ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,370 | +3.7% | 13,703 | +9.3% | 0.30% | -1.3% |
| Q2 2023 | $416,062 | +5.0% | 12,532 | +2.2% | 0.31% | +1.7% |
| Q1 2023 | $396,133 | -36.1% | 12,257 | -39.1% | 0.30% | -38.9% |
| Q4 2022 | $620,000 | +89.0% | 20,124 | +64.9% | 0.49% | +68.8% |
| Q3 2022 | $328,000 | 0.0% | 12,202 | +11.2% | 0.29% | +8.1% |
| Q2 2022 | $328,000 | +47.1% | 10,971 | +74.8% | 0.27% | +64.6% |
| Q1 2022 | $223,000 | +8.3% | 6,277 | +15.9% | 0.16% | +14.7% |
| Q4 2021 | $206,000 | – | 5,415 | – | 0.14% | – |
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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% |