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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
19,396
shares
|
$742,478
0.65% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
19,102
shares
|
$731,224
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
16,716
shares
|
$639,888
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,599
shares
|
$635,409
0.02% of portfolio
|
Q4 2023
Reduced 5.13%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
16,328
shares
|
$625,035
0.02% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
15,414
shares
|
$590,047
0.0% of portfolio
|
Q3 2024
Added 28.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,220
shares
|
$582,621
0.0% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,572
shares
|
$557,816
0.01% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,552
shares
|
$518,770
0.14% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
13,003
shares
|
$497,754
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
12,772
shares
|
$488,912
0.03% of portfolio
|
Q2 2024
Added 38.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,155
shares
|
$465,293
0.0% of portfolio
|
Q3 2024
Reduced 85.73%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,153
shares
|
$465,216
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
12,128
shares
|
$464,259
0.0% of portfolio
|
Q3 2024
Reduced 98.26%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
11,938
shares
|
$456,986
0.21% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,861
shares
|
$454,039
0.03% of portfolio
|
Q3 2024
Added 81.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,105
shares
|
$425,099
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,384
shares
|
$397,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
9,900
shares
|
$378,972
0.32% of portfolio
|
Q2 2024
Added 33.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,453
shares
|
$361,860
0.0% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
9,436
shares
|
$361,210
0.0% of portfolio
|
Q3 2024
Added 108.48%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
8,546
shares
|
$327,140
0.03% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,242
shares
|
$315,503
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,004
shares
|
$306,393
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$306,240
0.01% of portfolio
|
Q3 2024
New holding
|