Kathmere Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kathmere Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,032,594
+0.6%
318,697
+6.1%
1.49%
-4.1%
Q2 2023$9,975,584
+4.9%
300,469
+2.1%
1.55%
-0.6%
Q1 2023$9,509,826
-48.7%
294,250
-49.8%
1.56%
-1.7%
Q4 2022$18,529,500
+146.4%
586,471
+109.5%
1.59%
+5.8%
Q3 2022$7,519,000
-47.1%
279,948
-41.0%
1.50%
-42.8%
Q2 2022$14,212,000
-9.8%
474,858
+6.8%
2.62%
-2.3%
Q1 2022$15,761,000
+34.1%
444,463
+43.8%
2.68%
+31.4%
Q4 2021$11,751,000
+2.9%
308,983
+3.0%
2.04%
-1.5%
Q3 2021$11,425,000
+3.5%
300,025
+5.1%
2.07%
-2.4%
Q2 2021$11,040,000
+8.8%
285,422
+5.8%
2.12%
+5.8%
Q1 2021$10,147,000
+8.0%
269,872
+8.1%
2.01%
-0.6%
Q4 2020$9,398,000
+13.9%
249,617
+2.8%
2.02%
-1.5%
Q3 2020$8,252,000
+20.7%
242,839
+11.4%
2.05%
+2.6%
Q2 2020$6,837,000
-9.7%
217,933
-23.9%
2.00%
-27.3%
Q1 2020$7,574,000
+41.0%
286,240
+66.1%
2.75%
+43.6%
Q4 2019$5,371,000172,3031.92%
Other shareholders
ISHARES TR shareholders Q4 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