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 | $389,625 | -1.5% | 12,377 | +3.9% | 0.09% | -1.1% |
| Q2 2023 | $395,442 | +106.0% | 11,911 | +100.5% | 0.09% | +95.6% |
| Q1 2023 | $192,007 | +4.8% | 5,941 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $183,161 | +11.0% | 5,941 | -3.1% | 0.05% | -9.8% |
| Q3 2022 | $165,000 | -12.2% | 6,130 | -2.2% | 0.05% | -12.1% |
| Q2 2022 | $188,000 | -19.7% | 6,266 | +1.8% | 0.06% | -9.4% |
| Q4 2021 | $234,000 | +4.5% | 6,153 | +4.6% | 0.06% | -3.0% |
| Q3 2021 | $224,000 | – | 5,885 | – | 0.07% | – |
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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% |