ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,605,159 | +2.4% | 241,587 | +8.0% | 0.11% | +1.9% |
| Q2 2023 | $7,423,586 | +17.6% | 223,602 | +14.5% | 0.11% | +5.9% |
| Q1 2023 | $6,313,174 | +8.6% | 195,340 | +3.6% | 0.10% | 0.0% |
| Q4 2022 | $5,815,124 | +20.8% | 188,619 | +5.2% | 0.10% | +7.4% |
| Q3 2022 | $4,814,000 | +23.2% | 179,227 | +37.3% | 0.09% | +25.3% |
| Q2 2022 | $3,906,000 | +0.5% | 130,517 | +19.1% | 0.08% | +17.2% |
| Q1 2022 | $3,886,000 | +2.4% | 109,580 | +9.9% | 0.06% | +6.7% |
| Q4 2021 | $3,794,000 | +10.2% | 99,752 | +10.3% | 0.06% | +1.7% |
| Q3 2021 | $3,443,000 | +27.2% | 90,421 | +29.2% | 0.06% | +25.5% |
| Q2 2021 | $2,706,000 | +26.0% | 69,967 | +22.5% | 0.05% | +4.4% |
| Q1 2021 | $2,147,000 | +6.0% | 57,106 | +6.1% | 0.04% | -2.2% |
| Q4 2020 | $2,026,000 | +18.1% | 53,799 | +6.5% | 0.05% | +4.5% |
| Q3 2020 | $1,716,000 | +29.6% | 50,505 | +19.7% | 0.04% | +15.8% |
| Q2 2020 | $1,324,000 | – | 42,205 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRINGER ASSET MANAGEMENT, LLC | 78,392 | $2,074,000 | 3.46% |
| Ackerman Capital Advisors, LLC | 286,220 | $7,573,000 | 2.95% |
| Armbruster Capital Management, Inc. | 230,525 | $6,100,000 | 2.87% |
| Kathmere Capital Management, LLC | 286,240 | $7,574,000 | 2.75% |
| Beacon Harbor Wealth Advisors, Inc. | 110,945 | $2,936,000 | 2.22% |
| MERCER GLOBAL ADVISORS INC /ADV | 2,683,651 | $71,009,000 | 1.56% |
| ATLAS CAPITAL ADVISORS LLC | 186,952 | $4,946,750,000 | 1.47% |
| OmniStar Financial Group, Inc. | 44,310 | $1,172,000 | 1.15% |
| FAS Wealth Partners, Inc. | 128,678 | $3,405,000 | 0.60% |
| MANAGED ACCOUNT SERVICES INC | 33,535 | $842,000 | 0.41% |