ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,355,059 | -6.5% | 43,045 | -1.4% | 0.47% | -4.7% |
| Q2 2023 | $1,449,116 | +0.9% | 43,648 | -1.8% | 0.49% | -13.3% |
| Q1 2023 | $1,435,924 | +4.5% | 44,430 | -0.3% | 0.56% | +6.4% |
| Q4 2022 | $1,374,551 | +13.9% | 44,585 | -0.7% | 0.53% | -10.6% |
| Q3 2022 | $1,206,567 | -12.3% | 44,921 | -2.3% | 0.59% | -5.6% |
| Q2 2022 | $1,375,570 | -14.1% | 45,960 | +1.8% | 0.63% | -5.7% |
| Q1 2022 | $1,600,885 | -2.0% | 45,146 | +5.1% | 0.67% | -0.6% |
| Q4 2021 | $1,633,699 | +1.8% | 42,958 | +2.0% | 0.67% | -9.0% |
| Q3 2021 | $1,604,241 | -1.8% | 42,128 | -0.2% | 0.74% | -4.5% |
| Q2 2021 | $1,633,347 | -10.0% | 42,227 | -12.5% | 0.77% | -25.2% |
| Q1 2021 | $1,815,178 | -1.9% | 48,276 | -1.7% | 1.03% | -17.3% |
| Q4 2020 | $1,849,895 | – | 49,134 | – | 1.25% | – |
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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% |