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 |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
220,213
shares
|
$8.43 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
206,431
shares
|
$7.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
187,194
shares
|
$7.17 Million
0.0% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
123,266
shares
|
$4.72 Million
0.0% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
123,210
shares
|
$4.72 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
119,512
shares
|
$4.57 Million
0.94% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
116,877
shares
|
$4.47 Million
3.43% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
99,099
shares
|
$3.79 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
94,379
shares
|
$3.61 Million
2.02% of portfolio
|
Q3 2024
Added 152.16%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
86,339
shares
|
$3.31 Million
0.32% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
82,988
shares
|
$3.18 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
77,852
shares
|
$2.98 Million
0.38% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
77,796
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2024
Added 127.21%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
71,234
shares
|
$2.73 Million
0.23% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
69,399
shares
|
$2.66 Million
0.45% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
69,348
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
68,408
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 75.86%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
60,910
shares
|
$2.33 Million
0.21% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
57,002
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 64.24%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
55,015
shares
|
$2.11 Million
1.15% of portfolio
|
Q3 2024
Added 82.38%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
54,872
shares
|
$2.1 Million
0.81% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
48,827
shares
|
$1.87 Million
0.68% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
48,151
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,636
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
45,716
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 40.02%
|