ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 68 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,163 | +21.2% | 426,586 | +18.0% | 0.05% | +2.1% |
| Q1 2023 | $11,684 | +14.8% | 361,517 | +9.6% | 0.05% | +20.0% |
| Q4 2022 | $10,174 | -99.9% | 329,987 | +10.9% | 0.04% | +17.6% |
| Q3 2022 | $7,991,000 | -4.9% | 297,489 | +6.9% | 0.03% | -10.5% |
| Q2 2022 | $8,399,000 | -13.4% | 278,288 | +1.7% | 0.04% | -7.3% |
| Q1 2022 | $9,703,000 | -19.2% | 273,625 | -13.4% | 0.04% | -12.8% |
| Q4 2021 | $12,015,000 | +0.2% | 315,922 | +0.4% | 0.05% | -7.8% |
| Q3 2021 | $11,987,000 | -39.0% | 314,797 | -38.0% | 0.05% | -41.4% |
| Q2 2021 | $19,653,000 | +2.8% | 508,104 | -0.0% | 0.09% | -6.5% |
| Q1 2021 | $19,109,000 | -1.4% | 508,220 | -1.3% | 0.09% | -1.1% |
| Q4 2020 | $19,379,000 | +43.9% | 514,707 | +29.9% | 0.09% | +22.1% |
| Q3 2020 | $13,464,000 | +7.5% | 396,240 | -0.8% | 0.08% | -2.5% |
| Q2 2020 | $12,524,000 | +12.6% | 399,242 | -5.0% | 0.08% | -10.2% |
| Q1 2020 | $11,120,000 | -10.8% | 420,241 | +5.0% | 0.09% | +7.3% |
| Q4 2019 | $12,471,000 | +10.3% | 400,083 | +3.9% | 0.08% | 0.0% |
| Q3 2019 | $11,309,000 | +2.1% | 384,935 | +3.2% | 0.08% | -3.5% |
| Q2 2019 | $11,075,000 | +38.5% | 372,899 | +33.2% | 0.08% | +28.8% |
| Q1 2019 | $7,997,000 | +22.1% | 279,896 | +9.4% | 0.07% | +4.8% |
| Q4 2018 | $6,548,000 | -17.9% | 255,775 | -2.3% | 0.06% | -8.7% |
| Q3 2018 | $7,972,000 | +9.9% | 261,734 | +7.0% | 0.07% | -1.4% |
| Q2 2018 | $7,253,000 | +9.3% | 244,530 | +12.8% | 0.07% | +4.5% |
| Q1 2018 | $6,634,000 | +23.8% | 216,878 | +23.5% | 0.07% | +19.6% |
| Q4 2017 | $5,358,000 | +26.0% | 175,623 | +24.5% | 0.06% | +16.7% |
| Q3 2017 | $4,251,000 | +15.2% | 141,037 | +7.5% | 0.05% | +4.3% |
| Q2 2017 | $3,689,000 | +47.2% | 131,156 | +41.6% | 0.05% | +39.4% |
| Q1 2017 | $2,506,000 | +194.8% | 92,654 | +170.4% | 0.03% | +153.8% |
| Q4 2016 | $850,000 | – | 34,269 | – | 0.01% | – |
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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% |