Institutional Ownership Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,487,399
shares
|
$746 Million
1.72% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,629,698
shares
|
$713 Million
1.69% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,479,471
shares
|
$707 Million
0.25% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,784,114
shares
|
$68.3 Million
0.07% of portfolio
|
Q3 2021
Added 23.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,051,844
shares
|
$40.3 Million
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
868,032
shares
|
$33.2 Million
1.07% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
569,367
shares
|
$21.8 Million
1.39% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
545,994
shares
|
$20.9 Million
0.92% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
540,201
shares
|
$20.7 Million
3.86% of portfolio
|
Q4 2023
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
415,543
shares
|
$15.9 Million
3.35% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
386,072
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
382,053
shares
|
$14.6 Million
1.52% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
358,816
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
352,355
shares
|
$13.5 Million
2.17% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
339,125
shares
|
$13 Million
7.59% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
327,373
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 411.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
325,418
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
310,878
shares
|
$11.9 Million
0.13% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
303,996
shares
|
$11.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
285,894
shares
|
$10.9 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
279,738
shares
|
$10.7 Million
1.97% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
264,264
shares
|
$10.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
250,451
shares
|
$9.59 Million
3.25% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
239,003
shares
|
$9.15 Million
3.87% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
225,842
shares
|
$8.65 Million
4.38% of portfolio
|
Q3 2024
Added 3.89%
|