ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,977 | -5.2% | 1,937 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $64,308 | +2.7% | 1,937 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $62,604 | +4.8% | 1,937 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $59,718 | -30.6% | 1,937 | -39.8% | 0.00% | -33.3% |
| Q3 2022 | $86,000 | -13.1% | 3,217 | -3.0% | 0.01% | +20.0% |
| Q2 2022 | $99,000 | -16.8% | 3,317 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $119,000 | -6.3% | 3,357 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $127,000 | -0.8% | 3,357 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $128,000 | -1.5% | 3,357 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $130,000 | +44.4% | 3,357 | +44.9% | 0.01% | +66.7% |
| Q1 2021 | $90,000 | +12.5% | 2,317 | +8.8% | 0.00% | 0.0% |
| Q4 2020 | $80,000 | +788.9% | 2,130 | +660.7% | 0.00% | – |
| Q3 2020 | $9,000 | – | 280 | – | 0.00% | – |
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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% |