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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
43,185
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
42,617
shares
|
$1.97 Million
2.2% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
41,775
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
40,700
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 38.09%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
40,612
shares
|
$1.88 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
37,860
shares
|
$1.75 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
36,110
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 102.66%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,480
shares
|
$1.5 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
31,629
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Added 98.43%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
31,278
shares
|
$1.45 Million
0.55% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,561
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2025
Added 33.53%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
28,863
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
27,892
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 196.22%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
27,709
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
27,141
shares
|
$1.25 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
24,425
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
23,983
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 208.15%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
22,866
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
22,824
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
21,670
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
19,223
shares
|
$888,871
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
19,219
shares
|
$888,686
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
19,102
shares
|
$883,276
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,057
shares
|
$881,195
0.02% of portfolio
|
Q2 2025
Added 132.23%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
18,036
shares
|
$833,984
0.4% of portfolio
|
Q2 2025
Reduced 37.75%
|