ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $1,531 | -11.0% | 46,118 | -13.4% | 0.02% | -11.1% |
| Q1 2023 | $1,721 | -25.5% | 53,261 | -28.9% | 0.02% | -21.7% |
| Q4 2022 | $2,310 | -99.9% | 74,935 | +9.0% | 0.02% | +27.8% |
| Q3 2022 | $1,847,000 | +517.7% | 68,767 | +588.8% | 0.02% | +500.0% |
| Q2 2022 | $299,000 | -44.7% | 9,984 | -34.5% | 0.00% | -25.0% |
| Q1 2022 | $541,000 | +17933.3% | 15,253 | +17038.2% | 0.00% | – |
| Q4 2021 | $3,000 | +200.0% | 89 | +122.5% | 0.00% | – |
| Q3 2021 | $1,000 | -66.7% | 40 | -54.5% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 88 | +4.8% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +200.0% | 84 | +110.0% | 0.00% | – |
| Q3 2020 | $1,000 | – | 40 | – | 0.00% | – |
Download | ||||||
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% |