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 206 institutions that hold shares in the stock, with a total of 77.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 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
|
$12.2 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
258,862
shares
|
$12 Million
4.1% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
257,226
shares
|
$11.9 Million
4.49% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
250,147
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
240,274
shares
|
$11.1 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
237,925
shares
|
$11 Million
3.95% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
216,744
shares
|
$10 Million
3.34% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
213,444
shares
|
$9.87 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
206,175
shares
|
$9.53 Million
0.02% of portfolio
|
Q2 2025
Added 239.67%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
205,484
shares
|
$9.5 Million
0.4% of portfolio
|
Q2 2025
Added 94.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
187,310
shares
|
$8.66 Million
0.07% of portfolio
|
Q2 2025
Added 20304.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
187,109
shares
|
$8.65 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
|
$8.46 Million
4.29% of portfolio
|
Q2 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
162,632
shares
|
$7.52 Million
5.41% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
153,600
shares
|
$7.1 Million
0.46% of portfolio
|
Q2 2025
Added 454.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
146,174
shares
|
$6.76 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
128,891
shares
|
$5.96 Million
3.17% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
125,321
shares
|
$5.79 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
124,985
shares
|
$5.78 Million
0.23% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
117,386
shares
|
$5.43 Million
2.12% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
111,920
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2025
Added 131.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
108,945
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Added 127.54%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
108,409
shares
|
$5.01 Million
3.66% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
104,898
shares
|
$4.85 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
102,057
shares
|
$4.72 Million
0.06% of portfolio
|
Q2 2025
Added 1.18%
|