ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
---|---|---|---|
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% |