ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 52 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,226 | -15.6% | 38,955 | -10.9% | 0.00% | 0.0% |
| Q2 2023 | $1,452 | -7.9% | 43,734 | -10.4% | 0.00% | 0.0% |
| Q1 2023 | $1,577 | +2.4% | 48,797 | -2.3% | 0.00% | -25.0% |
| Q4 2022 | $1,540 | -99.9% | 49,967 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $1,404,000 | -13.1% | 52,273 | -3.2% | 0.00% | 0.0% |
| Q2 2022 | $1,615,000 | -17.3% | 53,981 | -2.0% | 0.00% | 0.0% |
| Q1 2022 | $1,954,000 | -43.6% | 55,109 | -39.5% | 0.00% | -50.0% |
| Q4 2021 | $3,463,000 | +0.1% | 91,070 | +0.2% | 0.01% | -11.1% |
| Q3 2021 | $3,460,000 | +8.5% | 90,882 | +10.2% | 0.01% | +12.5% |
| Q2 2021 | $3,189,000 | +32.4% | 82,457 | +28.7% | 0.01% | +14.3% |
| Q1 2021 | $2,409,000 | +27.9% | 64,074 | +28.0% | 0.01% | +16.7% |
| Q4 2020 | $1,884,000 | +24.9% | 50,044 | +12.7% | 0.01% | +20.0% |
| Q3 2020 | $1,509,000 | +24.8% | 44,421 | +15.2% | 0.01% | 0.0% |
| Q2 2020 | $1,209,000 | +77.0% | 38,546 | +49.3% | 0.01% | +66.7% |
| Q1 2020 | $683,000 | +16.8% | 25,813 | +37.3% | 0.00% | +50.0% |
| Q4 2019 | $585,000 | +119.9% | 18,798 | +107.6% | 0.00% | +100.0% |
| Q3 2019 | $266,000 | – | 9,057 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |