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 167 institutions that hold shares in the stock, with a total of 72.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
48,151
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,636
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
45,738
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
45,041
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 59.65%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
41,889
shares
|
$1.66 Million
0.83% of portfolio
|
Q4 2024
Added 115.97%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
40,612
shares
|
$1.61 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
39,379
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
38,488
shares
|
$1.52 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
38,101
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
35,303
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
34,932
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 30.93%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,480
shares
|
$1.28 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
29,440
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
27,900
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 27.98%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,338
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
26,147
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
25,819
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
24,339
shares
|
$962,364
0.03% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
23,389
shares
|
$924,801
1.18% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
23,002
shares
|
$909,499
0.12% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
22,346
shares
|
$883,560
0.48% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
21,379
shares
|
$845,325
0.26% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
21,180
shares
|
$837,457
0.07% of portfolio
|
Q4 2024
Reduced 65.23%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
20,074
shares
|
$793,725
0.0% of portfolio
|
Q3 2022
Reduced 1.43%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
19,823
shares
|
$783,801
0.02% of portfolio
|
Q4 2024
Reduced 71.42%
|