MTM Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

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 Q1 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders