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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,103
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Added 99.75%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
27,700
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
27,197
shares
|
$1.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
26,875
shares
|
$1.18 Million
0.33% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
24,425
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
22,887
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 143.09%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
22,767
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
21,379
shares
|
$940,462
0.26% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
19,920
shares
|
$876,280
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
19,173
shares
|
$843,420
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
19,102
shares
|
$840,296
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
18,323
shares
|
$806,028
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
17,903
shares
|
$787,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,818
shares
|
$783,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
16,716
shares
|
$735,336
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,599
shares
|
$730,190
0.02% of portfolio
|
Q4 2023
Reduced 5.13%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
16,293
shares
|
$716,729
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
15,940
shares
|
$701,200
0.02% of portfolio
|
Q1 2025
Added 529.04%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
15,836
shares
|
$696,625
0.43% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,105
shares
|
$664,468
0.12% of portfolio
|
Q2 2024
Reduced 18.25%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,572
shares
|
$641,022
0.01% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,379
shares
|
$632,532
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,972
shares
|
$614,628
0.03% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
13,626
shares
|
$599,407
0.03% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
13,069
shares
|
$574,905
0.14% of portfolio
|
Q1 2025
Reduced 0.27%
|