ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |