ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 101 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,865,730 | -1.6% | 186,332 | +3.8% | 3.98% | -2.8% |
| Q2 2023 | $5,958,746 | +6.7% | 179,480 | +3.9% | 4.09% | -7.9% |
| Q1 2023 | $5,583,288 | +11.3% | 172,756 | +6.2% | 4.44% | -7.6% |
| Q4 2022 | $5,016,468 | +19.2% | 162,714 | +3.9% | 4.81% | +27.2% |
| Q3 2022 | $4,207,000 | -1.5% | 156,616 | +9.8% | 3.78% | -9.7% |
| Q2 2022 | $4,269,000 | -7.8% | 142,628 | +9.2% | 4.18% | +6.6% |
| Q1 2022 | $4,631,000 | +4.5% | 130,587 | +12.1% | 3.92% | +1.6% |
| Q4 2021 | $4,432,000 | – | 116,542 | – | 3.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRINGER ASSET MANAGEMENT, LLC | 151,918 | $5,162,000 | 5.71% |
| Armbruster Capital Management, Inc. | 291,305 | $9,899,000 | 3.80% |
| ATWOOD & PALMER INC | 886,075 | $30,109,000 | 3.79% |
| ATLAS CAPITAL ADVISORS LLC | 259,225 | $8,808,465,000 | 2.09% |
| Kathmere Capital Management, LLC | 242,839 | $8,252,000 | 2.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,854,039 | $130,960,000 | 1.97% |
| Beacon Harbor Wealth Advisors, Inc. | 110,369 | $3,750,000 | 1.83% |
| Segment Wealth Management, LLC | 298,696 | $10,150,000 | 1.65% |
| OmniStar Financial Group, Inc. | 55,689 | $1,892,000 | 1.43% |
| Ackerman Capital Advisors, LLC | 148,788 | $5,056,000 | 1.41% |