CAPITAL ADVISORS INC/OK - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPITAL ADVISORS INC/OK ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,129,472
-8.9%
99,411
-4.0%
0.08%
-5.7%
Q2 2023$3,437,078
+1.3%
103,526
-1.4%
0.09%
-4.4%
Q1 2023$3,393,907
+9.3%
105,013
+4.2%
0.09%
+3.4%
Q4 2022$3,105,755
+12.2%
100,738
-1.8%
0.09%
+2.3%
Q3 2022$2,768,000
-15.5%
102,606
-6.2%
0.09%
-12.2%
Q2 2022$3,275,000
-17.0%
109,413
-1.7%
0.10%
-9.3%
Q1 2022$3,945,000
-37.4%
111,260
-32.8%
0.11%
-36.1%
Q4 2021$6,298,000
-6.2%
165,612
-6.1%
0.17%
-15.5%
Q3 2021$6,716,000
-2.8%
176,374
-1.3%
0.20%
-3.4%
Q2 2021$6,909,000
+8.6%
178,624
+5.5%
0.21%
-0.5%
Q1 2021$6,364,000
+15.9%
169,253
+16.1%
0.21%
+6.1%
Q4 2020$5,491,000
+14.3%
145,834
+3.1%
0.20%
+0.5%
Q3 2020$4,805,000
+9.1%
141,410
+8.3%
0.20%
+6.6%
Q2 2020$4,405,000
+4.2%
130,518
-18.3%
0.18%
-20.1%
Q1 2020$4,227,000
-20.7%
159,756
-6.6%
0.23%
-0.9%
Q4 2019$5,333,000
+17.2%
171,099
+11.6%
0.23%
+2.7%
Q3 2019$4,552,0000.0%153,2780.0%0.22%0.0%
Q2 2019$4,552,000
+1879.1%
153,278
+1803.6%
0.22%
+800.0%
Q1 2019$230,000
-95.1%
8,052
-95.6%
0.02%
-91.8%
Q4 2018$4,705,000
-12.7%
183,775
+3.8%
0.31%
-4.7%
Q3 2018$5,391,000
-3.2%
176,989
-5.7%
0.32%
-4.2%
Q2 2018$5,569,000
+823.5%
187,754
+852.3%
0.34%
+830.6%
Q1 2018$603,00019,7150.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 149,650$5,634,0005.92%
Klaas Financial Asset Advisors, LLC 614,104$23,122,0004.99%
1900 WEALTH MANAGEMENT LLC 1,057,509$39,816,0004.65%
IronBridge Private Wealth, LLC 135,300$5,094,0003.76%
ATWOOD & PALMER INC 910,544$34,282,0003.68%
Armbruster Capital Management, Inc. 286,458$10,785,0003.62%
ATLAS CAPITAL ADVISORS LLC 283,932$10,690,039,0002.25%
MorganRosel Wealth Management, LLC 82,064$3,090,0002.17%
Kathmere Capital Management, LLC 249,617$9,398,0002.02%
Smart Money Group LLC 62,719$2,361,0001.99%
View complete list of ISHARES TR shareholders