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 |
|---|---|---|---|---|---|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
108,409
shares
|
$5.15 Million
3.66% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
104,898
shares
|
$4.98 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
102,057
shares
|
$4.85 Million
0.06% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
91,744
shares
|
$4.36 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
|
$4.32 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
88,674
shares
|
$4.21 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
|
$4.06 Million
1.28% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
84,214
shares
|
$4 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
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
80,161
shares
|
$3.81 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
76,499
shares
|
$3.63 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
73,431
shares
|
$3.49 Million
1.9% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
66,682
shares
|
$3.17 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
64,062
shares
|
$3.04 Million
0.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
63,321
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
61,165
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2025
Added 88.97%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
56,409
shares
|
$2.68 Million
0.74% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
55,297
shares
|
$2.63 Million
0.14% of portfolio
|
Q2 2025
Added 96.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
53,225
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
52,694
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
52,631
shares
|
$2.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
48,548
shares
|
$2.31 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
48,438
shares
|
$2.3 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
45,349
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
43,185
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|