ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $679,000 | -10.2% | 25,289 | 0.0% | 0.09% | -5.2% |
| Q2 2022 | $756,000 | -15.6% | 25,289 | 0.0% | 0.10% | -4.9% |
| Q1 2022 | $896,000 | -17.9% | 25,289 | -11.9% | 0.10% | -14.3% |
| Q4 2021 | $1,091,000 | -0.2% | 28,707 | 0.0% | 0.12% | -6.3% |
| Q3 2021 | $1,093,000 | +4.4% | 28,707 | +6.0% | 0.13% | +4.1% |
| Q2 2021 | $1,047,000 | +2.9% | 27,074 | 0.0% | 0.12% | -18.7% |
| Q1 2021 | $1,017,000 | -0.2% | 27,074 | 0.0% | 0.15% | -3.2% |
| Q4 2020 | $1,019,000 | +10.9% | 27,074 | 0.0% | 0.16% | +0.6% |
| Q3 2020 | $919,000 | +8.2% | 27,074 | 0.0% | 0.15% | +2.0% |
| Q2 2020 | $849,000 | – | 27,074 | – | 0.15% | – |
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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% |