ATWOOD & PALMER 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
ATWOOD & PALMER INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,212,020
-7.2%
356,163
-2.1%
0.98%
-9.0%
Q2 2023$12,077,571
+1.3%
363,782
-1.4%
1.08%
-3.7%
Q1 2023$11,926,889
+5.9%
369,038
+1.0%
1.12%
+10.1%
Q4 2022$11,266,656
-61.1%
365,445
-66.1%
1.02%
-64.5%
Q3 2022$28,931,000
-12.5%
1,077,107
-2.5%
2.87%
-10.9%
Q2 2022$33,049,000
-11.9%
1,104,205
+4.4%
3.22%
-0.6%
Q1 2022$37,502,000
-3.7%
1,057,579
+3.3%
3.24%
-0.6%
Q4 2021$38,941,000
+0.6%
1,023,959
+0.7%
3.26%
-5.7%
Q3 2021$38,711,000
+3.6%
1,016,562
+5.2%
3.46%
+2.9%
Q2 2021$37,369,000
+7.7%
966,118
+4.7%
3.36%
+0.6%
Q1 2021$34,688,000
+1.2%
922,556
+1.3%
3.34%
-9.3%
Q4 2020$34,282,000
+13.9%
910,544
+2.8%
3.68%
-2.9%
Q3 2020$30,109,000
+19839.7%
886,075
+18321.5%
3.79%
+18860.0%
Q2 2020$151,000
+39.8%
4,810
+17.3%
0.02%
+17.6%
Q1 2020$108,0004,1000.02%
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