ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,732,757 | -5.8% | 86,809 | -0.6% | 0.29% | -20.4% |
| Q2 2023 | $2,900,064 | +3.0% | 87,351 | +0.3% | 0.37% | +20.3% |
| Q1 2023 | $2,814,604 | +2.5% | 87,088 | -2.2% | 0.30% | -1.9% |
| Q4 2022 | $2,745,076 | -1.2% | 89,039 | -13.9% | 0.31% | +0.6% |
| Q3 2022 | $2,778,000 | -18.6% | 103,429 | -9.3% | 0.31% | -13.9% |
| Q2 2022 | $3,412,000 | -20.6% | 113,994 | -6.0% | 0.36% | -11.1% |
| Q1 2022 | $4,298,000 | -3.2% | 121,220 | +3.8% | 0.40% | -1.0% |
| Q4 2021 | $4,441,000 | +1.9% | 116,782 | +2.1% | 0.41% | 0.0% |
| Q3 2021 | $4,357,000 | -1.2% | 114,412 | +0.3% | 0.41% | -1.4% |
| Q2 2021 | $4,412,000 | +5.9% | 114,073 | +2.9% | 0.41% | -4.6% |
| Q1 2021 | $4,167,000 | -0.1% | 110,828 | +0.0% | 0.43% | -8.6% |
| Q4 2020 | $4,172,000 | +1.7% | 110,800 | -8.2% | 0.48% | -15.2% |
| Q3 2020 | $4,103,000 | +4.3% | 120,750 | -3.7% | 0.56% | -3.3% |
| Q2 2020 | $3,932,000 | +15.5% | 125,357 | -2.6% | 0.58% | -2.9% |
| Q1 2020 | $3,405,000 | -17.4% | 128,678 | -2.7% | 0.60% | -14.1% |
| Q4 2019 | $4,121,000 | +6.5% | 132,221 | +0.4% | 0.69% | -1.0% |
| Q3 2019 | $3,869,000 | -2.5% | 131,677 | -1.4% | 0.70% | -5.1% |
| Q2 2019 | $3,967,000 | +3.4% | 133,559 | -0.5% | 0.74% | -1.2% |
| Q1 2019 | $3,835,000 | +11.5% | 134,229 | -0.0% | 0.75% | -5.0% |
| Q4 2018 | $3,438,000 | – | 134,280 | – | 0.79% | – |
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% |