CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30.0%850.0%0.00%
Q2 2023$30.0%850.0%0.00%
Q1 2023$3
+50.0%
85
+6.2%
0.00%
Q4 2022$2
-99.9%
800.0%0.00%
Q3 2022$2,000
-60.0%
80
-55.8%
0.00%
Q2 2022$5,000
-80.8%
181
-75.2%
0.00%
Q1 2022$26,000
-98.8%
729
-98.7%
0.00%
-100.0%
Q4 2021$2,124,000
-0.3%
55,842
+1.4%
0.02%
-11.8%
Q2 2021$2,130,0000.0%55,0640.0%0.02%0.0%
Q1 2021$2,130,0000.0%55,0640.0%0.02%0.0%
Q4 2020$2,130,0000.0%55,0640.0%0.02%0.0%
Q3 2020$2,130,0000.0%55,0640.0%0.02%0.0%
Q2 2020$2,130,0000.0%55,0640.0%0.02%0.0%
Q1 2020$2,130,0000.0%55,0640.0%0.02%0.0%
Q4 2019$2,130,0000.0%55,0640.0%0.02%0.0%
Q3 2019$2,130,0000.0%55,0640.0%0.02%0.0%
Q2 2019$2,130,0000.0%55,0640.0%0.02%0.0%
Q1 2019$2,130,000
+70900.0%
55,064
+40992.5%
0.02%
Q4 2018$3,000
-25.0%
1340.0%0.00%
Q3 2018$4,0001340.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders