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 183 institutions that hold shares in the stock, with a total of 72.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
247,398
shares
|
$10.9 Million
4.53% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
243,931
shares
|
$10.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
228,883
shares
|
$10.1 Million
4.03% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
221,489
shares
|
$9.74 Million
3.5% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
214,182
shares
|
$9.42 Million
0.6% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
176,194
shares
|
$7.75 Million
0.0% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
164,802
shares
|
$7.25 Million
0.28% of portfolio
|
Q1 2025
Added 1133.27%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
163,743
shares
|
$7.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
162,632
shares
|
$7.15 Million
5.41% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
155,254
shares
|
$6.83 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
125,789
shares
|
$5.53 Million
2.89% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
125,381
shares
|
$5.52 Million
1.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
122,802
shares
|
$5.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
117,386
shares
|
$5.16 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
105,847
shares
|
$4.66 Million
0.34% of portfolio
|
Q4 2024
Added 360.16%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
105,665
shares
|
$4.65 Million
3.47% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
100,869
shares
|
$4.44 Million
0.05% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
92,996
shares
|
$4.09 Million
0.57% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
89,187
shares
|
$3.92 Million
0.01% of portfolio
|
Q1 2025
Added 1699.94%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
85,294
shares
|
$3.75 Million
1.23% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
84,226
shares
|
$3.71 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
84,152
shares
|
$3.7 Million
0.43% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
83,774
shares
|
$3.69 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
76,889
shares
|
$3.38 Million
0.28% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
68,199
shares
|
$3 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.73%
|