Opes Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 103 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 295,280$9,263,0003.72%
STRINGER ASSET MANAGEMENT, LLC 91,022$2,855,0003.32%
MERCER GLOBAL ADVISORS INC /ADV 3,666,499$115,018,0002.09%
Beacon Harbor Wealth Advisors, Inc. 113,108$3,548,0002.04%
Kathmere Capital Management, LLC 217,933$6,837,0002.00%
ATLAS CAPITAL ADVISORS LLC 267,478$8,390,785,0001.97%
Ackerman Capital Advisors, LLC 156,588$4,912,0001.47%
Opes Wealth Management LLC 75,109$2,356,0001.20%
OmniStar Financial Group, Inc. 44,899$1,409,0001.16%
Professional Financial Advisors, LLC 28,209$885,0001.16%
View complete list of ISHARES TR shareholders