OSAIC HOLDINGS, INC. - ISHARES TR ownership

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
OSAIC HOLDINGS, INC. ownership history of ISHARES TR
ValueSharesWeighting
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$536,00020,2240.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 151,918$5,162,0005.71%
Armbruster Capital Management, Inc. 291,305$9,899,0003.80%
ATWOOD & PALMER INC 886,075$30,109,0003.79%
ATLAS CAPITAL ADVISORS LLC 259,225$8,808,465,0002.09%
Kathmere Capital Management, LLC 242,839$8,252,0002.05%
MERCER GLOBAL ADVISORS INC /ADV 3,854,039$130,960,0001.97%
Beacon Harbor Wealth Advisors, Inc. 110,369$3,750,0001.83%
Segment Wealth Management, LLC 298,696$10,150,0001.65%
OmniStar Financial Group, Inc. 55,689$1,892,0001.43%
Ackerman Capital Advisors, LLC 148,788$5,056,0001.41%
View complete list of ISHARES TR shareholders