ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,778 | +129.8% | 14,796 | +142.4% | 0.00% | – |
| Q2 2023 | $202,686 | -11.5% | 6,105 | -13.9% | 0.00% | – |
| Q1 2023 | $229,141 | -72.4% | 7,090 | -67.6% | 0.00% | -100.0% |
| Q4 2021 | $831,000 | +125.8% | 21,854 | +126.4% | 0.00% | +100.0% |
| Q3 2021 | $368,000 | -3.4% | 9,651 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $381,000 | +6.4% | 9,851 | +3.5% | 0.00% | 0.0% |
| Q1 2021 | $358,000 | 0.0% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $358,000 | -89.0% | 9,520 | -90.9% | 0.00% | -90.0% |
| Q4 2019 | $3,255,000 | +1359.6% | 104,426 | +1099.5% | 0.01% | +900.0% |
| Q4 2018 | $223,000 | -45.5% | 8,706 | -35.1% | 0.00% | -50.0% |
| Q3 2018 | $409,000 | +99.5% | 13,421 | +100.6% | 0.00% | +100.0% |
| Q1 2018 | $205,000 | – | 6,692 | – | 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% |