- Type / Class
- Equity / Common Stock
- Shares outstanding
- 12,222,697
- Total 13F shares
- 1,092,900
- Share change
- -104,785
- Total reported value
- $12,896,221
- Price per share
- $11.80
- Number of holders
- 25
- Value change
- -$1,206,864
- Number of buys
- 7
- Number of sells
- 10
Quarterly Holders Quick Answers
What is CUSIP 451622203?
CUSIP 451622203 identifies IPWR - Ideal Power Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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Explore More Reporting Periods
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 |
|---|---|---|---|---|---|---|---|---|
| Baird Financial Group, Inc. |
13F
|
Company |
2%
|
240,459
|
$2,512,797 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.9%
|
235,975
|
$2,465,939 | — | 31 Mar 2023 | |
| AIGH Capital Management LLC |
13F
|
Company |
1.7%
|
213,068
|
$2,226,561 | — | 31 Mar 2023 | |
| AWM Investment Company, Inc. |
13F
|
Company |
1.3%
|
163,281
|
$1,706,286 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.83%
|
100,976
|
$1,055,199 | — | 31 Mar 2023 | |
| Worth Venture Partners, LLC |
13F
|
Company |
0.43%
|
52,588
|
$549,545 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0.42%
|
50,898
|
$531,884 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.41%
|
49,999
|
$522,489 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.18%
|
21,428
|
$223,923 | — | 31 Mar 2023 | |
| AE Wealth Management LLC |
13F
|
Company |
0.15%
|
18,530
|
$193,639 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.15%
|
18,047
|
$188,591 | — | 31 Mar 2023 | |
| BAILARD, INC. |
13F
|
Company |
0.15%
|
17,946
|
$187,536 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.08%
|
10,155
|
$106,120 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.01%
|
1,300
|
$14,000 | — | 31 Mar 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
936
|
$10,000 | — | 31 Mar 2023 | |
| US BANCORP \DE\ |
13F
|
Company |
0%
|
500
|
$5,225 | — | 31 Mar 2023 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
300
|
$3,135 | — | 31 Mar 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
300
|
$3,135 | — | 31 Mar 2023 | |
| Private Ocean, LLC |
13F
|
Company |
0%
|
296
|
$3,093 | — | 31 Mar 2023 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
210
|
$2,195 | — | 31 Mar 2023 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0%
|
174
|
$1,818 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
0%
|
111
|
$1,160 | — | 31 Mar 2023 | |
| CULLEN/FROST BANKERS, INC. |
13F
|
Company |
0%
|
50
|
$523 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
50
|
$523 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
38
|
$397 | — | 31 Mar 2023 | |
| Ancora Advisors LLC |
13F
|
Company |
0%
|
25
|
$261 | — | 31 Mar 2023 |
Institutional Holders of Ideal Power Inc. - Common Stock (IPWR) as of Q2 2023
As of 30 Jun 2023,
Ideal Power Inc. - Common Stock (IPWR) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,092,900 shares.
The largest 10 holders included
VANGUARD GROUP INC, Baird Financial Group, Inc., AWM Investment Company, Inc., AIGH Capital Management LLC, BlackRock Inc., UBS Group AG, GEODE CAPITAL MANAGEMENT, LLC, Worth Venture Partners, LLC, BAILARD, INC., and STATE STREET CORP.
This page lists
25
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
26
Q2 2023 holders
25
Holder diff
-1
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.