ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 104 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,701 | -8.3% | 19,082 | -3.3% | 0.04% | -2.3% |
| Q2 2023 | $655,226 | -1.0% | 19,736 | -3.6% | 0.04% | +19.4% |
| Q1 2023 | $661,870 | +34.1% | 20,479 | +28.0% | 0.04% | +12.5% |
| Q4 2022 | $493,445 | +17.2% | 16,005 | +2.1% | 0.03% | +6.7% |
| Q3 2022 | $421,000 | -10.2% | 15,675 | +0.1% | 0.03% | -9.1% |
| Q2 2022 | $469,000 | +120.2% | 15,666 | +160.9% | 0.03% | +153.8% |
| Q1 2022 | $213,000 | – | 6,004 | – | 0.01% | – |
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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% |