ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $884,462 | -6.2% | 28,096 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $942,568 | +8.9% | 27,864 | +4.0% | 0.01% | 0.0% |
| Q1 2023 | $865,856 | +33.3% | 26,791 | +27.1% | 0.01% | -75.8% |
| Q4 2022 | $649,773 | -42.3% | 21,076 | -28.8% | 0.03% | +312.5% |
| Q4 2021 | $1,126,000 | -43.3% | 29,613 | -43.2% | 0.01% | -38.5% |
| Q3 2021 | $1,986,000 | +126.5% | 52,162 | +129.9% | 0.01% | +62.5% |
| Q2 2021 | $877,000 | +3.9% | 22,685 | +1.1% | 0.01% | 0.0% |
| Q1 2021 | $844,000 | -4.1% | 22,439 | -4.0% | 0.01% | -11.1% |
| Q4 2020 | $880,000 | +146.5% | 23,367 | +97.3% | 0.01% | +50.0% |
| Q3 2019 | $357,000 | – | 11,845 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |