ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 68 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,301 | +2.7% | 6,244 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $201,799 | -47.6% | 6,244 | -56.5% | 0.02% | -52.1% |
| Q3 2022 | $385,000 | -96.4% | 14,339 | -96.0% | 0.05% | -96.5% |
| Q2 2022 | $10,777,000 | -15.0% | 360,083 | +0.8% | 1.37% | +4.7% |
| Q1 2022 | $12,672,000 | -4.2% | 357,373 | +2.7% | 1.31% | -5.9% |
| Q4 2021 | $13,234,000 | +2.0% | 347,988 | +2.1% | 1.39% | -9.9% |
| Q3 2021 | $12,975,000 | -0.5% | 340,718 | +1.0% | 1.54% | -0.5% |
| Q2 2021 | $13,043,000 | +7.6% | 337,208 | +4.6% | 1.55% | -3.7% |
| Q1 2021 | $12,117,000 | +3.3% | 322,248 | +3.4% | 1.61% | -5.1% |
| Q4 2020 | $11,733,000 | +15.6% | 311,636 | +4.3% | 1.69% | +2.8% |
| Q3 2020 | $10,150,000 | – | 298,696 | – | 1.65% | – |
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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% |