ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |