Shore Point Advisors, LLC - ISHARES TR ownership

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
Shore Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,771,224
+1.3%
310,395
+6.8%
7.07%
+2.7%
Q2 2023$9,648,760
+7.7%
290,625
+4.8%
6.88%
+1.4%
Q1 2023$8,958,360
+10.7%
277,186
+5.6%
6.79%
+2.0%
Q4 2022$8,094,610
+7.1%
262,556
-6.7%
6.66%
-9.7%
Q3 2022$7,558,000
-6.0%
281,384
+4.8%
7.37%
-1.8%
Q2 2022$8,037,000
-6.7%
268,525
+10.5%
7.51%
+0.5%
Q1 2022$8,614,000
+0.3%
242,930
+7.6%
7.48%
+4.7%
Q4 2021$8,585,000225,7327.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 149,650$5,634,0005.92%
Klaas Financial Asset Advisors, LLC 614,104$23,122,0004.99%
1900 WEALTH MANAGEMENT LLC 1,057,509$39,816,0004.65%
IronBridge Private Wealth, LLC 135,300$5,094,0003.76%
ATWOOD & PALMER INC 910,544$34,282,0003.68%
Armbruster Capital Management, Inc. 286,458$10,785,0003.62%
ATLAS CAPITAL ADVISORS LLC 283,932$10,690,039,0002.25%
MorganRosel Wealth Management, LLC 82,064$3,090,0002.17%
Kathmere Capital Management, LLC 249,617$9,398,0002.02%
Smart Money Group LLC 62,719$2,361,0001.99%
View complete list of ISHARES TR shareholders