ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 117 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,100,548 | +4.2% | 286,910 | +5.7% | 0.12% | -2.5% |
| Q1 2024 | $10,651,377 | +21.6% | 271,511 | +6.3% | 0.12% | +11.1% |
| Q4 2023 | $8,759,998 | +15.2% | 255,468 | +5.7% | 0.11% | -0.9% |
| 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 | 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% |