ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 101 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,330 | -5.2% | 1,027 | 0.0% | 0.00% | – |
| Q2 2023 | $34,096 | +2.7% | 1,027 | 0.0% | 0.00% | – |
| Q1 2023 | $33,192 | +4.8% | 1,027 | 0.0% | 0.00% | – |
| Q4 2022 | $31,662 | +216.6% | 1,027 | +170.3% | 0.00% | – |
| Q3 2022 | $10,000 | 0.0% | 380 | +40.2% | 0.00% | – |
| Q1 2022 | $10,000 | +233.3% | 271 | +256.6% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -90.0% | 76 | -90.3% | 0.00% | – |
| Q2 2021 | $30,000 | +900.0% | 785 | +762.6% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | – | 91 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 295,761 | $9,118,319 | 7.85% |
| Shore Point Advisors, LLC | 262,556 | $8,094,610 | 6.66% |
| Straight Path Wealth Management | 162,714 | $5,016,468 | 4.81% |
| Klaas Financial Asset Advisors, LLC | 495,879 | $15,287,950 | 3.80% |
| Armbruster Capital Management, Inc. | 421,610 | $12,998,236 | 3.37% |
| Tacita Capital Inc | 99,595 | $3,071 | 2.30% |
| ATLAS CAPITAL ADVISORS LLC | 362,032 | $11,161,446 | 1.88% |
| MERCER GLOBAL ADVISORS INC /ADV | 11,865,940 | $365,827 | 1.83% |
| Kathmere Capital Management, LLC | 586,471 | $18,529,500 | 1.59% |
| CABOT WEALTH MANAGEMENT INC | 302,190 | $9,317 | 1.57% |