ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $5,371,000 | – | 172,303 | – | 1.92% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |