ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,806 | +9.6% | 17,497 | +15.6% | 0.02% | +28.6% |
| Q2 2023 | $502,615 | -26.4% | 15,139 | -14.3% | 0.01% | -89.6% |
| Q2 2021 | $683,000 | +22.2% | 17,669 | +18.9% | 0.14% | +9.8% |
| Q1 2021 | $559,000 | +18.9% | 14,865 | +19.1% | 0.12% | +1657.1% |
| Q4 2020 | $470,000 | -39.7% | 12,477 | -50.1% | 0.01% | -70.8% |
| Q4 2019 | $779,000 | +138.2% | 24,981 | +124.6% | 0.02% | +84.6% |
| Q3 2019 | $327,000 | – | 11,120 | – | 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% |