ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |