Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 50 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$3,185,000
+0.6%
102,170
-5.2%
1.36%
-12.7%
Q3 2019$3,165,000
+2.3%
107,721
+3.4%
1.56%
-3.1%
Q2 2019$3,094,000
+13.5%
104,173
+9.1%
1.61%
-4.2%
Q1 2019$2,727,000
+17.9%
95,459
+5.7%
1.68%
-8.1%
Q4 2018$2,312,00090,3041.82%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 101,333$3,810,0003.98%
ATWOOD & PALMER INC 922,556$34,688,0003.34%
Klaas Financial Asset Advisors, LLC 317,354$11,933,0003.33%
Armbruster Capital Management, Inc. 277,333$10,428,0003.09%
1900 WEALTH MANAGEMENT LLC 1,041,054$39,144,0002.96%
OmniStar Financial Group, Inc. 49,198$1,850,0002.35%
MorganRosel Wealth Management, LLC 94,849$3,566,0002.25%
ATLAS CAPITAL ADVISORS LLC 300,867$11,312,599,0002.20%
Kathmere Capital Management, LLC 269,872$10,147,0002.01%
Tacita Capital Inc 66,355$2,495,0001.62%
View complete list of ISHARES TR shareholders