Segment Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 91 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$207,301
+2.7%
6,2440.0%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$10,150,000298,6961.65%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 151,918$5,162,0005.71%
Armbruster Capital Management, Inc. 291,305$9,899,0003.80%
ATWOOD & PALMER INC 886,075$30,109,0003.79%
ATLAS CAPITAL ADVISORS LLC 259,225$8,808,465,0002.09%
Kathmere Capital Management, LLC 242,839$8,252,0002.05%
MERCER GLOBAL ADVISORS INC /ADV 3,854,039$130,960,0001.97%
Beacon Harbor Wealth Advisors, Inc. 110,369$3,750,0001.83%
Segment Wealth Management, LLC 298,696$10,150,0001.65%
OmniStar Financial Group, Inc. 55,689$1,892,0001.43%
Ackerman Capital Advisors, LLC 148,788$5,056,0001.41%
View complete list of ISHARES TR shareholders