ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $293,205 | -6.7% | 9,314 | -1.6% | 0.34% | -3.2% |
Q2 2023 | $314,205 | +2.7% | 9,464 | 0.0% | 0.35% | -9.1% |
Q1 2023 | $305,866 | +4.8% | 9,464 | 0.0% | 0.38% | -3.8% |
Q4 2022 | $291,775 | +12.2% | 9,464 | 0.0% | 0.40% | +5.3% |
Q3 2022 | $260,000 | -11.0% | 9,464 | 0.0% | 0.38% | +4.7% |
Q2 2022 | $292,000 | -4.9% | 9,464 | 0.0% | 0.36% | -2.2% |
Q1 2022 | $307,000 | -14.7% | 9,464 | 0.0% | 0.37% | +3.6% |
Q4 2021 | $360,000 | – | 9,464 | – | 0.36% | – |
Download |
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% |