ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 100 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $796,400 | -19.3% | 25,832 | -29.7% | 0.02% | -25.8% |
| Q3 2022 | $987,000 | -28.4% | 36,748 | -20.2% | 0.03% | -20.5% |
| Q2 2022 | $1,378,000 | -44.8% | 46,056 | -34.6% | 0.04% | -44.3% |
| Q1 2022 | $2,498,000 | -44.6% | 70,452 | -40.6% | 0.07% | -62.4% |
| Q4 2021 | $4,507,000 | +105.0% | 118,521 | +105.3% | 0.19% | +109.0% |
| Q3 2021 | $2,199,000 | -39.9% | 57,742 | -38.9% | 0.09% | -28.2% |
| Q2 2021 | $3,656,000 | -23.5% | 94,530 | -25.6% | 0.12% | -53.4% |
| Q1 2021 | $4,779,000 | +2208.7% | 127,097 | +1517.6% | 0.27% | +1800.0% |
| Q3 2016 | $207,000 | – | 7,857 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |