ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |