ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,551,646 | +1.1% | 13,962,886 | +6.6% | 0.20% | +4.1% |
| Q2 2023 | $434,764,455 | +6.3% | 13,095,315 | +3.5% | 0.19% | -1.5% |
| Q1 2023 | $408,920,439 | +12.7% | 12,652,672 | +7.5% | 0.20% | +4.3% |
| Q4 2022 | $362,832,022 | +24.3% | 11,768,797 | +8.3% | 0.19% | +12.6% |
| Q3 2022 | $291,973,000 | +1.8% | 10,870,169 | +13.5% | 0.17% | +4.4% |
| Q2 2022 | $286,671,000 | +26.1% | 9,578,035 | +49.3% | 0.16% | +40.4% |
| Q1 2022 | $227,426,000 | -2.6% | 6,413,602 | +4.5% | 0.11% | -0.9% |
| Q4 2021 | $233,386,000 | +18.5% | 6,136,889 | +18.7% | 0.12% | +6.5% |
| Q3 2021 | $196,926,000 | +6.2% | 5,171,368 | +7.9% | 0.11% | +2.9% |
| Q2 2021 | $185,351,000 | +7.3% | 4,791,896 | +4.3% | 0.10% | -6.2% |
| Q1 2021 | $172,726,000 | +6.4% | 4,593,766 | +6.6% | 0.11% | -8.9% |
| Q4 2020 | $162,314,000 | +20.1% | 4,311,140 | +8.4% | 0.12% | +2.5% |
| Q3 2020 | $135,197,000 | +21.0% | 3,978,722 | +11.7% | 0.12% | +10.1% |
| Q2 2020 | $111,708,000 | +57.1% | 3,560,995 | +32.5% | 0.11% | +29.8% |
| Q1 2020 | $71,086,000 | +8.0% | 2,686,557 | +27.3% | 0.08% | +21.7% |
| Q4 2019 | $65,795,000 | +32.5% | 2,110,859 | +24.9% | 0.07% | +27.8% |
| Q3 2019 | $49,646,000 | +30.7% | 1,689,772 | +32.2% | 0.05% | +12.5% |
| Q2 2019 | $37,972,000 | +27.2% | 1,278,514 | +22.3% | 0.05% | +17.1% |
| Q1 2019 | $29,858,000 | +104.2% | 1,045,098 | +83.0% | 0.04% | +78.3% |
| Q4 2018 | $14,622,000 | +845.8% | 571,186 | +1025.3% | 0.02% | +666.7% |
| Q3 2018 | $1,546,000 | -5.5% | 50,758 | -8.0% | 0.00% | -25.0% |
| Q2 2018 | $1,636,000 | +107.6% | 55,161 | +115.0% | 0.00% | +100.0% |
| Q1 2018 | $788,000 | +159.2% | 25,652 | +157.8% | 0.00% | +100.0% |
| Q4 2017 | $304,000 | – | 9,950 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 295,761 | $9,118,319 | 7.85% |
| Shore Point Advisors, LLC | 262,556 | $8,094,610 | 6.66% |
| Straight Path Wealth Management | 162,714 | $5,016,468 | 4.81% |
| Klaas Financial Asset Advisors, LLC | 495,879 | $15,287,950 | 3.80% |
| Armbruster Capital Management, Inc. | 421,610 | $12,998,236 | 3.37% |
| Tacita Capital Inc | 99,595 | $3,071 | 2.30% |
| ATLAS CAPITAL ADVISORS LLC | 362,032 | $11,161,446 | 1.88% |
| MERCER GLOBAL ADVISORS INC /ADV | 11,865,940 | $365,827 | 1.83% |
| Kathmere Capital Management, LLC | 586,471 | $18,529,500 | 1.59% |
| CABOT WEALTH MANAGEMENT INC | 302,190 | $9,317 | 1.57% |