Klaas Financial Asset Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 104 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,778,557
-3.3%
532,991
+2.0%
3.80%
-1.7%
Q2 2023$17,346,070
+4.1%
522,472
+1.4%
3.86%
+0.3%
Q1 2023$16,657,129
+9.0%
515,399
+3.9%
3.85%
+1.4%
Q4 2022$15,287,950
+15.8%
495,879
+0.9%
3.80%
+13.1%
Q3 2022$13,206,000
-3.8%
491,676
+7.2%
3.36%
-1.4%
Q2 2022$13,723,000
-5.7%
458,488
+11.8%
3.40%
+1.7%
Q1 2022$14,547,000
-0.6%
410,235
+6.8%
3.35%
+1.2%
Q4 2021$14,641,000
+6.3%
384,108
+6.2%
3.31%
-1.6%
Q3 2021$13,772,000
+4.8%
361,671
+6.4%
3.36%
+1.7%
Q2 2021$13,143,000
+10.1%
339,800
+7.1%
3.30%
-0.7%
Q1 2021$11,933,000
-48.4%
317,354
-48.3%
3.33%
-33.3%
Q4 2020$23,122,000614,1044.99%
Other shareholders
ISHARES TR shareholders Q2 2022
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