IDEAL PWR INC (IPWR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 6,362,243 shares against 16,434,655 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | $7.2M | 1,346,244 | 0.63% | 28q | +12.5%+$800.8K |
| AIGH Capital Management LLC | $4.8M | 894,731 | 0.30% | 21q | -24.3%-$1.5M |
| GOLDMAN SACHS GROUP INC | $3.5M | 660,303 | 0.00% | 2q | +178.3%+$2.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | 608,959 | 0.00% | 2q | +93.7%+$1.6M |
| STIFEL FINANCIAL CORP | $2.5M | 468,906 | 0.00% | 4q | +475.7%+$2.1M |
| Coppell Advisory Solutions LLC | $2.5M | 11? | 0.21% | new | |
| Bleichroeder LP | $2.1M | 400,000 | 0.38% | 10q | +33.3%+$536.0K |
| Baird Financial Group, Inc. | $1.7M | 326,068 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $1.7M | 318,217 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.5M incl. $65.9K options CALL | 268,807 | 0.00% | 5q | +1017.5%+$1.4M |
| BlackRock, Inc. | $729.9K | 136,171 | 0.00% | 8q | +12.0%+$78.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $644.1K | 120,159 | 0.00% | 22q | +21.1%+$112.1K |
| RENAISSANCE TECHNOLOGIES LLC | $540.0K | 100,754 | 0.00% | new | NEW |
| Polar Asset Management Partners Inc. | $379.0K | 70,700 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $343.6K | 64,105 | 0.00% | 2q | +50.8%+$115.7K |
| BANK OF AMERICA CORP /DE/ | $325.6K | 60,739 | 0.00% | new | NEW |
| MORGAN STANLEY | $313.0K | 58,396 | 0.00% | 17q | +177.3%+$200.1K |
| CITADEL ADVISORS LLC | $240.6K incl. $129.2K options CALL | 20,787 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $235.3K | 59,877 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $235.3K | 59,877 | 0.00% | new | NEW |
| XTX Topco Ltd | $225.6K | 42,090 | 0.00% | new | NEW |
| Jump Financial, LLC | $219.8K | 41,000 | 0.00% | new | NEW |
| STATE STREET CORP | $218.4K | 40,747 | 0.00% | 21q | +86.5%+$101.3K |
| NORTHERN TRUST CORP | $203.2K | 37,918 | 0.00% | 14q | +42.0%+$60.1K |
| Walleye Capital LLC | $130.7K | 24,377 | 0.00% | new | NEW |
| Resurgent Financial Advisors LLC | $128.9K | 24,040 | 0.04% | 2q | +20.0%+$21.4K |
| BAILARD, INC. | $109.2K | 20,365 | 0.00% | 15q | HELD |
| Virtu Financial LLC | $90.0K | 16,705 | 0.00% | new | NEW |
| Jefferies Financial Group Inc. | $80.4K | 15,001 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $76.3K | 14,234 | 0.00% | 3q | HELD |
| Invesco Ltd. | $75.8K | 14,146 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $34.1K | 6,362 | 0.00% | new | NEW |
| CITIGROUP INC | $32.7K | 6,096 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $20.4K | 3,839 | 0.00% | new | NEW |
| UBS Group AG | $19.6K | 3,661 | 0.00% | 28q | -83.7%-$100.5K |
| Vanguard Global Advisers, LLC | $11.5K | 2,138 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $7.7K | 1,435 | 0.00% | 2q | +564.4%+$6.5K |
| JONES FINANCIAL COMPANIES LLLP | $6.2K | 1,199 | 0.00% | 4q | +290.6%+$4.6K |
| IFP Advisors, Inc | $5.4K | 1,000 | 0.00% | new | NEW |
| BARCLAYS PLC | $4.7K | 884 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $3.0K | 500 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $1.6K | 300 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $1.6K | 300 | 0.00% | 15q | HELD |
| SIMPLEX TRADING, LLC | $755 incl. $536 options PUT | 41 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $5 | 1 | 0.00% | 7q | -96.8% |
| Avion Wealth | $0 | 64 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $864.3K | 242,040 | 6 | 3 | 0 | 0.0% |
| Q2 2026 | 45 | $34.1M | 6,362,243 | 22 | 15 | 3 | 0.6% |
| Q1 2026 | 29 | $11.9M | 4,200,592 | 5 | 9 | 4 | 0.0% |
| Q4 2025 | 26 | $6.8M | 2,194,414 | 2 | 3 | 9 | 0.0% |
| Q3 2025 | 28 | $12.4M | 2,473,660 | 6 | 6 | 5 | 0.0% |
| Q2 2025 | 26 | $10.7M | 2,369,362 | 2 | 6 | 7 | 0.0% |
| Q1 2025 | 27 | $14.4M | 2,772,525 | 6 | 8 | 3 | 0.0% |
| Q4 2024 | 23 | $19.3M | 2,553,303 | 1 | 7 | 2 | 0.0% |
| Q3 2024 | 23 | $19.5M | 2,372,928 | 2 | 5 | 4 | 0.0% |
| Q2 2024 | 22 | $13.3M | 1,888,411 | 3 | 8 | 3 | 0.0% |
| Q1 2024 | 26 | $17.3M | 1,940,433 | 6 | 7 | 8 | 0.0% |
| Q4 2023 | 25 | $7.6M | 973,723 | 2 | 9 | 5 | 0.0% |
| Q3 2023 | 26 | $9.9M | 1,013,824 | 0 | 6 | 7 | 0.0% |
| Q2 2023 | 26 | $12.9M | 1,093,036 | 3 | 4 | 5 | 0.0% |
| Q1 2023 | 26 | $12.5M | 1,197,751 | 3 | 4 | 3 | 0.0% |
| Q4 2022 | 27 | $12.5M | 1,172,032 | 5 | 5 | 3 | 0.0% |
| Q3 2022 | 23 | $12.4M | 1,196,032 | 6 | 4 | 2 | 0.0% |
| Q2 2022 | 18 | $15.4M | 1,267,102 | 4 | 2 | 3 | 0.0% |
| Q1 2022 | 18 | $22.2M | 2,528,018 | 2 | 5 | 5 | 0.0% |
| Q4 2021 | 18 | $37.0M | 3,070,869 | 2 | 6 | 2 | 0.0% |
| Q3 2021 | 18 | $46.4M | 3,051,319 | 3 | 3 | 1 | 0.0% |
| Q2 2021 | 15 | $15.5M | 1,218,230 | 4 | 5 | 1 | 0.0% |
| Q1 2021 | 17 | $10.2M | 799,404 | 9 | 4 | 3 | 0.0% |
| Q4 2020 | 12 | $10.5M | 1,287,432 | 3 | 3 | 1 | 0.0% |
| Q3 2020 | 8 | $3.0M | 477,660 | 2 | 3 | 1 | 0.0% |
| Q2 2020 | 9 | $1.5M | 228,498 | 4 | 2 | 1 | 0.0% |
| Q1 2020 | 7 | $200.0K | 103,431 | 3 | 1 | 1 | 0.0% |
| Q4 2019 | 5 | $140.0K | 60,984 | 1 | 2 | 1 | 0.0% |
| Q3 2019 | 5 | $651.0K | 241,554 | 5 | 0 | 0 | 0.0% |
| Q2 2019 | 11 | $864.0K | 2,781,289 | 1 | 4 | 1 | 0.0% |
| Q1 2019 | 11 | $617.0K | 1,766,443 | 1 | 4 | 3 | 0.0% |
| Q4 2018 | 15 | $352.0K | 1,440,503 | 2 | 0 | 0 | 0.0% |