ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,517,632 | -10.3% | 143,508 | -5.4% | 0.00% | – |
| Q2 2023 | $5,034,979 | +0.0% | 151,656 | -2.6% | 0.00% | -100.0% |
| Q1 2023 | $5,034,768 | -29.0% | 155,784 | -32.2% | 0.00% | 0.0% |
| Q4 2022 | $7,088,526 | +21.9% | 229,923 | +6.2% | 0.00% | 0.0% |
| Q3 2022 | $5,817,000 | -3.0% | 216,565 | +8.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000,000 | +16.0% | 200,476 | +37.4% | 0.00% | 0.0% |
| Q1 2022 | $5,174,000 | +1.9% | 145,898 | +9.2% | 0.00% | 0.0% |
| Q4 2021 | $5,079,000 | -3.1% | 133,563 | -2.9% | 0.00% | 0.0% |
| Q3 2021 | $5,240,000 | +18.2% | 137,596 | +20.0% | 0.00% | 0.0% |
| Q2 2021 | $4,434,000 | +21.4% | 114,621 | +18.0% | 0.00% | 0.0% |
| Q1 2021 | $3,653,000 | +14.2% | 97,145 | +14.3% | 0.00% | – |
| Q4 2020 | $3,200,000 | +56.2% | 84,991 | +41.0% | 0.00% | – |
| Q3 2020 | $2,048,000 | +17.1% | 60,259 | +8.1% | 0.00% | – |
| Q2 2020 | $1,749,000 | +19.1% | 55,761 | +0.5% | 0.00% | – |
| Q1 2020 | $1,468,000 | +46.5% | 55,487 | +72.6% | 0.00% | – |
| Q4 2019 | $1,002,000 | +56.6% | 32,143 | +47.5% | 0.00% | – |
| Q3 2019 | $640,000 | -6.7% | 21,790 | -5.7% | 0.00% | – |
| Q2 2019 | $686,000 | -22.5% | 23,111 | -25.4% | 0.00% | – |
| Q1 2019 | $885,000 | -79.8% | 30,961 | -81.9% | 0.00% | -100.0% |
| Q4 2018 | $4,378,000 | -14.7% | 171,000 | +1.5% | 0.00% | 0.0% |
| Q3 2018 | $5,130,000 | -8.6% | 168,413 | -11.0% | 0.00% | -50.0% |
| Q2 2018 | $5,611,000 | +719.1% | 189,162 | +745.2% | 0.00% | – |
| Q1 2018 | $685,000 | -63.2% | 22,382 | -63.3% | 0.00% | -100.0% |
| Q4 2017 | $1,859,000 | -5.2% | 60,940 | -6.3% | 0.00% | 0.0% |
| Q3 2017 | $1,962,000 | -13.2% | 65,070 | -19.0% | 0.00% | 0.0% |
| Q2 2017 | $2,260,000 | -62.4% | 80,355 | -63.8% | 0.00% | 0.0% |
| Q1 2017 | $6,010,000 | +107.4% | 222,158 | +90.3% | 0.00% | – |
| Q4 2016 | $2,898,000 | +103.5% | 116,770 | +116.1% | 0.00% | – |
| Q3 2016 | $1,424,000 | +38.7% | 54,025 | +36.8% | 0.00% | – |
| Q2 2016 | $1,027,000 | +27.1% | 39,506 | +22.8% | 0.00% | – |
| Q1 2016 | $808,000 | – | 32,175 | – | 0.00% | – |
Download | ||||||
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% |