Brickley Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Brickley Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,329,952
-12.2%
42,248
-7.4%
0.36%
-7.3%
Q2 2023$1,514,402
+2.7%
45,6150.0%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$1,632,0000.0%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$550,00020,7940.23%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 149,650$5,634,0005.92%
Klaas Financial Asset Advisors, LLC 614,104$23,122,0004.99%
1900 WEALTH MANAGEMENT LLC 1,057,509$39,816,0004.65%
IronBridge Private Wealth, LLC 135,300$5,094,0003.76%
ATWOOD & PALMER INC 910,544$34,282,0003.68%
Armbruster Capital Management, Inc. 286,458$10,785,0003.62%
ATLAS CAPITAL ADVISORS LLC 283,932$10,690,039,0002.25%
MorganRosel Wealth Management, LLC 82,064$3,090,0002.17%
Kathmere Capital Management, LLC 249,617$9,398,0002.02%
Smart Money Group LLC 62,719$2,361,0001.99%
View complete list of ISHARES TR shareholders