ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 48 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,792 | -13.7% | 28,170 | -8.9% | 0.25% | -7.1% |
| Q2 2023 | $1,026,976 | +0.4% | 30,933 | -2.3% | 0.27% | +0.4% |
| Q1 2023 | $1,022,796 | -8.6% | 31,647 | -12.8% | 0.26% | -12.0% |
| Q4 2022 | $1,119,530 | -4.0% | 36,313 | -16.4% | 0.30% | -9.1% |
| Q3 2022 | $1,166,000 | -11.3% | 43,425 | -1.1% | 0.33% | -6.5% |
| Q2 2022 | $1,315,000 | -36.6% | 43,925 | -24.9% | 0.35% | -27.5% |
| Q1 2022 | $2,073,000 | -8.8% | 58,451 | -2.2% | 0.49% | -6.3% |
| Q4 2021 | $2,272,000 | -6.2% | 59,753 | -6.0% | 0.52% | -6.1% |
| Q3 2021 | $2,421,000 | -5.9% | 63,582 | -4.4% | 0.56% | -7.8% |
| Q2 2021 | $2,574,000 | -28.1% | 66,543 | -30.1% | 0.60% | -30.7% |
| Q1 2021 | $3,580,000 | -34.6% | 95,207 | -34.5% | 0.87% | -37.5% |
| Q4 2020 | $5,471,000 | +8.2% | 145,310 | -2.3% | 1.39% | -1.1% |
| Q3 2020 | $5,056,000 | +2.9% | 148,788 | -5.0% | 1.41% | -4.4% |
| Q2 2020 | $4,912,000 | -35.1% | 156,588 | -45.3% | 1.47% | -50.1% |
| Q1 2020 | $7,573,000 | +9.6% | 286,220 | +29.1% | 2.95% | +44.3% |
| Q4 2019 | $6,909,000 | +8.7% | 221,655 | +2.4% | 2.04% | -6.9% |
| Q3 2019 | $6,358,000 | -1.3% | 216,400 | -0.2% | 2.19% | +6977.4% |
| Q2 2019 | $6,439,000 | +3.9% | 216,808 | -0.0% | 0.03% | -6.1% |
| Q1 2019 | $6,197,000 | +10.2% | 216,909 | -1.3% | 0.03% | -92.4% |
| Q4 2018 | $5,625,000 | -34.5% | 219,722 | -22.0% | 0.44% | -87.3% |
| Q1 2018 | $8,591,000 | +22.2% | 281,582 | +20.8% | 3.44% | +15.4% |
| Q4 2017 | $7,028,000 | +7.7% | 233,178 | +0.5% | 2.98% | +9.3% |
| Q2 2017 | $6,528,000 | – | 232,049 | – | 2.73% | – |
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% |