ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download | ||||||
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% |