ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,639 | -5.2% | 8,216 | 0.0% | 0.20% | +2.6% |
| Q2 2023 | $272,771 | -0.9% | 8,216 | -3.5% | 0.19% | -3.6% |
| Q1 2023 | $275,228 | +4.8% | 8,516 | 0.0% | 0.20% | -1.5% |
| Q4 2022 | $262,548 | -31.3% | 8,516 | -40.1% | 0.20% | -53.3% |
| Q3 2022 | $382,000 | +8.5% | 14,222 | +20.8% | 0.43% | +14.4% |
| Q2 2022 | $352,000 | -29.9% | 11,772 | -16.9% | 0.37% | -20.8% |
| Q1 2022 | $502,000 | -6.7% | 14,158 | 0.0% | 0.47% | +3.1% |
| Q4 2021 | $538,000 | +8.5% | 14,158 | +8.7% | 0.46% | +0.9% |
| Q3 2021 | $496,000 | -1.6% | 13,028 | 0.0% | 0.45% | -1.1% |
| Q2 2021 | $504,000 | +2.9% | 13,028 | 0.0% | 0.46% | -5.7% |
| Q1 2021 | $490,000 | -67.1% | 13,028 | -67.1% | 0.49% | -59.5% |
| Q4 2020 | $1,491,000 | – | 39,607 | – | 1.20% | – |
Download | ||||||
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% |