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 | $12,619,407 | -11.6% | 400,870 | -6.7% | 2.08% | -4.0% |
| Q2 2023 | $14,268,440 | +5.1% | 429,772 | +2.3% | 2.16% | +1.2% |
| Q1 2023 | $13,582,470 | +21.7% | 420,264 | +16.1% | 2.14% | +13.9% |
| Q4 2022 | $11,161,446 | -99.9% | 362,032 | -12.8% | 1.88% | -7.6% |
| Q3 2022 | $11,156,918,000 | -12.4% | 415,373 | -2.4% | 2.03% | -5.9% |
| Q2 2022 | $12,740,273,000 | -12.3% | 425,669 | +3.8% | 2.16% | -4.3% |
| Q1 2022 | $14,534,983,000 | -18.1% | 409,898 | -12.2% | 2.26% | -14.6% |
| Q4 2021 | $17,745,596,000 | +1.6% | 466,621 | +1.7% | 2.64% | -5.6% |
| Q3 2021 | $17,470,228,000 | +32.1% | 458,777 | +34.2% | 2.80% | +26.4% |
| Q2 2021 | $13,227,670,000 | +16.9% | 341,977 | +13.7% | 2.22% | +0.8% |
| Q1 2021 | $11,312,599,000 | +5.8% | 300,867 | +6.0% | 2.20% | -2.1% |
| Q4 2020 | $10,690,039,000 | +21.4% | 283,932 | +9.5% | 2.25% | +7.7% |
| Q3 2020 | $8,808,465,000 | +5.0% | 259,225 | -3.1% | 2.09% | +6.0% |
| Q2 2020 | $8,390,785,000 | +69.6% | 267,478 | +43.1% | 1.97% | +33.7% |
| Q1 2020 | $4,946,750,000 | -7.0% | 186,952 | +9.6% | 1.47% | +11.1% |
| Q4 2019 | $5,318,848,000 | +34.3% | 170,640 | +26.6% | 1.32% | +11.3% |
| Q3 2019 | $3,960,335,000 | +1.9% | 134,797 | +3.0% | 1.19% | -6.8% |
| Q2 2019 | $3,886,393,000 | +7.8% | 130,855 | +3.7% | 1.28% | -1.8% |
| Q1 2019 | $3,604,562,000 | +15.5% | 126,166 | +3.5% | 1.30% | +4.0% |
| Q4 2018 | $3,121,945,000 | -20.5% | 121,951 | -5.7% | 1.25% | -4.6% |
| Q3 2018 | $3,928,007,000 | -7.5% | 129,381 | -8.4% | 1.31% | -13.1% |
| Q2 2018 | $4,245,996,000 | -10.8% | 141,246 | -9.3% | 1.51% | +3.2% |
| Q1 2018 | $4,761,945,000 | – | 155,670 | – | 1.46% | – |
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% |