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 170 institutions that hold shares in the stock, with a total of 73.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
234,741
shares
|
$9.53 Million
3.86% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
232,626
shares
|
$9.44 Million
3.47% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
230,933
shares
|
$9.38 Million
3.85% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
210,902
shares
|
$8.56 Million
0.56% of portfolio
|
Q4 2024
Reduced 20.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
206,431
shares
|
$8.38 Million
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
187,194
shares
|
$7.6 Million
0.0% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
176,547
shares
|
$7.17 Million
0.0% of portfolio
|
Q4 2024
Added 1355.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
167,934
shares
|
$6.82 Million
0.0% of portfolio
|
Q4 2024
Added 36.24%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
149,291
shares
|
$6.06 Million
4.07% of portfolio
|
Q4 2024
Added 637.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
124,484
shares
|
$5.05 Million
0.19% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
121,947
shares
|
$4.95 Million
0.94% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
121,544
shares
|
$4.93 Million
2.4% of portfolio
|
Q4 2024
Added 28.78%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
117,839
shares
|
$4.78 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
106,629
shares
|
$4.33 Million
3.25% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
85,495
shares
|
$3.47 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
83,509
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
82,988
shares
|
$3.37 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
81,980
shares
|
$3.33 Million
0.39% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
77,591
shares
|
$3.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
71,234
shares
|
$2.89 Million
0.23% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
70,916
shares
|
$2.88 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
70,797
shares
|
$2.87 Million
0.42% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
69,403
shares
|
$2.82 Million
0.37% of portfolio
|
Q4 2024
Added 26.48%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
67,379
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
61,578
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Added 8.03%
|