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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,529,551 | -0.6% | 810,977 | +4.8% | 1.15% | -0.9% |
| Q2 2023 | $25,693,076 | +8.3% | 773,888 | +5.4% | 1.16% | -2.3% |
| Q1 2023 | $23,734,481 | +7.7% | 734,384 | +2.7% | 1.18% | -3.8% |
| Q4 2022 | $22,035,524 | +4.0% | 714,743 | -9.4% | 1.23% | +9.3% |
| Q3 2022 | $21,185,000 | +16.1% | 788,711 | +29.3% | 1.12% | -2.2% |
| Q2 2022 | $18,253,000 | -10.7% | 609,852 | +5.8% | 1.15% | -16.8% |
| Q1 2022 | $20,447,000 | +2.6% | 576,608 | +10.0% | 1.38% | +11.5% |
| Q4 2021 | $19,931,000 | +0.9% | 524,085 | +1.0% | 1.24% | -9.5% |
| Q3 2021 | $19,750,000 | – | 518,640 | – | 1.37% | – |
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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% |