ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 148 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,083,049 | +1.2% | 338,143 | +2.6% | 7.43% | +0.7% |
| Q1 2024 | $12,924,855 | +23.1% | 329,483 | +7.6% | 7.38% | +13.5% |
| Q4 2023 | $10,495,787 | +7.4% | 306,088 | -1.4% | 6.50% | -8.1% |
| 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 | $8,585,000 | – | 225,732 | – | 7.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 329,483 | $12,924,855 | 7.38% |
| CGC Financial Services, LLC | 271,311 | $10,643,543 | 5.57% |
| Meredith Wealth Planning | 221,640 | $8,694,923 | 4.85% |
| Straight Path Wealth Management | 205,652 | $8,067,720 | 4.53% |
| Klaas Financial Asset Advisors, LLC | 541,482 | $21,242,339 | 4.24% |
| Armbruster Capital Management, Inc. | 439,989 | $17,260,776 | 3.67% |
| Family Capital Trust Co | 250,922 | $9,841,110 | 3.37% |
| Tacita Capital Inc | 115,621 | $4,535,812 | 3.15% |
| ATLAS CAPITAL ADVISORS LLC | 450,956 | $17,691,022 | 2.76% |
| MERCER GLOBAL ADVISORS INC /ADV | 17,049,142 | $668,838 | 1.90% |