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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
48,548
shares
|
$2.35 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
48,547
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
47,803
shares
|
$2.31 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
42,617
shares
|
$2.06 Million
2.2% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
42,341
shares
|
$2.05 Million
0.18% of portfolio
|
Q3 2025
Added 38.55%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
41,030
shares
|
$1.98 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
40,612
shares
|
$1.96 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
40,586
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
37,539
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2025
Added 95.28%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
35,544
shares
|
$1.72 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
34,519
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
32,838
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
32,637
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,480
shares
|
$1.57 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
30,591
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
29,768
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
28,213
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 91.63%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
25,817
shares
|
$1.25 Million
0.61% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
22,994
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 229.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,155
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 404.33%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
22,131
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
21,670
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
20,985
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
20,786
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Reduced 58.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
19,754
shares
|
$954,315
0.0% of portfolio
|
Q3 2025
Added 74.66%
|
|