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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $348,603 | +4.0% | 10,500 | +1.2% | 0.20% | -3.8% |
| Q1 2023 | $335,227 | +13.2% | 10,372 | +7.9% | 0.21% | +3.4% |
| Q4 2022 | $296,260 | +16.2% | 9,609 | +1.4% | 0.20% | +3.0% |
| Q3 2022 | $255,000 | -17.7% | 9,476 | -8.6% | 0.20% | -18.3% |
| Q2 2022 | $310,000 | -13.4% | 10,373 | +0.9% | 0.24% | +5.7% |
| Q1 2022 | $358,000 | – | 10,279 | – | 0.23% | – |
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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% |