Fortis Advisors, LLC - ISHARES TR ownership

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
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$403,000
+2.8%
10,4160.0%0.23%
-16.5%
Q1 2021$392,0000.0%10,4160.0%0.28%
-19.4%
Q4 2020$392,000
+10.7%
10,4160.0%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$277,00011,1770.30%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders