ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 34 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,711,183 | -18.8% | 244,955 | -14.4% | 0.01% | -25.0% |
| Q2 2023 | $9,498,487 | -0.7% | 286,099 | -3.3% | 0.01% | 0.0% |
| Q1 2023 | $9,561,902 | +53.2% | 295,861 | +46.1% | 0.01% | +33.3% |
| Q4 2022 | $6,241,133 | -25.1% | 202,437 | -27.3% | 0.01% | -25.0% |
| Q2 2022 | $8,336,000 | -16.0% | 278,510 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $9,921,000 | -51.9% | 279,780 | -48.4% | 0.01% | -52.9% |
| Q4 2021 | $20,606,000 | +6.2% | 541,824 | +6.4% | 0.02% | 0.0% |
| Q3 2021 | $19,400,000 | -1.3% | 509,458 | +0.2% | 0.02% | -5.6% |
| Q2 2021 | $19,663,000 | +5.9% | 508,346 | +2.9% | 0.02% | -5.3% |
| Q1 2021 | $18,570,000 | -13.9% | 493,890 | -13.8% | 0.02% | -20.8% |
| Q4 2020 | $21,576,000 | +14.4% | 573,066 | +3.3% | 0.02% | 0.0% |
| Q3 2020 | $18,852,000 | +80.2% | 554,784 | +66.4% | 0.02% | +71.4% |
| Q2 2020 | $10,460,000 | +359.4% | 333,424 | +287.5% | 0.01% | +250.0% |
| Q1 2020 | $2,277,000 | -17.2% | 86,052 | -2.5% | 0.00% | +33.3% |
| Q4 2019 | $2,750,000 | -2.2% | 88,234 | -7.8% | 0.00% | -25.0% |
| Q3 2019 | $2,813,000 | -5.1% | 95,732 | -4.1% | 0.00% | 0.0% |
| Q2 2019 | $2,964,000 | -69.0% | 99,809 | -70.2% | 0.00% | -73.3% |
| Q1 2019 | $9,568,000 | +12.1% | 334,896 | +0.4% | 0.02% | 0.0% |
| Q4 2018 | $8,537,000 | -20.3% | 333,475 | -5.2% | 0.02% | -11.8% |
| Q3 2018 | $10,714,000 | +7.3% | 351,749 | +4.5% | 0.02% | 0.0% |
| Q2 2018 | $9,986,000 | -5.0% | 336,685 | -2.0% | 0.02% | -10.5% |
| Q1 2018 | $10,511,000 | +247.4% | 343,609 | +246.5% | 0.02% | +216.7% |
| Q4 2017 | $3,026,000 | – | 99,173 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 310,395 | $9,771,224 | 7.07% |
| Meredith Wealth Planning | 283,748 | $8,932,383 | 6.64% |
| CGC Financial Services, LLC | 280,806 | $8,839,773 | 6.18% |
| Straight Path Wealth Management | 186,332 | $5,865,730 | 3.98% |
| Klaas Financial Asset Advisors, LLC | 532,991 | $16,778,557 | 3.80% |
| Armbruster Capital Management, Inc. | 441,310 | $13,892,426 | 3.51% |
| Tacita Capital Inc | 113,675 | $3,578,489 | 2.80% |
| Family Capital Trust Co | 250,827 | $7,893,476 | 2.79% |
| ATLAS CAPITAL ADVISORS LLC | 400,870 | $12,619,407 | 2.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 14,264,864 | $449,058 | 1.70% |