ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,158 | -7.7% | 21,606 | -2.7% | 0.00% | 0.0% |
| Q2 2023 | $736,908 | -10.3% | 22,196 | -12.6% | 0.00% | 0.0% |
| Q1 2023 | $821,114 | +9.8% | 25,407 | +4.8% | 0.00% | 0.0% |
| Q4 2022 | $747,555 | -67.0% | 24,248 | -71.2% | 0.00% | -75.0% |
| Q3 2022 | $2,263,000 | +1060.5% | 84,244 | +1191.3% | 0.00% | – |
| Q2 2022 | $195,000 | -86.6% | 6,524 | -84.1% | 0.00% | -100.0% |
| Q1 2022 | $1,454,000 | -12.6% | 41,017 | -6.3% | 0.00% | -33.3% |
| Q4 2021 | $1,664,000 | +3.4% | 43,777 | +3.6% | 0.00% | 0.0% |
| Q3 2021 | $1,609,000 | +22.1% | 42,250 | +24.0% | 0.00% | 0.0% |
| Q2 2021 | $1,318,000 | +26.7% | 34,082 | +23.2% | 0.00% | +50.0% |
| Q1 2021 | $1,040,000 | +0.1% | 27,664 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $1,039,000 | +9.5% | 27,609 | -1.1% | 0.00% | -33.3% |
| Q3 2020 | $949,000 | +12.0% | 27,927 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $847,000 | +27.6% | 27,000 | +7.6% | 0.00% | 0.0% |
| Q1 2020 | $664,000 | – | 25,091 | – | 0.00% | – |
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% |