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 176 institutions that hold shares in the stock, with a total of 71.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,516,508
shares
|
$801 Million
0.24% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,047,797
shares
|
$740 Million
1.67% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,625,999
shares
|
$723 Million
1.44% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,784,114
shares
|
$73.2 Million
0.07% of portfolio
|
Q3 2021
Added 23.43%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,199,058
shares
|
$49.2 Million
1.45% of portfolio
|
Q1 2025
Added 32.15%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,051,844
shares
|
$43.1 Million
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
615,455
shares
|
$25.2 Million
0.01% of portfolio
|
Q4 2024
Added 89.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
613,201
shares
|
$25.2 Million
0.02% of portfolio
|
Q4 2024
Added 87.31%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
595,567
shares
|
$24.4 Million
1.43% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
540,201
shares
|
$22.2 Million
3.86% of portfolio
|
Q4 2023
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
435,527
shares
|
$17.9 Million
3.48% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
411,454
shares
|
$16.9 Million
0.0% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
402,923
shares
|
$16.5 Million
0.03% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
397,824
shares
|
$16.3 Million
1.4% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
356,951
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
353,881
shares
|
$14.5 Million
7.39% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
351,651
shares
|
$14.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
344,465
shares
|
$14.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
342,831
shares
|
$14.1 Million
1.91% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
341,604
shares
|
$14 Million
0.13% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
286,775
shares
|
$11.8 Million
1.36% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
284,675
shares
|
$11.7 Million
1.46% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
280,758
shares
|
$11.5 Million
1.86% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
261,759
shares
|
$10.7 Million
3.31% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
243,931
shares
|
$10 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.74%
|