ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 18 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $365,000 | -26.6% | 10,305 | -21.1% | 0.18% | -25.2% |
| Q4 2021 | $497,000 | -9.6% | 13,065 | -9.5% | 0.23% | -7.9% |
| Q3 2021 | $550,000 | -0.2% | 14,437 | +1.4% | 0.25% | +1.2% |
| Q2 2021 | $551,000 | +2.2% | 14,239 | -0.7% | 0.25% | -4.6% |
| Q1 2021 | $539,000 | +14.0% | 14,337 | +14.1% | 0.26% | +7.3% |
| Q4 2020 | $473,000 | +16.8% | 12,566 | +5.5% | 0.24% | +4.3% |
| Q3 2020 | $405,000 | +7.7% | 11,906 | -0.7% | 0.24% | +3.1% |
| Q2 2020 | $376,000 | +44.1% | 11,994 | +43.5% | 0.23% | +56.2% |
| Q4 2019 | $261,000 | +7.9% | 8,361 | +1.4% | 0.15% | +4.3% |
| Q3 2019 | $242,000 | -53.1% | 8,248 | -51.3% | 0.14% | -50.2% |
| Q3 2018 | $516,000 | +16.5% | 16,937 | +13.4% | 0.28% | +14.2% |
| Q2 2018 | $443,000 | -1.1% | 14,933 | +1.9% | 0.25% | -5.7% |
| Q1 2018 | $448,000 | -4.1% | 14,657 | -4.3% | 0.26% | -28.3% |
| Q4 2017 | $467,000 | +15.6% | 15,321 | +14.2% | 0.36% | +18.6% |
| Q3 2017 | $404,000 | +12.5% | 13,412 | +5.0% | 0.31% | +10.0% |
| Q2 2017 | $359,000 | +19.7% | 12,779 | +15.4% | 0.28% | +21.8% |
| Q1 2017 | $300,000 | +17.6% | 11,077 | +7.9% | 0.23% | +6.5% |
| Q4 2016 | $255,000 | – | 10,264 | – | 0.22% | – |
Download | ||||||
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% |