Opes Wealth Management LLC - ISHARES TR ownership

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
Opes Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,023,301
-1.3%
127,805
+4.1%
1.12%
-3.5%
Q2 2023$4,075,034
+2.6%
122,742
-0.1%
1.16%
-9.7%
Q1 2023$3,970,797
+4.9%
122,863
+0.1%
1.28%
-6.9%
Q4 2022$3,785,369
+16.1%
122,782
+1.2%
1.38%
+5.4%
Q3 2022$3,260,000
-2.5%
121,380
+8.7%
1.30%
-2.5%
Q2 2022$3,343,000
-5.9%
111,679
+11.4%
1.34%
+15.6%
Q1 2022$3,554,000
+28.3%
100,219
+37.6%
1.16%
+34.4%
Q4 2021$2,770,000
+20.1%
72,844
+20.3%
0.86%
+5.5%
Q3 2021$2,306,000
+6.5%
60,546
+8.1%
0.82%
+1.9%
Q2 2021$2,166,000
+5.4%
56,003
+2.5%
0.80%
-0.1%
Q1 2021$2,055,000
+115.9%
54,648
+115.1%
0.80%
+74.7%
Q4 2020$952,000
-59.0%
25,403
-62.8%
0.46%
-58.6%
Q3 2020$2,322,000
-1.4%
68,335
-9.0%
1.11%
-7.7%
Q2 2020$2,356,000
+489.0%
75,109
+396.6%
1.20%
+299.0%
Q1 2020$400,00015,1250.30%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 149,650$5,634,0005.92%
Klaas Financial Asset Advisors, LLC 614,104$23,122,0004.99%
1900 WEALTH MANAGEMENT LLC 1,057,509$39,816,0004.65%
IronBridge Private Wealth, LLC 135,300$5,094,0003.76%
ATWOOD & PALMER INC 910,544$34,282,0003.68%
Armbruster Capital Management, Inc. 286,458$10,785,0003.62%
ATLAS CAPITAL ADVISORS LLC 283,932$10,690,039,0002.25%
MorganRosel Wealth Management, LLC 82,064$3,090,0002.17%
Kathmere Capital Management, LLC 249,617$9,398,0002.02%
Smart Money Group LLC 62,719$2,361,0001.99%
View complete list of ISHARES TR shareholders