DOPKINS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
DOPKINS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,032,269
+0.2%
26,681
+1.6%
0.63%
+1.1%
Q1 2024$1,030,419
+22.2%
26,266
+6.8%
0.62%
-5.3%
Q4 2023$843,537
+9.0%
24,600
+0.0%
0.66%
+11.9%
Q3 2023$774,219
-2.7%
24,594
+2.6%
0.59%
-17.3%
Q2 2023$795,704
+71.2%
23,967
+66.7%
0.71%
+63.0%
Q1 2023$464,649
-1.6%
14,377
-6.2%
0.44%
+4.6%
Q4 2022$472,31615,3200.42%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 101,333$3,810,0003.98%
ATWOOD & PALMER INC 922,556$34,688,0003.34%
Klaas Financial Asset Advisors, LLC 317,354$11,933,0003.33%
Armbruster Capital Management, Inc. 277,333$10,428,0003.09%
1900 WEALTH MANAGEMENT LLC 1,041,054$39,144,0002.96%
OmniStar Financial Group, Inc. 49,198$1,850,0002.35%
MorganRosel Wealth Management, LLC 94,849$3,566,0002.25%
ATLAS CAPITAL ADVISORS LLC 300,867$11,312,599,0002.20%
Kathmere Capital Management, LLC 269,872$10,147,0002.01%
Tacita Capital Inc 66,355$2,495,0001.62%
View complete list of ISHARES TR shareholders