ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 34 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $403,000 | +2.8% | 10,416 | 0.0% | 0.23% | -16.5% |
Q1 2021 | $392,000 | 0.0% | 10,416 | 0.0% | 0.28% | -19.4% |
Q4 2020 | $392,000 | +10.7% | 10,416 | 0.0% | 0.35% | +4.8% |
Q3 2020 | $354,000 | -18.8% | 10,416 | -25.0% | 0.33% | -23.6% |
Q2 2020 | $436,000 | +10.7% | 13,888 | -6.6% | 0.43% | +63.6% |
Q1 2020 | $394,000 | -64.2% | 14,875 | -57.9% | 0.26% | -60.4% |
Q4 2019 | $1,102,000 | -38.6% | 35,351 | -42.2% | 0.67% | -21.1% |
Q3 2019 | $1,796,000 | -2.4% | 61,129 | -1.4% | 0.84% | -5.6% |
Q2 2019 | $1,841,000 | +8.4% | 62,001 | +4.3% | 0.89% | +0.3% |
Q1 2019 | $1,698,000 | +23.0% | 59,440 | +10.2% | 0.89% | +6.5% |
Q4 2018 | $1,381,000 | -65.0% | 53,935 | -58.4% | 0.84% | -62.2% |
Q3 2018 | $3,945,000 | -3.0% | 129,499 | -5.5% | 2.22% | -5.1% |
Q2 2018 | $4,066,000 | -3.8% | 137,073 | -0.8% | 2.34% | +0.3% |
Q1 2018 | $4,227,000 | +99.4% | 138,186 | +98.9% | 2.33% | +79.2% |
Q4 2017 | $2,120,000 | +75.5% | 69,488 | +73.4% | 1.30% | +55.3% |
Q3 2017 | $1,208,000 | +100.3% | 40,080 | +86.9% | 0.84% | +78.5% |
Q2 2017 | $603,000 | +51.5% | 21,449 | +45.7% | 0.47% | +29.9% |
Q1 2017 | $398,000 | +43.7% | 14,718 | +31.7% | 0.36% | +22.0% |
Q4 2016 | $277,000 | – | 11,177 | – | 0.30% | – |
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% |