ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 103 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,761,537 | +4.9% | 55,957 | +10.6% | 0.17% | +8.5% |
| Q2 2023 | $1,679,500 | +27.7% | 50,587 | +24.3% | 0.15% | +25.4% |
| Q1 2023 | $1,315,496 | +168.3% | 40,704 | +156.0% | 0.12% | +197.6% |
| Q4 2022 | $490,246 | +41.7% | 15,902 | +23.4% | 0.04% | +17.1% |
| Q3 2022 | $346,000 | +38.4% | 12,891 | +54.2% | 0.04% | +59.1% |
| Q2 2022 | $250,000 | +2.5% | 8,359 | +21.5% | 0.02% | +15.8% |
| Q1 2022 | $244,000 | – | 6,881 | – | 0.02% | – |
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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% |