ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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% |