Stock ownership · SEC 13F · Q3 2025

IMPACT SHARES WOMEN'S EMPOWERM

A breakdown of IMPACT SHARES WOMEN'S EMPOWERM's institutional base (CUSIP 45259A100): the holders, the concentration among them, and what changed last quarter.

$271K
Reported value
3
Institutions
100%
Top-5 share

The verdict

$271K of IMPACT SHARES WOMEN'S EMPOWERM is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$271K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 45259A100 · Q3 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - IMPACT SHARES WOMEN'S EMPOWERM's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of IMPACT SHARES WOMEN'S EMPOWERM
  1. 1
    CIBC Private Wealth Group LLC $248K
  2. 2
    Asset Dedication, LLC $16K
  3. 3
    JPMORGAN CHASE & CO $8K

Top 3 reported holders by value · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Private Wealth Group LLC 6,089 $248K 91.2%
2 Asset Dedication, LLC 384 $16K 5.8%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 200 $8K 3.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among IMPACT SHARES WOMEN'S EMPOWERM's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
97.0%
Shared-other discretion (OTR)
3.0%

Latest Quarter Activity · Q3 2025

New positions (3)

CIBC Private Wealth Group LLC $248K
Asset Dedication, LLC $16K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $8K

Frequently Asked Questions

How many institutions hold IMPACT SHARES WOMEN'S EMPOWERM?▼
IMPACT SHARES WOMEN'S EMPOWERM is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of IMPACT SHARES WOMEN'S EMPOWERM?▼
Institutions report $271K of IMPACT SHARES WOMEN'S EMPOWERM as of Q3 2025.
How concentrated is ownership of IMPACT SHARES WOMEN'S EMPOWERM?▼
The top five institutional holders account for 100% of the reported institutional value in IMPACT SHARES WOMEN'S EMPOWERM, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of IMPACT SHARES WOMEN'S EMPOWERM?▼
CIBC Private Wealth Group LLC is the largest reported holder of IMPACT SHARES WOMEN'S EMPOWERM with $248K across 6,089 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.