ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 101 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $400,000 | – | 15,125 | – | 0.30% | – |
Download | ||||||
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% |