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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $266,433 | +12.9% | 8,642 | -1.8% | 0.14% | +0.7% |
| Q3 2022 | $236,000 | -10.3% | 8,797 | 0.0% | 0.14% | -8.2% |
| Q2 2022 | $263,000 | -15.7% | 8,797 | 0.0% | 0.15% | -2.6% |
| Q1 2022 | $312,000 | -6.9% | 8,797 | 0.0% | 0.15% | -6.2% |
| Q4 2021 | $335,000 | -0.9% | 8,797 | -0.8% | 0.16% | -12.5% |
| Q3 2021 | $338,000 | -1.7% | 8,872 | -0.2% | 0.18% | -5.2% |
| Q2 2021 | $344,000 | +3.0% | 8,889 | 0.0% | 0.19% | -5.4% |
| Q1 2021 | $334,000 | -0.3% | 8,889 | 0.0% | 0.20% | -1.9% |
| Q4 2020 | $335,000 | +24.5% | 8,889 | +12.2% | 0.21% | +34.8% |
| Q3 2020 | $269,000 | +8.0% | 7,924 | 0.0% | 0.16% | +6.9% |
| Q2 2020 | $249,000 | +18.6% | 7,924 | 0.0% | 0.14% | +5.8% |
| Q1 2020 | $210,000 | -9.9% | 7,924 | -0.1% | 0.14% | +9.6% |
| Q4 2019 | $233,000 | -4.9% | 7,928 | -4.8% | 0.12% | -3.8% |
| Q3 2019 | $245,000 | -0.8% | 8,328 | 0.0% | 0.13% | -3.7% |
| Q2 2019 | $247,000 | +0.8% | 8,328 | 0.0% | 0.14% | +95.7% |
| Q1 2019 | $245,000 | – | 8,328 | – | 0.07% | – |
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% |