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 209 institutions that hold shares in the stock, with a total of 78.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
263,120
shares
|
$12.5 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
262,336
shares
|
$12.5 Million
4.27% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
257,226
shares
|
$12.2 Million
4.49% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
254,986
shares
|
$12.1 Million
0.29% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
250,147
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
242,912
shares
|
$11.5 Million
0.41% of portfolio
|
Q3 2025
Added 94.35%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
239,136
shares
|
$11.4 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
233,961
shares
|
$11.1 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
212,740
shares
|
$10.1 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
207,175
shares
|
$9.84 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
206,175
shares
|
$9.79 Million
0.02% of portfolio
|
Q2 2025
Added 239.67%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
205,484
shares
|
$9.76 Million
0.4% of portfolio
|
Q2 2025
Added 94.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
187,310
shares
|
$8.9 Million
0.07% of portfolio
|
Q2 2025
Added 20304.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
187,109
shares
|
$8.89 Million
0.12% of portfolio
|
Q2 2025
Added 250.94%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
182,858
shares
|
$8.68 Million
4.29% of portfolio
|
Q2 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
162,632
shares
|
$7.72 Million
5.41% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
153,600
shares
|
$7.29 Million
0.46% of portfolio
|
Q2 2025
Added 454.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
147,540
shares
|
$7.01 Million
0.36% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
140,697
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2025
Added 25.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
138,446
shares
|
$6.57 Million
0.01% of portfolio
|
Q2 2025
Added 124.28%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
128,891
shares
|
$6.12 Million
3.17% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
125,402
shares
|
$5.96 Million
0.78% of portfolio
|
Q3 2025
Added 33.91%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
125,321
shares
|
$5.95 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
117,386
shares
|
$5.57 Million
2.12% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
108,945
shares
|
$5.17 Million
0.01% of portfolio
|
Q2 2025
Added 127.54%
|