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Point in Time Equity Ownership

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This package includes the full history and incremental daily updates of equity point in time ownership holdings tables for both the organization and fund holdings. Point in time specific reference data is included in this package.

Industry Domain:


Financial Markets

Publisher:


IHS Markit

Content Type:


Structured

Access/Delivery Methods:


REST, Python, S3 Proxy, SQL

Keywords

  • 13F
  • Backtesting
  • Equity
  • Fund
  • Holders
  • Holdings
  • Ipreo
  • Ownership
  • Porfolio
  • Quant
  • Quantitative
  • Shareholder
  • Shareholdings
  • Signals
  • Systematic
Interested in this data? Download free data samples, dictionaries and documentation

Data Set

Dataset NameDataset DescriptionData FormatPublishing Frequency
Company Point in TimeThis dataset contains company (Organization) reference table tracking changes on a point in time basis.ParquetQuarterly
Fund Point In TimeThis dataset contains fund reference table tracking changes on a point in time basis.ParquetQuarterly
Fund Holdings Point In TimeThis dataset describes the fund point in time ownership for use in quantitative backtesting and signal generation.ParquetQuarterly
Company Holdings Point In TimeThis dataset describes the organization (company) point in time ownership for use in quantitative backtesting and signal generation.ParquetQuarterly
Securities Point In TimeThis dataset contains securities reference table tracking changes such as identifiers on a point in time basisParquetQuarterly
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