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 | $157,421 | -85.6% | 5,000 | -85.1% | 0.00% | -100.0% |
| Q2 2023 | $1,090,745 | +0.1% | 33,521 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $1,090,072 | +3.8% | 33,412 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $1,050,000 | +6.2% | 34,105 | -7.4% | 0.00% | 0.0% |
| Q3 2022 | $989,000 | -32.5% | 36,836 | -24.8% | 0.00% | -33.3% |
| Q2 2022 | $1,465,000 | +141.0% | 48,953 | +4.4% | 0.00% | +200.0% |
| Q1 2022 | $608,000 | -49.9% | 46,879 | +47.1% | 0.00% | -50.0% |
| Q4 2021 | $1,213,000 | +86.0% | 31,868 | +86.4% | 0.00% | +100.0% |
| Q3 2021 | $652,000 | +47.5% | 17,098 | +49.5% | 0.00% | 0.0% |
| Q2 2021 | $442,000 | +237.4% | 11,434 | +228.9% | 0.00% | – |
| Q1 2021 | $131,000 | +156.9% | 3,476 | +157.1% | 0.00% | – |
| Q4 2020 | $51,000 | -76.8% | 1,352 | -79.1% | 0.00% | -100.0% |
| Q3 2020 | $220,000 | +122.2% | 6,461 | +104.1% | 0.00% | – |
| Q2 2020 | $99,000 | -81.5% | 3,166 | -84.3% | 0.00% | -100.0% |
| Q1 2020 | $536,000 | – | 20,224 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRINGER ASSET MANAGEMENT, LLC | 149,650 | $5,634,000 | 5.92% |
| Klaas Financial Asset Advisors, LLC | 614,104 | $23,122,000 | 4.99% |
| 1900 WEALTH MANAGEMENT LLC | 1,057,509 | $39,816,000 | 4.65% |
| IronBridge Private Wealth, LLC | 135,300 | $5,094,000 | 3.76% |
| ATWOOD & PALMER INC | 910,544 | $34,282,000 | 3.68% |
| Armbruster Capital Management, Inc. | 286,458 | $10,785,000 | 3.62% |
| ATLAS CAPITAL ADVISORS LLC | 283,932 | $10,690,039,000 | 2.25% |
| MorganRosel Wealth Management, LLC | 82,064 | $3,090,000 | 2.17% |
| Kathmere Capital Management, LLC | 249,617 | $9,398,000 | 2.02% |
| Smart Money Group LLC | 62,719 | $2,361,000 | 1.99% |