- Type / Class
- Equity / Common Stock
- Shares outstanding
- 12,222,697
- Total 13F shares
- 1,218,180
- Share change
- +511,476
- Total reported value
- $15,483,000
- Price per share
- $12.71
- Number of holders
- 14
- Value change
- +$6,462,167
- Number of buys
- 9
- Number of sells
- 5
Quarterly Holders Quick Answers
What is CUSIP 451622203?
CUSIP 451622203 identifies IPWR - Ideal Power Inc. - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 451622203:
Top shareholders of IPWR - Ideal Power Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| AWM Investment Company, Inc. |
13F
|
Company |
1.9%
|
235,271
|
$3,115,000 | — | 31 Mar 2021 | |
| Phoenix Financial Ltd. |
13F
|
Company |
1.6%
|
197,000
|
$2,608,000 | — | 31 Mar 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.88%
|
107,970
|
$1,429,000 | — | 31 Mar 2021 | |
| Insight Advisors, LLC/ PA |
13F
|
Company |
0.76%
|
92,350
|
$873,000 | — | 31 Mar 2021 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.48%
|
58,187
|
$770,000 | — | 31 Mar 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.4%
|
48,626
|
$643,000 | — | 31 Mar 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.23%
|
27,704
|
$366,000 | — | 31 Mar 2021 | |
| Summit Place Financial Advisors, LLC |
13F
|
Company |
0.08%
|
10,000
|
$132,000 | — | 31 Mar 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.08%
|
9,500
|
$126,000 | — | 31 Mar 2021 | |
| UBS Group AG |
13F
|
Company |
0.06%
|
7,300
|
$97,000 | — | 31 Mar 2021 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.02%
|
2,396
|
$32,000 | — | 31 Mar 2021 | |
| Valeo Financial Advisors, LLC |
13F
|
Company |
0.01%
|
1,800
|
$24,000 | — | 31 Mar 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
0%
|
500
|
$7,000 | — | 31 Mar 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
400
|
$5,000 | — | 31 Mar 2021 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
300
|
$2,000 | — | 31 Mar 2021 | |
| CULLEN/FROST BANKERS, INC. |
13F
|
Company |
0%
|
50
|
$1,000 | — | 31 Mar 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
50
|
$1,000 | — | 31 Mar 2021 |
Institutional Holders of Ideal Power Inc. - Common Stock (IPWR) as of Q2 2021
As of 30 Jun 2021,
Ideal Power Inc. - Common Stock (IPWR) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,218,180 shares.
The largest 10 holders included
Phoenix Holdings Ltd., VANGUARD GROUP INC, AWM Investment Company, Inc., AIGH Capital Management LLC, BlackRock Inc., UBS Group AG, GEODE CAPITAL MANAGEMENT, LLC, Baird Financial Group, Inc., Worth Venture Partners, LLC, and STATE STREET CORP.
This page lists
14
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.