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 | $243,244 | -1.4% | 6,287 | 0.0% | 0.20% | -10.5% |
| Q1 2024 | $246,639 | +11.4% | 6,287 | -2.6% | 0.23% | +8.1% |
| Q4 2023 | $221,342 | -24.5% | 6,455 | -30.7% | 0.21% | -37.6% |
| 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% | – |
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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% |