Opes Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 98 filers reported holding ISHARES TR in Q3 2022. 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 2022
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 78,392$2,074,0003.46%
Ackerman Capital Advisors, LLC 286,220$7,573,0002.95%
Armbruster Capital Management, Inc. 230,525$6,100,0002.87%
Kathmere Capital Management, LLC 286,240$7,574,0002.75%
Beacon Harbor Wealth Advisors, Inc. 110,945$2,936,0002.22%
MERCER GLOBAL ADVISORS INC /ADV 2,683,651$71,009,0001.56%
ATLAS CAPITAL ADVISORS LLC 186,952$4,946,750,0001.47%
OmniStar Financial Group, Inc. 44,310$1,172,0001.15%
FAS Wealth Partners, Inc. 128,678$3,405,0000.60%
MANAGED ACCOUNT SERVICES INC 33,535$842,0000.41%
View complete list of ISHARES TR shareholders