- Type / Class
- Equity / Common Stock
- Shares outstanding
- 12,222,697
- Total 13F shares
- 1,472,419
- Share change
- +13,034
- Total reported value
- $17,758,296
- Price per share
- $12.06
- Number of holders
- 18
- Value change
- -$68,145
- Number of buys
- 7
- 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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Open the full security ownership history page.
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
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 |
|---|---|---|---|---|---|---|---|---|
| Phoenix Financial Ltd. |
13F
|
Company |
2.5%
|
310,955
|
$4,733,000 | — | 30 Sep 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.9%
|
237,863
|
$3,621,000 | — | 30 Sep 2021 | |
| AWM Investment Company, Inc. |
13F
|
Company |
1.9%
|
235,271
|
$3,581,000 | — | 30 Sep 2021 | |
| Baird Financial Group, Inc. |
13F
|
Company |
1.6%
|
196,675
|
$2,993,000 | — | 30 Sep 2021 | |
| AIGH Capital Management LLC |
13F
|
Company |
1.2%
|
144,347
|
$2,197,000 | — | 30 Sep 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.84%
|
102,270
|
$1,557,000 | — | 30 Sep 2021 | |
| Informed Momentum Co LLC |
13F
|
Company |
0.57%
|
69,986
|
$1,065,000 | — | 30 Sep 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.4%
|
49,259
|
$749,000 | — | 30 Sep 2021 | |
| UBS Group AG |
13F
|
Company |
0.34%
|
41,474
|
$632,000 | — | 30 Sep 2021 | |
| Worth Venture Partners, LLC |
13F
|
Company |
0.27%
|
33,572
|
$511,000 | — | 30 Sep 2021 | |
| STATE STREET CORP |
13F
|
Company |
0.14%
|
16,728
|
$255,000 | — | 30 Sep 2021 | |
| Summit Place Financial Advisors, LLC |
13F
|
Company |
0.08%
|
10,000
|
$152,000 | — | 30 Sep 2021 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.01%
|
1,600
|
$24,352 | — | 30 Sep 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.01%
|
1,533
|
$24,000 | — | 30 Sep 2021 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
786
|
$12,000 | — | 30 Sep 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
0%
|
500
|
$8,000 | — | 30 Sep 2021 | |
| CULLEN/FROST BANKERS, INC. |
13F
|
Company |
0%
|
50
|
$1,000 | — | 30 Sep 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
50
|
$1,000 | — | 30 Sep 2021 |
Institutional Holders of Ideal Power Inc. - Common Stock (IPWR) as of Q4 2021
As of 31 Dec 2021,
Ideal Power Inc. - Common Stock (IPWR) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,472,419 shares.
The largest 10 holders included
Phoenix Holdings Ltd., VANGUARD GROUP INC, AWM Investment Company, Inc., Baird Financial Group, Inc., AIGH Capital Management LLC, BlackRock Inc., UBS Group AG, GEODE CAPITAL MANAGEMENT, LLC, Worth Venture Partners, LLC, and STATE STREET CORP.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
17
Q4 2021 holders
18
Holder diff
1
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 Value $ | Q4 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.