IMPACT SHS TR I - AFFORDABLE HOUS (OWNS)

CUSIP: 45259R103

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / AFFORDABLE HOUS
Total 13F shares
1,862,298
Share change
+164,483
Total reported value
$31,809,345
Price per share
$17.07
Number of holders
8
Value change
+$2,820,472
Number of buys
5

Quarterly Holders Quick Answers

What is CUSIP 45259R103?
CUSIP 45259R103 identifies OWNS - IMPACT SHS TR I - AFFORDABLE HOUS in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of IMPACT SHS TR I - AFFORDABLE HOUS (OWNS) as of Q4 2022

As of 31 Dec 2022, IMPACT SHS TR I - AFFORDABLE HOUS (OWNS) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,862,298 shares. The largest 8 holders included Allianz Investment Management U.S. LLC, LPL Financial LLC, Adviser Investments LLC, Tolleson Wealth Management, Inc., UBS Group AG, NATIONAL BANK OF CANADA /FI/, Global Retirement Partners, LLC, and ICA Group Wealth Management, LLC. This page lists 8 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* 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.