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 189 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
6,438
shares
|
$295,375
0.16% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,376
shares
|
$292,530
0.14% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,325
shares
|
$290,191
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
6,287
shares
|
$288,447
0.2% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
6,052
shares
|
$277,665
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
5,908
shares
|
$271,059
0.26% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,769
shares
|
$264,681
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,765
shares
|
$264,498
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,598
shares
|
$256,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
5,460
shares
|
$250,504
0.07% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
5,232
shares
|
$240,044
0.09% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
5,133
shares
|
$235,502
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,986
shares
|
$228,757
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,834
shares
|
$221,783
0.0% of portfolio
|
Q1 2025
Added 32.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,815
shares
|
$175,032
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,953
shares
|
$135,483
0.01% of portfolio
|
Q4 2024
Added 190.94%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,650
shares
|
$121,582
0.03% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,516
shares
|
$115,434
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,515
shares
|
$115,388
0.03% of portfolio
|
Q1 2025
Reduced 85.24%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,263
shares
|
$103,826
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,116
shares
|
$97,082
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,100
shares
|
$96,348
0.0% of portfolio
|
Q4 2022
Reduced 83.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,946
shares
|
$89,282
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,942
shares
|
$89,098
0.03% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,923
shares
|
$88,227
0.01% of portfolio
|
Q4 2021
New holding
|