ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,930 | -5.2% | 20,074 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $666,457 | +2.7% | 20,074 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $648,770 | +4.8% | 20,074 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $618,881 | +14.8% | 20,074 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $539,000 | -11.6% | 20,074 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $610,000 | -15.5% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $722,000 | -6.8% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $775,000 | -0.1% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $776,000 | -1.5% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $788,000 | +2.9% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $766,000 | -0.1% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $767,000 | +10.8% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $692,000 | +8.3% | 20,366 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $639,000 | – | 20,366 | – | 0.00% | – |
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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% |