ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 55 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,135,615 | +26.0% | 385,502 | +32.8% | 0.00% | 0.0% |
| Q2 2023 | $9,634,420 | -44.4% | 290,193 | -45.9% | 0.00% | 0.0% |
| Q1 2023 | $17,320,414 | +109.9% | 535,922 | +100.2% | 0.00% | 0.0% |
| Q4 2022 | $8,251,754 | -7.4% | 267,653 | -19.4% | 0.00% | 0.0% |
| Q3 2022 | $8,915,000 | +11.8% | 331,924 | +24.5% | 0.00% | 0.0% |
| Q2 2022 | $7,977,000 | -45.6% | 266,510 | -35.5% | 0.00% | 0.0% |
| Q1 2022 | $14,652,000 | -1.1% | 413,211 | +6.1% | 0.00% | 0.0% |
| Q4 2021 | $14,812,000 | +42.4% | 389,485 | +42.6% | 0.00% | 0.0% |
| Q3 2021 | $10,402,000 | +31.8% | 273,149 | +33.9% | 0.00% | 0.0% |
| Q2 2021 | $7,890,000 | +51.5% | 203,982 | +47.3% | 0.00% | – |
| Q1 2021 | $5,208,000 | +30.2% | 138,520 | +30.4% | 0.00% | – |
| Q4 2020 | $4,001,000 | -6.5% | 106,258 | -15.6% | 0.00% | – |
| Q3 2020 | $4,280,000 | +194.4% | 125,950 | +171.7% | 0.00% | – |
| Q2 2020 | $1,454,000 | – | 46,353 | +4635200.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | – | 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% |