CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Meredith Wealth Planning 296,037$9,567,5937.70%
Shore Point Advisors, LLC 277,186$8,958,3606.79%
Straight Path Wealth Management 172,756$5,583,2884.44%
Klaas Financial Asset Advisors, LLC 515,399$16,657,1293.85%
Armbruster Capital Management, Inc. 422,405$13,651,6653.49%
Tacita Capital Inc 100,180$3,2382.44%
ATLAS CAPITAL ADVISORS LLC 420,264$13,582,4702.14%
MERCER GLOBAL ADVISORS INC /ADV 12,766,417$412,5971.87%
CABOT WEALTH MANAGEMENT INC 324,268$10,4801.65%
Kathmere Capital Management, LLC 294,250$9,509,8261.56%
View complete list of ISHARES TR shareholders