Live Oak Investment Partners - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Live Oak Investment Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,511
-5.1%
480.0%0.00%0.0%
Q2 2023$1,593
+2.7%
480.0%0.00%0.0%
Q1 2023$1,551
+101.4%
48
+92.0%
0.00%0.0%
Q4 2022$770250.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Meredith Wealth Planning 296,037$9,567,5937.70%
Shore Point Advisors, LLC 277,186$8,958,3606.79%
Straight Path Wealth Management 172,756$5,583,2884.44%
Klaas Financial Asset Advisors, LLC 515,399$16,657,1293.85%
Armbruster Capital Management, Inc. 422,405$13,651,6653.49%
Tacita Capital Inc 100,180$3,2382.44%
ATLAS CAPITAL ADVISORS LLC 420,264$13,582,4702.14%
MERCER GLOBAL ADVISORS INC /ADV 12,766,417$412,5971.87%
CABOT WEALTH MANAGEMENT INC 324,268$10,4801.65%
Kathmere Capital Management, LLC 294,250$9,509,8261.56%
View complete list of ISHARES TR shareholders