Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 68 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2020
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 149,650$5,634,0005.92%
Klaas Financial Asset Advisors, LLC 614,104$23,122,0004.99%
1900 WEALTH MANAGEMENT LLC 1,057,509$39,816,0004.65%
IronBridge Private Wealth, LLC 135,300$5,094,0003.76%
ATWOOD & PALMER INC 910,544$34,282,0003.68%
Armbruster Capital Management, Inc. 286,458$10,785,0003.62%
ATLAS CAPITAL ADVISORS LLC 283,932$10,690,039,0002.25%
MorganRosel Wealth Management, LLC 82,064$3,090,0002.17%
Kathmere Capital Management, LLC 249,617$9,398,0002.02%
Smart Money Group LLC 62,719$2,361,0001.99%
View complete list of ISHARES TR shareholders