ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 55 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $554,708 | +2.3% | 17,992 | -11.0% | 0.63% | -2.5% |
Q3 2022 | $542,000 | -66.2% | 20,208 | -62.3% | 0.65% | -63.6% |
Q2 2022 | $1,604,000 | -17.4% | 53,592 | -2.2% | 1.78% | -7.9% |
Q1 2022 | $1,943,000 | +21.7% | 54,818 | +30.5% | 1.93% | +18.1% |
Q4 2021 | $1,597,000 | +0.3% | 42,001 | +0.4% | 1.63% | -13.2% |
Q3 2021 | $1,593,000 | -14.5% | 41,854 | -13.2% | 1.88% | -18.4% |
Q2 2021 | $1,864,000 | +0.8% | 48,192 | -2.0% | 2.31% | -2.0% |
Q1 2021 | $1,850,000 | -23.0% | 49,198 | -22.9% | 2.35% | +39.6% |
Q4 2020 | $2,404,000 | +27.1% | 63,843 | +14.6% | 1.68% | +18.1% |
Q3 2020 | $1,892,000 | +34.3% | 55,689 | +24.0% | 1.43% | +22.6% |
Q2 2020 | $1,409,000 | +20.2% | 44,899 | +1.3% | 1.16% | +1.0% |
Q1 2020 | $1,172,000 | -49.5% | 44,310 | -40.4% | 1.15% | -41.0% |
Q4 2019 | $2,319,000 | +5.4% | 74,407 | -0.6% | 1.96% | +1.6% |
Q3 2019 | $2,200,000 | -1.3% | 74,878 | -0.2% | 1.92% | -3.8% |
Q2 2019 | $2,228,000 | +0.2% | 75,004 | -3.6% | 2.00% | +2.2% |
Q1 2019 | $2,224,000 | +22.1% | 77,842 | +9.4% | 1.96% | +5.2% |
Q4 2018 | $1,822,000 | -29.7% | 71,170 | -16.4% | 1.86% | -6.0% |
Q3 2018 | $2,592,000 | – | 85,089 | – | 1.98% | – |
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% |