Security key
46501C100
- Type / Class
- Equity / COM
- Total 13F shares
- 5,235,506
- Share change
- +336,530
- Total reported value
- $26,335,951
- Put/Call ratio
- 45%
- Price per share
- $5.03
- Number of holders
- 43
- Value change
- +$1,624,898
- Number of buys
- 24
- Number of sells
- 11
Report period
Q4 2024
Institutions
43
Top holders
10
ISPR full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Ispire Technology Inc. SEC filings
Ispire Technology Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 46501C100
Recent filing periods:
Top shareholders of ISPR - Ispire Technology Inc. - COM (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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| Tuanfang Liu |
3/4/5
|
CEO and Chairman, Director, 10%+ Owner |
—
class O/S missing
|
2,500,000
|
$17,500,000 | — | 03 Apr 2023 | |
| Yong Rong (HK) Asset Management Ltd |
13F
|
Company |
—
class O/S missing
|
1,518,721
|
$9,424,000 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
1,308,892
|
$8,121,674 | — | 30 Sep 2024 | |
| Ted Rouhani |
3/4/5
|
President |
—
mixed-class rows
|
543,084
mixed-class rows
|
$2,857,729 | — | 01 Oct 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
452,444
|
$2,808,087 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
435,246
|
$2,700,701 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
207,542
|
$1,287,798 | — | 30 Sep 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
—
class O/S missing
|
199,592
|
$1,238,468 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
163,097
|
$1,012,016 | — | 30 Sep 2024 | |
| AdvisorShares Investments LLC |
13F
|
Company |
—
class O/S missing
|
161,811
|
$1,004,037 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
64,545
|
$400,501 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
48,499
|
$300,936 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
46,503
|
$288,551 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
29,570
|
$183,482 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
27,461
|
$170,396 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
24,454
|
$151,737 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
22,973
|
$142,547 | — | 30 Sep 2024 | |
| SHERBROOKE PARK ADVISERS LLC |
13F
|
Company |
—
class O/S missing
|
18,418
|
$114,284 | — | 30 Sep 2024 | |
| ZACKS INVESTMENT MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
15,464
|
$95,954 | — | 30 Sep 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
15,329
|
$95,117 | — | 30 Sep 2024 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
14,148
|
$87,859 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
14,159
|
$87,857 | — | 30 Sep 2024 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
13,857
|
$85,983 | — | 30 Sep 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
13,553
|
$84,088 | — | 30 Sep 2024 | |
| MetLife Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
11,764
|
$72,996 | — | 30 Sep 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
10,610
|
$65,835 | — | 30 Sep 2024 | |
| Corebridge Financial, Inc. |
13F
|
Company |
—
class O/S missing
|
10,271
|
$63,732 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
9,991
|
$61,994 | — | 30 Sep 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
9,541
|
$59,250 | — | 30 Sep 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
6,659
|
$41,319 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
5,916
|
$36,709 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
2,515
|
$16,000 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
1,968
|
$12,212 | — | 30 Sep 2024 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
1,837
|
$11,399 | — | 30 Sep 2024 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
1,392
|
$8,637 | — | 30 Sep 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
1,261
|
$7,824 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
1,017
|
$6,310 | — | 30 Sep 2024 | |
| AMALGAMATED BANK |
13F
|
Company |
—
class O/S missing
|
606
|
$4,000 | — | 30 Sep 2024 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
—
class O/S missing
|
176
|
$1,092 | — | 30 Sep 2024 | |
| NISA INVESTMENT ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
109
|
$676 | — | 30 Sep 2024 | |
| EARNED WEALTH ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
29
|
$180 | — | 30 Sep 2024 | |
| Sterling Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
20
|
$124 | — | 30 Sep 2024 | |
| Arax Advisory Partners |
13F
|
Company |
—
class O/S missing
|
9
|
$56 | — | 30 Sep 2024 | |
| Daniel J. Machock |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
240,000
mixed-class rows
|
— | — | 04 Sep 2023 | |
| James Patrick McCormick |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
200,000
|
— | — | 17 May 2024 |
Institutional Holders of Ispire Technology Inc. - COM (ISPR) as of Q4 2024
As of 31 Dec 2024,
Ispire Technology Inc. - COM (ISPR) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,235,506 shares.
The largest 10 holders included
Yong Rong (HK) Asset Management Ltd, BlackRock, Inc., GEODE CAPITAL MANAGEMENT, LLC, VANGUARD GROUP INC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., STATE STREET CORP, NORTHERN TRUST CORP, UBS Group AG, AdvisorShares Investments LLC, and MORGAN STANLEY.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
41
Q4 2024 holders
43
Holder diff
2
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 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.