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 | $1,450 | +11.5% | 46,054 | +17.5% | 0.01% | +25.0% |
| Q2 2023 | $1,301 | +17.6% | 39,184 | +14.5% | 0.00% | 0.0% |
| Q1 2023 | $1,106 | +22.9% | 34,215 | +17.2% | 0.00% | +33.3% |
| Q4 2022 | $900 | -99.9% | 29,185 | +8.8% | 0.00% | 0.0% |
| Q3 2022 | $803,000 | 0.0% | 26,814 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $803,000 | -3.0% | 26,814 | +14.8% | 0.00% | 0.0% |
| Q1 2022 | $828,000 | +73.9% | 23,353 | +86.6% | 0.00% | +200.0% |
| Q4 2021 | $476,000 | +37.6% | 12,512 | +37.5% | 0.00% | 0.0% |
| Q3 2021 | $346,000 | – | 9,099 | – | 0.00% | – |
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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% |