ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |