ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,058 | +1.7% | 14,264,864 | +7.3% | 1.70% | -2.7% |
| Q2 2023 | $441,423 | +7.0% | 13,295,882 | +4.1% | 1.75% | -6.5% |
| Q1 2023 | $412,597 | +12.8% | 12,766,417 | +7.6% | 1.87% | +2.3% |
| Q4 2022 | $365,827 | -99.9% | 11,865,940 | +6.0% | 1.83% | +2.6% |
| Q3 2022 | $300,695,000 | -1.1% | 11,194,907 | +10.2% | 1.78% | -4.1% |
| Q2 2022 | $303,991,000 | +23.0% | 10,156,702 | +45.7% | 1.86% | +27.8% |
| Q1 2022 | $247,186,000 | +3.9% | 6,970,854 | +11.4% | 1.46% | -0.9% |
| Q4 2021 | $237,899,000 | +18.1% | 6,255,557 | +18.3% | 1.47% | +4.4% |
| Q3 2021 | $201,404,000 | +10.9% | 5,288,979 | +12.6% | 1.41% | +0.7% |
| Q2 2021 | $181,654,000 | +8.0% | 4,696,325 | +5.0% | 1.40% | -8.6% |
| Q1 2021 | $168,132,000 | +8.7% | 4,471,585 | +8.8% | 1.53% | -20.9% |
| Q4 2020 | $154,742,000 | +18.2% | 4,110,014 | +6.6% | 1.93% | -1.9% |
| Q3 2020 | $130,960,000 | +13.9% | 3,854,039 | +5.1% | 1.97% | -5.7% |
| Q2 2020 | $115,018,000 | +62.0% | 3,666,499 | +36.6% | 2.09% | +33.6% |
| Q1 2020 | $71,009,000 | +6.5% | 2,683,651 | +25.4% | 1.56% | +17.3% |
| Q4 2019 | $66,691,000 | +34.4% | 2,139,575 | +26.7% | 1.33% | +14.1% |
| Q3 2019 | $49,621,000 | +30.6% | 1,688,945 | +32.1% | 1.17% | +15.9% |
| Q2 2019 | $37,986,000 | +5.9% | 1,278,980 | -2.3% | 1.01% | +30.6% |
| Q1 2019 | $35,886,000 | – | 1,309,756 | – | 0.77% | – |
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% |