ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,976 | +17.0% | 180 | +13.9% | 0.00% | 0.0% |
| Q1 2023 | $5,106 | +4.8% | 158 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,871 | +21.8% | 158 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $4,000 | -20.0% | 158 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $5,000 | -16.7% | 158 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $6,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | – | 158 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |