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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,082,653 | -2.2% | 510,885 | +3.2% | 1.25% | -3.3% |
| Q2 2023 | $16,440,509 | +4.4% | 495,196 | +1.6% | 1.29% | -0.5% |
| Q1 2023 | $15,752,254 | +0.6% | 487,401 | -4.0% | 1.30% | -7.7% |
| Q4 2022 | $15,655,741 | +16.6% | 507,809 | +1.6% | 1.40% | +2.4% |
| Q3 2022 | $13,422,000 | -3.0% | 499,702 | +8.1% | 1.37% | +0.7% |
| Q2 2022 | $13,841,000 | -15.4% | 462,457 | +0.3% | 1.36% | -8.5% |
| Q1 2022 | $16,356,000 | -5.2% | 461,257 | +1.7% | 1.49% | -4.1% |
| Q4 2021 | $17,254,000 | +23.0% | 453,692 | +4.0% | 1.55% | -7.3% |
| Q3 2021 | $14,031,000 | -8.9% | 436,249 | +9.6% | 1.67% | +11.8% |
| Q2 2021 | $15,401,000 | +10.9% | 398,155 | +7.8% | 1.50% | +5.4% |
| Q1 2021 | $13,888,000 | +16.2% | 369,371 | +16.4% | 1.42% | +8.0% |
| Q4 2020 | $11,947,000 | +55.2% | 317,316 | +40.0% | 1.31% | +37.7% |
| Q3 2020 | $7,700,000 | – | 226,604 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 295,280 | $9,263,000 | 3.72% |
| STRINGER ASSET MANAGEMENT, LLC | 91,022 | $2,855,000 | 3.32% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,666,499 | $115,018,000 | 2.09% |
| Beacon Harbor Wealth Advisors, Inc. | 113,108 | $3,548,000 | 2.04% |
| Kathmere Capital Management, LLC | 217,933 | $6,837,000 | 2.00% |
| ATLAS CAPITAL ADVISORS LLC | 267,478 | $8,390,785,000 | 1.97% |
| Ackerman Capital Advisors, LLC | 156,588 | $4,912,000 | 1.47% |
| Opes Wealth Management LLC | 75,109 | $2,356,000 | 1.20% |
| OmniStar Financial Group, Inc. | 44,899 | $1,409,000 | 1.16% |
| Professional Financial Advisors, LLC | 28,209 | $885,000 | 1.16% |