Horizon Family Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 104 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Horizon Family Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,969,000
-10.3%
73,3120.0%2.40%
-5.7%
Q2 2022$2,194,000
-6.0%
73,312
+11.4%
2.55%
+10.2%
Q1 2022$2,334,000
-6.4%
65,817
+0.4%
2.31%
-8.9%
Q4 2021$2,493,00065,5602.54%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders