Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 48 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$200,000
-95.9%
5,320
-95.9%
0.02%
-96.2%
Q4 2020$4,885,000
-6.5%
129,750
-15.6%
0.51%
-16.4%
Q3 2020$5,222,000
+408.5%
153,691
+369.6%
0.60%
+338.4%
Q2 2020$1,027,000
-38.5%
32,727
-89.8%
0.14%
-37.0%
Q1 2020$1,669,000
-86.6%
321,496
-24.2%
0.22%
-86.3%
Q3 2019$12,456,000423,9471.60%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 338,143$13,083,0497.43%
Meredith Wealth Planning 221,550$8,571,7744.49%
CGC Financial Services, LLC 259,139$10,026,0924.35%
Straight Path Wealth Management 217,393$8,410,9234.32%
Armbruster Capital Management, Inc. 448,123$17,337,8823.60%
Tacita Capital Inc 118,624$4,589,5633.24%
Family Capital Trust Co 250,740$9,698,5783.17%
Klaas Financial Asset Advisors, LLC 275,614$10,663,4861.96%
MERCER GLOBAL ADVISORS INC /ADV 18,200,688$701,168,5391.91%
ATLAS CAPITAL ADVISORS LLC 370,711$14,342,8251.86%
View complete list of ISHARES TR shareholders