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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,052
shares
|
$266,227
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
5,971
shares
|
$262,664
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,782
shares
|
$254,350
0.09% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,769
shares
|
$253,778
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,765
shares
|
$253,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,598
shares
|
$246,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
5,460
shares
|
$240,185
0.07% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,834
shares
|
$212,647
0.0% of portfolio
|
Q1 2025
Added 32.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,815
shares
|
$167,821
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,953
shares
|
$129,902
0.01% of portfolio
|
Q4 2024
Added 190.94%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
2,650
shares
|
$116,573
0.03% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,516
shares
|
$110,678
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,515
shares
|
$110,634
0.03% of portfolio
|
Q1 2025
Reduced 85.24%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
2,263
shares
|
$99,549
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,260
shares
|
$99,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,116
shares
|
$93,082
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,100
shares
|
$92,379
0.0% of portfolio
|
Q4 2022
Reduced 83.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,946
shares
|
$85,604
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,942
shares
|
$85,428
0.03% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,923
shares
|
$84,592
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,896
shares
|
$83,405
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,830
shares
|
$80,501
0.0% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,752
shares
|
$77,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,641
shares
|
$72,187
0.0% of portfolio
|
Q1 2025
Added 66.26%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
943
shares
|
$41,482
0.02% of portfolio
|
Q4 2024
Reduced 2.88%
|