ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 101 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,804,622 | +3.8% | 563,573 | +5.2% | 1.38% | +0.1% |
| Q1 2024 | $21,013,436 | +14.1% | 535,647 | -0.5% | 1.38% | +7.2% |
| Q4 2023 | $18,414,891 | +14.5% | 538,447 | +5.4% | 1.28% | +3.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRINGER ASSET MANAGEMENT, LLC | 101,333 | $3,810,000 | 3.98% |
| ATWOOD & PALMER INC | 922,556 | $34,688,000 | 3.34% |
| Klaas Financial Asset Advisors, LLC | 317,354 | $11,933,000 | 3.33% |
| Armbruster Capital Management, Inc. | 277,333 | $10,428,000 | 3.09% |
| 1900 WEALTH MANAGEMENT LLC | 1,041,054 | $39,144,000 | 2.96% |
| OmniStar Financial Group, Inc. | 49,198 | $1,850,000 | 2.35% |
| MorganRosel Wealth Management, LLC | 94,849 | $3,566,000 | 2.25% |
| ATLAS CAPITAL ADVISORS LLC | 300,867 | $11,312,599,000 | 2.20% |
| Kathmere Capital Management, LLC | 269,872 | $10,147,000 | 2.01% |
| Tacita Capital Inc | 66,355 | $2,495,000 | 1.62% |