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 175 institutions that hold shares in the stock, with a total of 73.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,516,508
shares
|
$790 Million
0.24% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
18,631,245
shares
|
$754 Million
1.51% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,047,797
shares
|
$730 Million
1.67% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,784,114
shares
|
$72.2 Million
0.07% of portfolio
|
Q3 2021
Added 23.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,051,844
shares
|
$42.6 Million
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
907,373
shares
|
$36.7 Million
1.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
615,455
shares
|
$24.9 Million
0.01% of portfolio
|
Q4 2024
Added 89.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
613,201
shares
|
$24.8 Million
0.02% of portfolio
|
Q4 2024
Added 87.31%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
593,044
shares
|
$24 Million
1.33% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
540,201
shares
|
$21.9 Million
3.86% of portfolio
|
Q4 2023
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
457,947
shares
|
$18.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
452,125
shares
|
$18.3 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
424,760
shares
|
$17.2 Million
3.24% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
411,454
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
402,923
shares
|
$16.3 Million
0.03% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
397,824
shares
|
$16.1 Million
1.4% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
363,329
shares
|
$14.7 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
353,881
shares
|
$14.3 Million
7.39% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
341,604
shares
|
$13.8 Million
0.13% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
286,775
shares
|
$11.6 Million
1.36% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
280,841
shares
|
$11.4 Million
1.5% of portfolio
|
Q4 2024
Added 183.39%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
280,758
shares
|
$11.4 Million
1.86% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
279,797
shares
|
$11.3 Million
1.34% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
261,759
shares
|
$10.6 Million
3.31% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
256,068
shares
|
$10.4 Million
0.67% of portfolio
|
Q4 2024
Reduced 15.77%
|