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 162 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,487,399
shares
|
$764 Million
1.72% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
18,631,245
shares
|
$731 Million
1.51% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,479,471
shares
|
$725 Million
0.25% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,784,114
shares
|
$70 Million
0.07% of portfolio
|
Q3 2021
Added 23.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,051,844
shares
|
$41.2 Million
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
907,373
shares
|
$35.6 Million
1.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
593,044
shares
|
$23.3 Million
1.33% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
540,201
shares
|
$21.2 Million
3.86% of portfolio
|
Q4 2023
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
457,947
shares
|
$18 Million
0.67% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
424,760
shares
|
$16.7 Million
3.24% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
397,824
shares
|
$15.6 Million
1.4% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
386,072
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
363,329
shares
|
$14.2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
358,816
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
353,881
shares
|
$13.9 Million
7.39% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
352,355
shares
|
$13.8 Million
2.17% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
327,373
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Added 411.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
325,418
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
310,878
shares
|
$12.2 Million
0.13% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
285,894
shares
|
$11.2 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
280,758
shares
|
$11 Million
1.86% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
261,759
shares
|
$10.3 Million
3.31% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
256,068
shares
|
$10 Million
0.67% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
232,626
shares
|
$9.12 Million
3.47% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
230,933
shares
|
$9.05 Million
3.85% of portfolio
|
Q4 2024
Added 4.87%
|