ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,578,489 | +102171.8% | 113,675 | +7.9% | 2.80% | +9.0% |
| Q2 2023 | $3,499 | +8.1% | 105,400 | +5.2% | 2.57% | +5.4% |
| Q1 2023 | $3,238 | +5.4% | 100,180 | +0.6% | 2.44% | +5.9% |
| Q4 2022 | $3,071 | -99.9% | 99,595 | +5.0% | 2.30% | +16.6% |
| Q3 2022 | $2,547,000 | -11.2% | 94,820 | -1.0% | 1.97% | -0.4% |
| Q2 2022 | $2,867,000 | -15.3% | 95,780 | +0.4% | 1.98% | +1.2% |
| Q1 2022 | $3,384,000 | -6.0% | 95,430 | +0.8% | 1.96% | -4.6% |
| Q4 2021 | $3,601,000 | +2.1% | 94,690 | +2.2% | 2.05% | -5.0% |
| Q3 2021 | $3,528,000 | +3.2% | 92,650 | +4.8% | 2.16% | +4.9% |
| Q2 2021 | $3,420,000 | +37.1% | 88,430 | +33.3% | 2.06% | +27.3% |
| Q1 2021 | $2,495,000 | +10.0% | 66,355 | +10.1% | 1.62% | +8.4% |
| Q4 2020 | $2,269,000 | – | 60,260 | – | 1.49% | – |
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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% |