Klaas Financial Asset Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 148 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$10,663,486
-49.8%
275,614
-49.1%
1.96%
-53.9%
Q1 2024$21,242,339
+14.7%
541,482
+0.2%
4.24%
+9.6%
Q4 2023$18,523,492
+10.4%
540,201
+1.4%
3.86%
+1.7%
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 2024
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 110,647$4,213,0003.95%
ATWOOD & PALMER INC 1,016,562$38,711,0003.46%
Klaas Financial Asset Advisors, LLC 361,671$13,772,0003.36%
Armbruster Capital Management, Inc. 293,675$11,183,0003.20%
1900 WEALTH MANAGEMENT LLC 803,344$30,591,0002.97%
ATLAS CAPITAL ADVISORS LLC 458,777$17,470,228,0002.80%
Tacita Capital Inc 92,650$3,528,0002.16%
Kathmere Capital Management, LLC 300,025$11,425,0002.07%
OmniStar Financial Group, Inc. 41,854$1,593,0001.88%
Acropolis Investment Management, LLC 436,249$14,031,0001.67%
View complete list of ISHARES TR shareholders