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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,531 | -4.3% | 6,656 | +0.9% | 0.06% | -7.6% |
| Q2 2023 | $219,020 | -9.1% | 6,597 | +4.2% | 0.07% | -15.4% |
| Q4 2021 | $241,000 | -0.4% | 6,329 | -0.2% | 0.08% | +9.9% |
| Q3 2021 | $242,000 | -1.2% | 6,342 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $245,000 | 0.0% | 6,342 | -31.6% | 0.07% | -57.1% |
| Q1 2020 | $245,000 | – | 9,268 | – | 0.17% | – |
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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% |