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 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
272,718
shares
|
$13.2 Million
3.5% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
263,120
shares
|
$12.7 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
262,336
shares
|
$12.7 Million
4.27% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
254,986
shares
|
$12.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
247,212
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2025
Added 126.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
242,912
shares
|
$11.7 Million
0.41% of portfolio
|
Q3 2025
Added 94.35%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
239,136
shares
|
$11.6 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
233,961
shares
|
$11.3 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
224,073
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
212,740
shares
|
$10.3 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
207,175
shares
|
$10 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
205,593
shares
|
$9.93 Million
0.13% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
196,671
shares
|
$9.5 Million
4.54% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
185,789
shares
|
$8.98 Million
0.01% of portfolio
|
Q3 2025
Added 34.2%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
177,922
shares
|
$8.6 Million
7.75% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
162,611
shares
|
$7.86 Million
0.0% of portfolio
|
Q2 2025
Added 659.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
159,425
shares
|
$7.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
147,540
shares
|
$7.13 Million
0.36% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
143,011
shares
|
$6.91 Million
0.58% of portfolio
|
Q3 2025
Added 36.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
140,697
shares
|
$6.8 Million
0.01% of portfolio
|
Q3 2025
Added 25.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
130,949
shares
|
$6.33 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
130,798
shares
|
$6.32 Million
3.12% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
126,745
shares
|
$6.12 Million
1.07% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
125,402
shares
|
$6.06 Million
0.78% of portfolio
|
Q3 2025
Added 33.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
120,956
shares
|
$5.84 Million
0.01% of portfolio
|
Q3 2025
Added 97.75%
|
|