ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $930 | -6.5% | 29,546 | -1.4% | 0.01% | 0.0% |
Q2 2023 | $995 | +0.8% | 29,971 | -1.9% | 0.01% | -28.6% |
Q1 2023 | $987 | +2.6% | 30,536 | -2.1% | 0.01% | +16.7% |
Q4 2022 | $962 | -99.9% | 31,200 | -7.8% | 0.01% | -14.3% |
Q3 2022 | $909,000 | -10.5% | 33,837 | -0.3% | 0.01% | -12.5% |
Q2 2022 | $1,016,000 | -14.0% | 33,930 | +1.9% | 0.01% | 0.0% |
Q1 2022 | $1,181,000 | -10.1% | 33,296 | -3.6% | 0.01% | -11.1% |
Q4 2021 | $1,313,000 | +32.2% | 34,530 | +32.4% | 0.01% | +12.5% |
Q3 2021 | $993,000 | +117.8% | 26,080 | +121.2% | 0.01% | +100.0% |
Q2 2021 | $456,000 | +16.0% | 11,792 | +12.8% | 0.00% | 0.0% |
Q1 2021 | $393,000 | – | 10,454 | – | 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% |