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iShares MSCI Intl Momentum Factor ETF (IMTM) Institutional Ownership

iShares MSCI Intl Momentum Factor ETF logo
$45.14 +0.06 (+0.12%)
As of 09:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$411.68M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$278.45M
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IMTM Institutional Buying and Selling by Quarter

iShares MSCI Intl Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025Janney Montgomery Scott LLC372,969$17.04M0.0%+4.5%0.547%
7/17/2025Venture Visionary Partners LLC12,168$556K0.0%N/A0.018%
7/17/2025Fifth Third Securities Inc.50,581$2.31M0.2%+2.7%0.074%
7/17/2025Lazari Capital Management Inc.5,232$239K0.1%-9.5%0.008%
7/17/2025Symmetry Partners LLC389,319$17.79M2.2%+13.6%0.571%
7/16/2025 Meredith Wealth Planning237,925$10.87M3.9%+4.0%0.349%
7/16/2025 Kathmere Capital Management LLC407,253$18.61M1.4%+1.0%0.597%
7/15/2025 Great Oak Capital Partners LLC14,556$653K0.2%-31.9%0.021%
7/15/2025 Financial Partners Group Inc93,644$4.28M0.6%+228.2%0.137%
7/14/2025 Occidental Asset Management LLC91,744$4.19M0.6%-1.3%0.135%
7/14/2025 Financial Enhancement Group LLC54,797$2.46M0.4%-1.1%0.080%
7/14/2025 Acropolis Investment Management LLC601,479$27.48M1.5%+1.0%0.882%
7/14/2025 Sweeney & Michel LLC4,986$224K0.1%N/A0.007%
7/14/2025 Southland Equity Partners LLC37,860$1.73M0.4%-1.4%0.056%
7/14/2025 Park Avenue Securities LLC28,863$1.32M0.0%N/A0.042%
7/11/2025 Farther Finance Advisors LLC1,123$51K0.0%+959.4%0.002%
7/10/2025 Klaas Financial Asset Advisors LLC284,903$13.02M2.1%+0.4%0.423%
7/10/2025 NorthCrest Asset Manangement LLC64,062$2.90M0.1%+4.0%0.095%
7/10/2025 Wealth Enhancement Advisory Services LLC18,286,649$828.75M1.4%+3.7%27.132%
7/10/2025 Professional Financial Advisors LLC27,709$1.27M0.3%+1.9%0.041%
7/10/2025 Focus Financial Network Inc.124,985$5.71M0.2%+1.8%0.185%
7/9/2025 Shore Point Advisors LLC355,848$16.26M7.8%+1.1%0.528%
7/8/2025 Atwood & Palmer Inc.240,274$10.98M0.7%-1.5%0.356%
7/8/2025 Apella Capital LLC295,661$13.33M0.4%-14.2%0.439%
5/16/2025Jones Financial Companies Lllp17,903$715K0.0%N/A0.029%
5/16/2025AQR Capital Management LLC5,598$224K0.0%N/A0.009%
5/15/2025Focus Partners Advisor Solutions LLC52,577$2.10M0.0%+25.5%0.085%
5/15/2025Royal Bank of Canada48,409$1.93M0.0%+25.1%0.078%
5/14/2025Arizona PSPRS Trust65,744$2.63M0.1%+977.8%0.106%
5/14/2025Comerica Bank12,191$487K0.0%+2.5%0.020%
5/14/2025Smartleaf Asset Management LLC909$36K0.0%N/A0.001%
5/14/2025Northwestern Mutual Wealth Management Co.604,935$24.16M0.0%-1.3%0.973%
5/14/2025Flow Traders U.S. LLC164,802$6.58M0.3%+1,133.3%0.265%
5/13/2025Tacita Capital Inc105,665$4.22M3.0%-0.9%0.170%
5/13/2025Kovitz Investment Group Partners LLC5,765$230K0.0%N/A0.009%
5/13/2025Callan Family Office LLC24,425$976K0.1%N/A0.039%
5/13/2025HighTower Advisors LLC9,111$364K0.0%-7.3%0.015%
5/12/2025SouthState Corp18,323$732K0.0%N/A0.029%
5/12/2025Atlas Capital Advisors Inc.268,712$10.73M1.3%-6.3%0.432%
5/12/2025National Bank of Canada FI32,368$1.29M0.0%-52.0%0.052%
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5/8/2025Shufro Rose & Co. LLC76,889$3.07M0.2%+0.4%0.124%
5/8/2025Harbour Investments Inc.8,206$328K0.0%+5.2%0.013%
5/8/2025 Meredith Wealth Planning228,883$9.14M4.0%-0.9%0.368%
5/7/2025Vantage Financial Partners LLC51,576$2.06M0.5%+75.2%0.083%
5/7/2025LPL Financial LLC176,194$7.04M0.0%+4.9%0.283%
5/7/2025Valued Retirements Inc.30,803$1.23M1.6%+31.7%0.050%
5/6/2025Assetmark Inc.1,641$66K0.0%+66.3%0.003%
5/6/2025Cetera Investment Advisers60,698$2.42M0.0%-1.4%0.098%
5/6/2025Unison Advisors LLC84,152$3.36M0.4%+2.6%0.135%
5/6/2025Opes Wealth Management LLC125,381$5.01M1.0%+2.8%0.202%
5/6/2025Venturi Wealth Management LLC155,254$6.20M0.3%N/A0.250%
5/6/2025 Financial Partners Group Inc28,532$1.14M0.2%+56.9%0.046%
5/5/2025IFP Advisors Inc15,940$637K0.0%+529.0%0.026%
5/5/2025FAS Wealth Partners Inc.83,774$3.35M0.3%-0.7%0.135%
5/5/2025Private Advisor Group LLC17,818$712K0.0%N/A0.029%
5/2/2025Archvest Wealth Advisors Inc.162,632$6.50M5.4%+8.9%0.261%
5/1/2025 Kathmere Capital Management LLC403,329$16.11M1.4%+1.4%0.648%
5/1/2025Fifth Third Securities Inc.49,247$1.97M0.2%+474.5%0.079%
4/30/2025Stratos Wealth Advisors LLC28,103$1.12M0.1%+99.8%0.046%
4/29/2025Capital Advisors Inc. OK19,173$766K0.0%-3.3%0.031%
4/29/2025Envestnet Asset Management Inc.17,945,369$716.74M0.2%-8.1%29.179%
4/29/2025Capital Investment Advisory Services LLC22,887$914K0.1%+143.1%0.037%
4/29/2025Strategic Blueprint LLC13,972$558K0.0%+4.6%0.023%
4/28/2025Straight Path Wealth Management247,398$9.88M4.0%+5.4%0.402%
4/28/2025 Oregon Pacific Wealth Management LLC5,971$238K0.2%N/A0.010%
4/25/2025Family Capital Trust Co260,737$10.41M3.7%-0.4%0.424%
4/25/2025MorganRosel Wealth Management LLC54,967$2.20M0.7%+4.8%0.089%
4/24/2025Golden State Wealth Management LLC932$37K0.0%N/A0.002%
4/24/2025 Shore Point Advisors LLC352,091$14.06M7.4%-0.5%0.573%
4/24/2025 Klaas Financial Asset Advisors LLC283,648$11.33M2.0%+1.0%0.461%
4/23/2025Creative Financial Designs Inc. ADV22,767$909K0.1%+7.5%0.037%
4/23/2025Sequoia Financial Advisors LLC351,651$14.05M0.1%-22.2%0.572%
4/23/2025Golden State Wealth Management LLC1,864$74K0.0%N/A0.003%
4/23/2025 Financial Enhancement Group LLC55,426$2.27M0.4%N/A0.090%
4/23/2025Symmetry Partners LLC342,831$13.69M1.9%+22.1%0.557%
4/23/2025Lazari Capital Management Inc.5,782$231K0.1%-18.5%0.009%
4/22/2025Dopkins Wealth Management LLC52,578$2.10M1.1%+25.5%0.085%
4/22/2025Veridan Wealth LLC117,386$4.69M2.1%-0.4%0.191%
4/22/2025 World Equity Group Inc.8,779$351K0.1%N/A0.014%
4/22/2025Cabot Wealth Management Inc.284,675$11.37M1.4%+1.7%0.463%
4/22/2025Segment Wealth Management LLC214,182$8.55M0.6%+1.6%0.348%
4/21/2025Blue Trust Inc.2,260$90K0.0%N/A0.004%
4/21/2025Envestnet Portfolio Solutions Inc.7,783$311K0.0%-49.8%0.013%
4/18/2025Financial Freedom LLC125,789$5.02M2.9%+3.5%0.205%
4/17/2025Stephens Consulting LLC2,515$100K0.0%-85.2%0.004%
4/17/2025Janney Montgomery Scott LLC356,951$14.26M0.0%-1.8%0.580%
4/17/2025Columbus Macro LLC68,199$2.72M0.4%-1.7%0.111%
4/17/20251900 Wealth Management LLC84,226$3.36M0.3%-1.5%0.137%
4/17/2025 Acropolis Investment Management LLC595,567$23.79M1.4%+0.4%0.968%
4/17/2025RHS Financial LLC64,997$2.60M1.5%+7.1%0.106%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
4/17/2025Ritholtz Wealth Management1,199,058$47.89M1.4%+32.1%1.950%
4/16/2025Armbruster Capital Management Inc.435,527$17.40M3.5%+2.5%0.708%
4/16/2025 Wealth Enhancement Advisory Services LLC17,625,999$703.98M1.3%-10.4%28.660%
4/16/2025 NorthCrest Asset Manangement LLC61,588$2.46M0.1%+69.4%0.100%
4/15/2025 Focus Financial Network Inc.122,802$4.91M0.2%-1.4%0.200%
4/15/2025 Atwood & Palmer Inc.243,931$9.74M0.7%-4.7%0.397%
4/14/2025CGC Financial Services LLC221,489$8.85M3.5%-4.8%0.360%
4/11/2025Impact Capital Partners LLC85,294$3.41M1.2%+20.3%0.139%
4/10/2025 Apella Capital LLC344,465$13.32M0.5%-24.8%0.560%
4/7/2025Benchmark Wealth Management LLC9,803$392K0.2%N/A0.016%
(Data available from 1/1/2016 forward)

IMTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMTM shares?

During the previous two years, 168 institutional investors and hedge funds held shares of iShares MSCI Intl Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($828.75M), Envestnet Asset Management Inc. ($716.74M), Mercer Global Advisors Inc. ADV ($674.99M), Ritholtz Wealth Management ($47.89M), Acropolis Investment Management LLC ($27.48M), Northwestern Mutual Wealth Management Co. ($24.16M), and Ameriprise Financial Inc. ($23.02M).Learn more on iShares MSCI Intl Momentum Factor ETF's institutional investors.

Which institutional investors have been buying iShares MSCI Intl Momentum Factor ETF's stock?

Of the 151 institutional investors that purchased iShares MSCI Intl Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($16.93M), Envestnet Asset Management Inc. ($3.93M), Mercer Global Advisors Inc. ADV ($2.65M), Janney Montgomery Scott LLC ($913.75K), Adroit Compliance LLC ($540.20K), Sequoia Financial Advisors LLC ($452.13K), and Ritholtz Wealth Management ($419.13K).

How much institutional buying is happening at iShares MSCI Intl Momentum Factor ETF?

Institutional investors have bought a total of 10,530,859 shares in the last 24 months. This purchase volume represents approximately $411.13M in transactions.

Which of iShares MSCI Intl Momentum Factor ETF's major shareholders have been selling company stock?

Of the 61 institutional investors that sold iShares MSCI Intl Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($2.04M), Envestnet Asset Management Inc. ($1.57M), Mercer Global Advisors Inc. ADV ($1.44M), JPMorgan Chase & Co. ($685.72K), Apella Capital LLC ($250.33K), Sequoia Financial Advisors LLC ($100.47K), and Atwood & Palmer Inc. ($97.34K).

How much institutional selling is happening at iShares MSCI Intl Momentum Factor ETF?

Institutional investors have sold a total of 7,078,784 shares in the last 24 months. This volume of shares sold represents approximately $278.45M in transactions.



This page (NYSEARCA:IMTM) was last updated on 7/18/2025 by MarketBeat.com Staff
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