Security key
451622203
Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR)
CUSIP: 451622203
Q2 2021 13F Holders as of 30 Jun 2021
- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Total 13F shares
- 1,218,180
- Total 13F value
- $15,483,000
- Share change
- +511,476
- SEC-reported price per share
- $12.71
- Number of holders
- 14
- Value change
- +$6,462,167
- Number of buys
- 9
- Number of sells
- 5
- Shares outstanding
- 12,058,122
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2021
Institutions
14
Top holders
10
IPWR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2021
Previous quarter: Q1 2021
Ideal Power Inc. SEC filings
Ideal Power Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 451622203
Recent filing periods:
Ownership snapshot
Top reported holders of IPWR - Ideal Power Inc. - Common Stock, par value $0.001 per share (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
AWM Investment Company, Inc.
Disclosed value leader
AWM Investment Company, Inc.
Comparable rows
15/15
Latest evidence
31 Mar 2021
13F
Lead comparable stake: 2%
Showing 1-6 of 15 holder rows.
Quick read
AWM Investment Company, Inc. leads the comparable SEC ownership view at 2%.
15 of 15 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 AWM Investment Company, Inc.'s linked filing trail.
Comparable ownership
Top 5
AWM Investment Company, Inc.
2%
Phoenix Financial Ltd.
1.6%
BlackRock Finance, Inc.
0.9%
Insight Advisors, LLC/ PA
0.77%
MARSHALL WACE, LLP
0.48%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. |
13F
Company
|
2%
|
$3,115,000
235,271 shares
|
— | 31 Mar 2021 |
| Phoenix Financial Ltd. |
13F
Company
|
1.6%
|
$2,608,000
197,000 shares
|
— | 31 Mar 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
0.9%
|
$1,429,000
107,970 shares
|
— | 31 Mar 2021 |
| Insight Advisors, LLC/ PA |
13F
Company
|
0.77%
|
$873,000
92,350 shares
|
— | 31 Mar 2021 |
| MARSHALL WACE, LLP |
13F
Company
|
0.48%
|
$770,000
58,187 shares
|
— | 31 Mar 2021 |
| VANGUARD GROUP INC |
13F
Company
|
0.4%
|
$643,000
48,626 shares
|
— | 31 Mar 2021 |
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 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
14
Shares
1,218,180
Rows available
14
| 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 2021 vs Q1 2021 Across Filers
Q1 2021 holders
14
Q2 2021 holders
14
Holder diff
0
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 value | Q2 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend