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 | $1,329,952 | -12.2% | 42,248 | -7.4% | 0.36% | -7.3% |
| Q2 2023 | $1,514,402 | +2.7% | 45,615 | 0.0% | 0.38% | -5.2% |
| Q1 2023 | $1,474,211 | +27.8% | 45,615 | +21.9% | 0.40% | +17.8% |
| Q4 2022 | $1,153,336 | +14.8% | 37,410 | -0.0% | 0.34% | +3.9% |
| Q3 2022 | $1,005,000 | -11.8% | 37,422 | -1.6% | 0.33% | -6.2% |
| Q2 2022 | $1,139,000 | -18.8% | 38,043 | -3.8% | 0.35% | -5.9% |
| Q1 2022 | $1,402,000 | -13.9% | 39,551 | -7.6% | 0.37% | +7.8% |
| Q4 2021 | $1,629,000 | -2.7% | 42,827 | -2.6% | 0.35% | -17.6% |
| Q3 2021 | $1,674,000 | -1.5% | 43,970 | +0.1% | 0.42% | -1.9% |
| Q2 2021 | $1,699,000 | +4.1% | 43,936 | +1.2% | 0.43% | -1.8% |
| Q1 2021 | $1,632,000 | 0.0% | 43,409 | +0.1% | 0.44% | -2.7% |
| Q4 2020 | $1,632,000 | +12.9% | 43,357 | +2.9% | 0.45% | +11.7% |
| Q3 2020 | $1,446,000 | +55.5% | 42,129 | +42.1% | 0.40% | +28.4% |
| Q2 2020 | $930,000 | +69.1% | 29,654 | +42.6% | 0.31% | +37.3% |
| Q1 2020 | $550,000 | – | 20,794 | – | 0.23% | – |
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% |