ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 101 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,855 | -9.8% | 2,632 | -4.8% | 0.07% | +1.5% |
| Q2 2023 | $91,831 | +0.0% | 2,766 | -2.6% | 0.07% | +9.8% |
| Q1 2023 | $91,818 | -4.5% | 2,841 | -8.9% | 0.06% | -12.9% |
| Q4 2022 | $96,190 | -2.8% | 3,120 | -15.6% | 0.07% | -53.0% |
| Q3 2022 | $99,000 | -3.9% | 3,696 | +7.8% | 0.15% | +84.0% |
| Q2 2022 | $103,000 | -16.3% | 3,429 | -1.4% | 0.08% | +19.1% |
| Q1 2022 | $123,000 | -91.1% | 3,479 | -90.4% | 0.07% | -90.1% |
| Q4 2021 | $1,377,000 | +602.6% | 36,204 | +604.8% | 0.69% | +603.1% |
| Q3 2021 | $196,000 | -38.2% | 5,137 | -37.3% | 0.10% | -38.0% |
| Q2 2021 | $317,000 | -32.0% | 8,197 | -33.8% | 0.16% | -33.9% |
| Q1 2021 | $466,000 | +68.2% | 12,382 | +68.4% | 0.24% | +57.2% |
| Q4 2020 | $277,000 | – | 7,351 | – | 0.15% | – |
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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% |