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 224 institutions that hold shares in the stock, with a total of 63.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
109,634
shares
|
$5.3 Million
3.64% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
107,309
shares
|
$5.18 Million
1.77% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
106,076
shares
|
$5.12 Million
0.06% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
94,133
shares
|
$4.55 Million
0.56% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
89,932
shares
|
$4.34 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
89,410
shares
|
$4.32 Million
1.27% of portfolio
|
Q4 2025
Added 3.12%
|
|
|
Unison Advisors LLC
|
Jan 20, 2026 Q4 2025 |
87,368
shares
|
$4.22 Million
0.47% of portfolio
|
Q4 2025
Added 5.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
84,692
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.92%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
83,234
shares
|
$4.02 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
81,439
shares
|
$3.93 Million
0.15% of portfolio
|
Q3 2025
Reduced 60.37%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
80,421
shares
|
$3.89 Million
0.09% of portfolio
|
Q4 2025
Added 16.8%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
80,359
shares
|
$3.88 Million
0.27% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
75,912
shares
|
$3.67 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
73,912
shares
|
$3.57 Million
1.86% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
71,499
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
68,716
shares
|
$3.32 Million
0.39% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
64,134
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
63,865
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2025
Reduced 51.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
62,354
shares
|
$3.01 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
61,751
shares
|
$2.98 Million
0.16% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
56,409
shares
|
$2.73 Million
0.74% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
56,049
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Added 23.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
53,517
shares
|
$2.59 Million
0.2% of portfolio
|
Q4 2025
Added 26.4%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 23, 2026 Q4 2025 |
52,710
shares
|
$2.55 Million
0.39% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
52,024
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.13%
|
|