ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,929 | -8.1% | 26,650 | -3.0% | 0.38% | -19.5% |
| Q2 2023 | $912,467 | -57.5% | 27,484 | -54.6% | 0.47% | -62.7% |
| Q1 2023 | $2,145,590 | +89.4% | 60,507 | +64.7% | 1.27% | +65.2% |
| Q4 2022 | $1,132,851 | +18.6% | 36,745 | +3.3% | 0.77% | +30.2% |
| Q3 2022 | $955,000 | -8.9% | 35,571 | +1.6% | 0.59% | +0.7% |
| Q2 2022 | $1,048,000 | -51.2% | 35,020 | -42.1% | 0.58% | -36.8% |
| Q1 2022 | $2,146,000 | +2.9% | 60,507 | +10.3% | 0.93% | +2.7% |
| Q4 2021 | $2,086,000 | +6.8% | 54,854 | +6.9% | 0.90% | -19.4% |
| Q3 2021 | $1,954,000 | +1.5% | 51,313 | +4.0% | 1.12% | +5.6% |
| Q2 2021 | $1,925,000 | +7.8% | 49,317 | +3.8% | 1.06% | -4.4% |
| Q1 2021 | $1,786,000 | +58.6% | 47,489 | +58.8% | 1.11% | +25.0% |
| Q4 2020 | $1,126,000 | +22.1% | 29,911 | +6.1% | 0.89% | +3.1% |
| Q3 2020 | $922,000 | +4.2% | 28,180 | -0.1% | 0.86% | -25.9% |
| Q2 2020 | $885,000 | – | 28,209 | – | 1.16% | – |
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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% |