Worth Asset Management, LLC - ISHARES TR ownership

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
Worth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$9,960
+2.7%
3000.0%0.01%
+14.3%
Q1 2023$9,696
+4.8%
3000.0%0.01%
+16.7%
Q4 2022$9,249
-15.9%
300
-25.0%
0.01%
-25.0%
Q3 2022$11,000
-38.9%
400
-33.3%
0.01%
-33.3%
Q2 2022$18,000
-14.3%
600
-14.3%
0.01%
-14.3%
Q1 2022$21,0007000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 295,280$9,263,0003.72%
STRINGER ASSET MANAGEMENT, LLC 91,022$2,855,0003.32%
MERCER GLOBAL ADVISORS INC /ADV 3,666,499$115,018,0002.09%
Beacon Harbor Wealth Advisors, Inc. 113,108$3,548,0002.04%
Kathmere Capital Management, LLC 217,933$6,837,0002.00%
ATLAS CAPITAL ADVISORS LLC 267,478$8,390,785,0001.97%
Ackerman Capital Advisors, LLC 156,588$4,912,0001.47%
Opes Wealth Management LLC 75,109$2,356,0001.20%
OmniStar Financial Group, Inc. 44,899$1,409,0001.16%
Professional Financial Advisors, LLC 28,209$885,0001.16%
View complete list of ISHARES TR shareholders