capital Partners, LLC13,741
0.0% of portfolio›$236.9K
NewEdge Advisors, LLC3,029
0.0% of portfolio›$52.2K
National Bank of Canada1,700
0.0% of portfolio›$29.1K
ICA Group Wealth Management, LLC380
0.0% of portfolio›$6.6K
Global Retirement Partners, LLC358
0.0% of portfolio›$6.1K
New England Asset Management Inc300
0.0% of portfolio›$5.2K
Private Trust Co NA100
0.0% of portfolio›$1.7K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Allianz Investment Management U.S. LLC
1,248,751$21.5M1.3%N/AN/AMinneapolis, MN2024-02-06
LPL Financial LLC
670,161$11.6M0.0%IndexVery LowFort Mill, SC2024-02-14
WCG Wealth Advisors LLC
238,754$4.1K0.0%ETFMediumLas Vegas, NV2024-02-08
RWA Wealth Partners, LLC
185,505$3.2M0.0%ETFLowBoston, MA2024-02-01
Jane Street Group, LLC
80,089$1.4M0.0%CoreVery HighNew York, NY2024-02-15
Tolleson Wealth Management, Inc.
34,512$5950.0%ETFVery LowDallas, TX2024-02-14
Verus Capital Partners, LLC
13,741$236.9K0.0%GrowthLowScottsdale, AZ2024-02-09
NewEdge Advisors, LLC
3,029$52.2K0.0%CoreLowNew Orleans, LA2024-02-13
National Bank of Canada
1,700$29.1K0.0%CoreMediumMontreal, Austria2024-02-06
ICA Group Wealth Management, LLC
380$6.6K0.0%GrowthVery LowDenver, CO2024-03-08
Global Retirement Partners, LLC
358$6.1K0.0%CoreLowSan Rafael, CA2024-01-18
New England Asset Management Inc
300$5.2K0.0%YieldLowFarmington, CT2024-02-14
Private Trust Co NA
100$1.7K0.0%CoreLowCleveland, OH2024-01-24
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-02-07