ISHARES TR's ticker is MTUM and the CUSIP is 46432F396. A total of 681 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 6.71 and the average weighting 0.5%.
About ISHARES TR
iShares TR is a popular exchange-traded fund (ETF) that tracks the performance of the S&P 500 index. The fund is managed by BlackRock, one of the largest asset management companies in the world. The ETF is designed to provide investors with exposure to the largest and most liquid companies in the US stock market.
One of the key benefits of investing in iShares TR is its low expense ratio. The fund charges an annual fee of just 0.03%, making it one of the cheapest ETFs available to investors. This low cost structure allows investors to keep more of their returns and can have a significant impact on long-term investment performance.
Another advantage of iShares TR is its diversification. The fund holds over 500 stocks, providing investors with exposure to a wide range of industries and sectors. This diversification can help to reduce risk and volatility in a portfolio.
Investors should be aware that iShares TR is not a guaranteed investment and its value can fluctuate. It is important to do your own research and consider your investment goals and risk tolerance before investing in any ETF.
Overall, iShares TR is a solid choice for investors looking for exposure to the US stock market. Its low expense ratio and diversification make it an attractive option for long-term investors.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $384,673 | +4.0% | 1,974 | 0.0% | 0.04% | +2.6% |
| Q1 2024 | $369,829 | +19.4% | 1,974 | 0.0% | 0.04% | +14.7% |
| Q4 2023 | $309,701 | +12.3% | 1,974 | 0.0% | 0.03% | +6.2% |
| Q3 2023 | $275,768 | -3.2% | 1,974 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $284,750 | +3.7% | 1,974 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $274,465 | -4.7% | 1,974 | 0.0% | 0.03% | -11.1% |
| Q4 2022 | $288,066 | +11.7% | 1,974 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $258,000 | -14.0% | 1,974 | -10.6% | 0.04% | -7.9% |
| Q2 2022 | $300,000 | -11.0% | 2,207 | +9.9% | 0.04% | -2.6% |
| Q1 2022 | $337,000 | -42.9% | 2,008 | -38.2% | 0.04% | -39.1% |
| Q4 2021 | $590,000 | +3.5% | 3,249 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $570,000 | +1.2% | 3,249 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $563,000 | +8.9% | 3,249 | +1.1% | 0.07% | -13.2% |
| Q1 2021 | $517,000 | +62.6% | 3,215 | +62.9% | 0.08% | +58.3% |
| Q4 2020 | $318,000 | +9.7% | 1,974 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $290,000 | +12.4% | 1,974 | 0.0% | 0.05% | +4.3% |
| Q2 2020 | $258,000 | +22.3% | 1,974 | -0.5% | 0.05% | +4.5% |
| Q1 2020 | $211,000 | +1523.1% | 1,984 | +1327.3% | 0.04% | +1366.7% |
| Q4 2018 | $13,000 | – | 139 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AdvisorShares Investments LLC | 487,118 | $95,085,434 | 16.56% |
| Stonehearth Capital Management, LLC | 176,411 | $34,377,266 | 14.72% |
| Meredith Wealth Planning | 85,914 | $16,742,130 | 8.77% |
| Armbruster Capital Management, Inc. | 213,014 | $41,510,043 | 8.62% |
| Trinity Wealth Management, LLC | 85,117 | $16,586,815 | 8.27% |
| Yeomans Consulting Group, Inc. | 94,120 | $18,341,164 | 7.09% |
| EdgeRock Capital LLC | 43,075 | $8,394,087 | 6.50% |
| Straight Path Wealth Management | 62,600 | $12,198,928 | 6.27% |
| Tacita Capital Inc | 41,330 | $8,053,977 | 5.69% |
| PRUDENT INVESTORS NETWORK, INC. | 79,185 | $15,430,845 | 5.58% |