MTM Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
MTM Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,030
-6.2%
900.0%0.00%0.0%
Q2 2023$8,558
+1.6%
900.0%0.00%0.0%
Q1 2023$8,423
+2.5%
900.0%0.00%0.0%
Q4 2022$8,218
+17.4%
900.0%0.00%0.0%
Q3 2022$7,000
-12.5%
900.0%0.00%0.0%
Q2 2022$8,000
-11.1%
900.0%0.00%0.0%
Q1 2022$9,0000.0%900.0%0.00%0.0%
Q4 2021$9,0000.0%900.0%0.00%
-20.0%
Q3 2021$9,0000.0%900.0%0.01%0.0%
Q2 2021$9,0000.0%900.0%0.01%0.0%
Q1 2021$9,000
+28.6%
900.0%0.01%
+25.0%
Q4 2020$7,000900.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders