ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,225,014 | +3.7% | 261,277 | +9.4% | 0.02% | +4.8% |
| Q2 2023 | $7,927,811 | +113593.0% | 238,789 | +10.7% | 0.02% | +5.0% |
| Q1 2023 | $6,973 | +20.9% | 215,746 | +15.4% | 0.02% | +5.3% |
| Q4 2022 | $5,766 | -99.9% | 187,010 | -45.1% | 0.02% | -48.6% |
| Q3 2022 | $9,152,000 | -1.3% | 340,745 | +10.0% | 0.04% | -2.6% |
| Q2 2022 | $9,273,000 | -5.9% | 309,836 | +11.5% | 0.04% | +2.7% |
| Q1 2022 | $9,853,000 | -6.9% | 277,854 | -0.1% | 0.04% | -17.8% |
| Q4 2021 | $10,581,000 | -5.8% | 278,239 | -5.7% | 0.04% | -23.7% |
| Q3 2021 | $11,233,000 | – | 294,984 | – | 0.06% | – |
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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% |