ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $483,392 | +103410.1% | 14,560 | +0.7% | 0.03% | 0.0% |
| Q1 2023 | $467 | -59.2% | 14,460 | -61.1% | 0.03% | -58.2% |
| Q4 2022 | $1,145 | -99.9% | 37,130 | +15.6% | 0.08% | +19.7% |
| Q3 2022 | $863,000 | -8.6% | 32,130 | +1.9% | 0.07% | -2.9% |
| Q2 2022 | $944,000 | -49.0% | 31,530 | -39.6% | 0.07% | -42.9% |
| Q1 2022 | $1,852,000 | +22.9% | 52,230 | +31.8% | 0.12% | +29.3% |
| Q4 2021 | $1,507,000 | -4.7% | 39,630 | -4.6% | 0.09% | -11.5% |
| Q3 2021 | $1,581,000 | +15.1% | 41,530 | +16.9% | 0.10% | +18.2% |
| Q2 2021 | $1,374,000 | +10.0% | 35,530 | +6.9% | 0.09% | +2.3% |
| Q1 2021 | $1,249,000 | -30.8% | 33,230 | -30.7% | 0.09% | -32.8% |
| Q4 2020 | $1,805,000 | +42.7% | 47,930 | +28.7% | 0.13% | +25.5% |
| Q3 2020 | $1,265,000 | – | 37,230 | – | 0.10% | – |
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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% |