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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
93,644
shares
|
$4.33 Million
0.62% of portfolio
|
Q2 2025
Added 228.21%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
91,744
shares
|
$4.24 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
91,045
shares
|
$4.21 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
88,674
shares
|
$4.1 Million
0.49% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
85,439
shares
|
$3.95 Million
1.28% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
84,214
shares
|
$3.89 Million
0.31% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
84,086
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
83,713
shares
|
$3.87 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
76,499
shares
|
$3.54 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
67,301
shares
|
$3.11 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
64,062
shares
|
$2.96 Million
0.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
63,359
shares
|
$2.93 Million
1.72% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
63,321
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
61,729
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.79%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
61,165
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Added 88.97%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
55,657
shares
|
$2.57 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
55,365
shares
|
$2.56 Million
0.73% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
55,297
shares
|
$2.56 Million
0.14% of portfolio
|
Q2 2025
Added 96.77%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
54,797
shares
|
$2.53 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
53,225
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.85%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
52,695
shares
|
$2.44 Million
1.13% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
52,694
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
50,581
shares
|
$2.34 Million
0.18% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
48,438
shares
|
$2.24 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
45,349
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
New holding
|