Security key
44916E100
IPERIONX Ltd - Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value (IPX)
CUSIP: 44916E100
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value
- Total 13F shares
- 730,495
- Total 13F value
- $5,451,442
- Share change
- +493,729
- SEC-reported price per share
- $7.29
- Number of holders
- 8
- Value change
- +$3,599,963
- Number of buys
- 5
- Number of sells
- 2
- Shares outstanding
- 335,048,137
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
8
Top holders
8
IPX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q1 2023
IPERIONX Ltd SEC filings
IPERIONX Ltd company facts
Broader feeds
Reporting periods
Holder history for CUSIP 44916E100
Recent filing periods:
Ownership snapshot
Top reported holders of IPX - IPERIONX Ltd - Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
OSAIC HOLDINGS, INC.
Disclosed value leader
OSAIC HOLDINGS, INC.
Comparable rows
6/6
Latest evidence
31 Mar 2023
13F
Lead comparable stake: 0.07%
Quick read
OSAIC HOLDINGS, INC. leads the comparable SEC ownership view at 0.07%.
6 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens OSAIC HOLDINGS, INC.'s linked filing trail.
Comparable ownership
Top 5
OSAIC HOLDINGS, INC.
0.07%
BANK OF AMERICA CORP /DE/
0%
Beacon Capital Management, LLC
0%
UBS Group AG
0%
PROFFITT & GOODSON INC
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 6 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. |
13F
Company
|
0.07%
|
$1,193,825
225,250 shares
|
— | 31 Mar 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0%
|
$51,200
10,000 shares
|
— | 31 Mar 2023 |
| Beacon Capital Management, LLC |
13F
Company
|
0%
|
$5,121
1,000 shares
|
— | 31 Mar 2023 |
| UBS Group AG |
13F
Company
|
0%
|
$1,106
216 shares
|
— | 31 Mar 2023 |
| PROFFITT & GOODSON INC |
13F
Company
|
0%
|
$1,025
200 shares
|
— | 31 Mar 2023 |
| MORGAN STANLEY |
13F
Company
|
0%
|
$512
100 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
8
Shares
730,495
Rows available
8
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
6
Q2 2023 holders
8
Holder diff
2
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend