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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,856 | +8.6% | 7,827 | +5.8% | 0.01% | 0.0% |
| Q1 2023 | $239,192 | +11.3% | 7,401 | +30.9% | 0.01% | -16.7% |
| Q4 2021 | $215,000 | -0.5% | 5,652 | -0.3% | 0.01% | -20.0% |
| Q3 2021 | $216,000 | -3.6% | 5,671 | -2.0% | 0.02% | -6.2% |
| Q2 2021 | $224,000 | +2.3% | 5,784 | -0.9% | 0.02% | -15.8% |
| Q1 2021 | $219,000 | -31.1% | 5,836 | -30.8% | 0.02% | -47.2% |
| Q4 2020 | $318,000 | +20.5% | 8,439 | +8.7% | 0.04% | +2.9% |
| Q3 2020 | $264,000 | +24.5% | 7,765 | +4.5% | 0.04% | -7.9% |
| Q1 2019 | $212,000 | – | 7,428 | – | 0.04% | – |
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% |