CABOT WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 91 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,985
-6.7%
317,181
-1.6%
1.53%
-4.3%
Q2 2023$10,702
+2.1%
322,346
-0.6%
1.60%
-3.4%
Q1 2023$10,480
+12.5%
324,268
+7.3%
1.65%
+5.2%
Q4 2022$9,317
-99.9%
302,190
+9.4%
1.57%
+25.3%
Q3 2022$7,420,000
+6.7%
276,252
+18.9%
1.26%
+13.8%
Q2 2022$6,956,000
-7.3%
232,393
+9.8%
1.10%
+9.2%
Q1 2022$7,502,000
+24.0%
211,560
+32.9%
1.01%
+31.7%
Q4 2021$6,052,000
+3.2%
159,137
+3.3%
0.77%
-2.5%
Q3 2021$5,864,000
-2.6%
154,003
-1.1%
0.79%
-2.1%
Q2 2021$6,020,000
+8.2%
155,646
+5.2%
0.80%
+2.4%
Q1 2021$5,565,000
+179.8%
148,016
+180.2%
0.78%
+156.5%
Q4 2020$1,989,000
+19.2%
52,830
+7.6%
0.31%
+1.0%
Q3 2020$1,669,00049,1040.30%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 151,918$5,162,0005.71%
Armbruster Capital Management, Inc. 291,305$9,899,0003.80%
ATWOOD & PALMER INC 886,075$30,109,0003.79%
ATLAS CAPITAL ADVISORS LLC 259,225$8,808,465,0002.09%
Kathmere Capital Management, LLC 242,839$8,252,0002.05%
MERCER GLOBAL ADVISORS INC /ADV 3,854,039$130,960,0001.97%
Beacon Harbor Wealth Advisors, Inc. 110,369$3,750,0001.83%
Segment Wealth Management, LLC 298,696$10,150,0001.65%
OmniStar Financial Group, Inc. 55,689$1,892,0001.43%
Ackerman Capital Advisors, LLC 148,788$5,056,0001.41%
View complete list of ISHARES TR shareholders