ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $212,696 | -95.2% | 6,815 | -95.8% | 0.04% | -95.6% |
| Q3 2022 | $4,461,000 | -10.9% | 160,999 | -6.2% | 0.90% | -8.6% |
| Q2 2022 | $5,005,000 | -8.3% | 171,636 | +9.8% | 0.98% | -1.7% |
| Q1 2022 | $5,456,000 | +27.9% | 156,363 | +29.3% | 1.00% | +27.3% |
| Q4 2021 | $4,267,000 | +66.2% | 120,910 | +79.6% | 0.78% | +35.9% |
| Q3 2021 | $2,568,000 | -1.3% | 67,306 | 0.0% | 0.58% | +13.8% |
| Q2 2021 | $2,603,000 | +2.8% | 67,306 | 0.0% | 0.51% | -10.9% |
| Q1 2021 | $2,531,000 | -0.5% | 67,306 | -0.4% | 0.57% | -0.4% |
| Q4 2020 | $2,544,000 | – | 67,582 | – | 0.57% | – |
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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% |