CLEAR INVESTMENT RESEARCH, LLC IMTM ISHARES TR

Ownership history in CLEAR INVESTMENT RESEARCH, LLC  ·  14 quarters on record

AI Ownership Summary

CLEAR INVESTMENT RESEARCH, LLC reported ISHARES TR (IMTM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows IMTM at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLEAR INVESTMENT RESEARCH, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMTM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLEAR INVESTMENT RESEARCH, LLC held IMTM — position size vs. price
% of Fund (quarterly)    IMTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 636 +31 +5.1% 0.05% $31K 2026-05-04 $51.01
2025 Q3 ADDED 605 +7 +1.2% 0.04% $29K 2025-11-07 $46.17
2025 Q2 ADDED 598 +35 +6.2% 0.03% $27K 2025-08-04 $43.89
2025 Q1 ADDED 563 +1 +0.2% 0.03% $22K 2025-05-09 $41.05
2024 Q4 ADDED 562 +17 +3.1% 0.03% $21K 2025-02-11 $38.12
2024 Q3 ADDED 545 +9 +1.7% 0.03% $22K 2024-11-12 $36.18
2024 Q2 ADDED 536 +11 +2.1% 0.03% $21K 2024-08-08 $34.75
2024 Q1 ADDED 525 +63 +13.6% 0.03% $21K 2024-05-02 $35.29
2023 Q4 ADDED 462 +29 +6.7% 0.02% $16K 2024-02-12 $33.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CLEAR INVESTMENT RESEARCH, LLC and IMTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLEAR INVESTMENT RESEARCH, LLC reported owning IMTM?

CLEAR INVESTMENT RESEARCH, LLC reported IMTM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IMTM position in CLEAR INVESTMENT RESEARCH, LLC's portfolio?

The largest reported portfolio weight for IMTM was 0.05% in 2026 Q1.

What is the latest reported IMTM position on this page?

The most recent filing on this page is 2026 Q1, when CLEAR INVESTMENT RESEARCH, LLC reported 636 shares, equal to 0.05% of portfolio, with an estimated market value of $31K.

What does the chart on this IMTM ownership page compare?

The chart compares CLEAR INVESTMENT RESEARCH, LLC's quarterly IMTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CLEAR INVESTMENT RESEARCH, LLC time their IMTM position?

Based on 13F filing dates vs. subsequent IMTM price moves, CLEAR INVESTMENT RESEARCH, LLC correctly timed 11 out of 13 reported position changes (85%). The annualised alpha on IMTM relative to SPY over the holding period was +2.8%.

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