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 |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
225,842
shares
|
$8.86 Million
4.38% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
210,902
shares
|
$8.27 Million
0.56% of portfolio
|
Q4 2024
Reduced 20.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
206,431
shares
|
$8.09 Million
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
187,194
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
149,291
shares
|
$5.85 Million
4.07% of portfolio
|
Q4 2024
Added 637.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
124,484
shares
|
$4.88 Million
0.19% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
123,266
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
121,947
shares
|
$4.78 Million
0.94% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
121,544
shares
|
$4.77 Million
2.4% of portfolio
|
Q4 2024
Added 28.78%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
116,877
shares
|
$4.58 Million
3.43% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
99,099
shares
|
$3.89 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
85,495
shares
|
$3.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
82,988
shares
|
$3.25 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
77,852
shares
|
$3.05 Million
0.38% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
77,796
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2024
Added 127.21%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
71,234
shares
|
$2.79 Million
0.23% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
70,797
shares
|
$2.78 Million
0.42% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
69,403
shares
|
$2.72 Million
0.37% of portfolio
|
Q4 2024
Added 26.48%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
68,408
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 75.86%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
60,910
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
60,705
shares
|
$2.38 Million
1.21% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
57,002
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 64.24%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
48,827
shares
|
$1.91 Million
0.68% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
48,151
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,636
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|