ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 101 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,892,426 | -2.6% | 441,310 | +2.7% | 3.51% | 0.0% |
| Q2 2023 | $14,259,353 | +4.5% | 429,499 | +1.7% | 3.51% | +0.7% |
| Q1 2023 | $13,651,665 | +5.0% | 422,405 | +0.2% | 3.49% | +3.5% |
| Q4 2022 | $12,998,236 | +17.2% | 421,610 | +2.1% | 3.37% | +6.5% |
| Q3 2022 | $11,090,000 | -4.4% | 412,870 | +6.5% | 3.16% | +0.8% |
| Q2 2022 | $11,602,000 | +1.6% | 387,646 | +20.4% | 3.14% | +14.1% |
| Q1 2022 | $11,420,000 | -2.6% | 322,044 | +4.5% | 2.75% | +2.5% |
| Q4 2021 | $11,725,000 | +4.8% | 308,316 | +5.0% | 2.68% | -16.1% |
| Q3 2021 | $11,183,000 | +3.8% | 293,675 | +5.4% | 3.20% | +5.1% |
| Q2 2021 | $10,776,000 | +3.3% | 278,590 | +0.5% | 3.04% | -1.6% |
| Q1 2021 | $10,428,000 | -3.3% | 277,333 | -3.2% | 3.09% | -14.7% |
| Q4 2020 | $10,785,000 | +9.0% | 286,458 | -1.7% | 3.62% | -4.8% |
| Q3 2020 | $9,899,000 | +6.9% | 291,305 | -1.3% | 3.80% | +2.4% |
| Q2 2020 | $9,263,000 | +51.9% | 295,280 | +28.1% | 3.72% | +29.3% |
| Q1 2020 | $6,100,000 | – | 230,525 | – | 2.87% | – |
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% |