Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR)
CUSIP: 451622203
Q1 2022 13F Holders as of 31 Mar 2022
- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Shares outstanding
- 12,058,122
- Total 13F shares
- 1,429,118
- Share change
- -43,301
- Total reported value
- $12,574,680
- Price per share
- $8.80
- Number of holders
- 18
- Value change
- -$402,940
- Number of buys
- 8
- Number of sells
- 7
Quarterly Holders Quick Answers
What is CUSIP 451622203?
CUSIP 451622203 identifies IPWR - Ideal Power Inc. - Common Stock, par value $0.001 per share in SEC institutional holdings data.
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Recent filing periods for CUSIP 451622203:
Top shareholders 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. 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 |
2.6%
|
310,955
|
$3,750,000 | — | 31 Dec 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
2%
|
237,565
|
$2,866,000 | — | 31 Dec 2021 | |
| AWM Investment Company, Inc. |
13F
|
Company |
2%
|
235,271
|
$2,837,000 | — | 31 Dec 2021 | |
| Baird Financial Group, Inc. |
13F
|
Company |
1.7%
|
200,131
|
$2,414,000 | — | 31 Dec 2021 | |
| AIGH Capital Management LLC |
13F
|
Company |
1.7%
|
199,732
|
$2,409,000 | — | 31 Dec 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.85%
|
102,988
|
$1,242,000 | — | 31 Dec 2021 | |
| UBS Group AG |
13F
|
Company |
0.45%
|
54,661
|
$659,000 | — | 31 Dec 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.4%
|
47,803
|
$576,000 | — | 31 Dec 2021 | |
| Worth Venture Partners, LLC |
13F
|
Company |
0.38%
|
46,275
|
$558,000 | — | 31 Dec 2021 | |
| STATE STREET CORP |
13F
|
Company |
0.14%
|
16,728
|
$202,000 | — | 31 Dec 2021 | |
| Summit Place Financial Advisors, LLC |
13F
|
Company |
0.08%
|
10,000
|
$121,000 | — | 31 Dec 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.05%
|
6,599
|
$80,000 | — | 31 Dec 2021 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.01%
|
1,600
|
$19,296 | — | 31 Dec 2021 | |
| Capital Analysts, LLC |
13F
|
Company |
0.01%
|
1,000
|
$12,000 | — | 31 Dec 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
0%
|
500
|
$6,000 | — | 31 Dec 2021 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
369
|
$4,000 | — | 31 Dec 2021 | |
| Private Ocean, LLC |
13F
|
Company |
0%
|
242
|
$3,000 | — | 31 Dec 2021 | |
| CULLEN/FROST BANKERS, INC. |
13F
|
Company |
0%
|
50
|
$1,000 | — | 31 Dec 2021 |
Institutional Holders of Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) as of Q1 2022
As of 31 Mar 2022,
Ideal Power Inc. - Common Stock, par value $0.001 per share (IPWR) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,429,118 shares.
The largest 10 holders included
AWM Investment Company, Inc., VANGUARD GROUP INC, AIGH Capital Management LLC, Baird Financial Group, Inc., Phoenix Holdings Ltd., BlackRock Inc., Gold Dragon Worldwide Asset Management Ltd, Worth Venture Partners, LLC, UBS Group AG, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
18
Q1 2022 holders
18
Holder diff
0
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 Value $ | Q1 2022 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.