ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |