iShares MSCI Intl Momentum FIMTMETF
13F holders, Q1 2024 (March 31)137holders
$39.23avg. 13F price*
At the end of Q1 2024, 137 institutions reported holding iShares MSCI Intl Momentum F (IMTM) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($675.2M), Wealth Enhancement Advisory Services, LLC ($672.9M) and Mercer Global Advisors Inc. ($668.8M).
- Company
- iShares MSCI Intl Momentum F
- CUSIP
- 46434V449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $16.2M |
| Exits | 5 | $1.7M |
Ownership 137 holders
| Envestnet Asset Management Inc. | 0.25% | Add +17.9% | 17,211,365 | $675.2M |
| Wealth Enhancement Advisory Services, LLC | 1.74% | Add +5.6% | 17,153,804 | $672.9M |
| Mercer Global Advisors Inc. | 1.90% | Add +13.9% | 17,049,142 | $668.8M |
| Victory Capital Management Inc. | 0.07% | No change | 1,784,114 | $70.0M |
| BlackRock Inc. | 0.00% | Add +0.9% | 1,045,923 | $41.0M |
| Ritholtz Wealth Management | 1.14% | Add +0.7% | 840,030 | $33.0M |
| Klaas Financial Asset Advisors, LLC | 4.24% | Add +0.2% | 541,482 | $21.2M |
| Acropolis Investment Management, LLC | 1.38% | Reduce -0.5% | 535,647 | $21.0M |
| Apella Capital, LLC | 0.99% | Reduce -0.9% | 505,230 | $19.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +8.9% | 469,331 | $18.4M |
| Atlas Capital Advisors Inc. | 2.77% | Add +17.0% | 450,956 | $17.7M |
| Armbruster Capital Management, Inc. | 3.67% | Reduce -1.0% | 439,989 | $17.3M |
| Raymond James & Associates | 0.01% | Add +81.4% | 430,826 | $16.9M |
| FMR LLC | 0.00% | Add +7.2% | 419,533 | $16.5M |
| UBS Group AG | 0.00% | Add +0.6% | 371,239 | $14.6M |
| Kathmere Capital Management, LLC | 1.54% | Add +4.0% | 343,149 | $13.5M |
| Atwood & Palmer Inc. | 1.01% | Reduce -1.8% | 339,846 | $13.3M |
| Shore Point Advisors, LLC | 7.38% | Add +7.6% | 329,483 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +182.6% | 320,575 | $12.6M |
| Cabot Wealth Management Inc. | 1.60% | Reduce -3.0% | 312,846 | $12.3M |
| Mariner, LLC | 0.02% | Add +10.3% | 296,409 | $11.6M |
| Equitable Holdings, Inc. | 0.12% | Add +6.3% | 271,511 | $10.7M |
| CGC Financial Services, LLC | 5.57% | Reduce -1.1% | 271,311 | $10.6M |
| Segment Wealth Management, LLC | 0.81% | Add +4174.2% | 270,559 | $10.6M |
| Family Capital Trust Co | 3.37% | Add +0.0% | 250,922 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 250,734 | $9.8M |
| Meredith Wealth Planning | 4.85% | Add +0.1% | 221,640 | $8.7M |
| Straight Path Wealth Management | 4.53% | Add +1.5% | 205,652 | $8.1M |
| Clark Capital Management Group, Inc. | 0.05% | New | 168,260 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +443.0% | 147,657 | $5.8M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 142,299 | $5.6M |
| Old Mission Capital LLC | 0.13% | Add +31.6% | 138,985 | $5.5M |
| Morgan Stanley | 0.00% | Reduce -21.7% | 136,637 | $5.4M |
| Opes Wealth Management LLC | 1.11% | Reduce -4.6% | 122,984 | $4.8M |
| Tacita Capital Inc | 3.15% | Add +13.4% | 115,621 | $4.5M |
| MML Investors Services, LLC | 0.02% | Add +273.7% | 112,357 | $4.4M |
| LPL Financial LLC | 0.00% | Add +24.8% | 111,957 | $4.4M |
| 1900 Wealth Management LLC | 0.39% | Reduce -48.2% | 109,626 | $4.3M |
| Great Oak Capital Partners, LLC | 1.74% | Reduce -33.3% | 99,639 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -72.7% | 98,563 | $3.9M |
| Capital Advisors Inc. | 0.08% | Add +0.3% | 91,334 | $3.6M |
| FAS Wealth Partners, Inc. | 0.30% | Reduce -1.5% | 84,993 | $3.3M |
| Occidental Asset Management, LLC | 0.50% | Add +1.3% | 68,606 | $2.7M |
| Unison Advisors LLC | 0.27% | Add +5.3% | 68,574 | $2.7M |
| Shufro Rose & Co. LLC | 0.21% | Add +19.2% | 66,247 | $2.6M |
| Smartleaf Asset Management LLC | 0.47% | Add +112.1% | 61,732 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Add +110.8% | 59,306 | $2.3M |
| Columbus Macro, LLC | 0.82% | Add +0.8% | 55,086 | $2.2M |
| Betterment LLC | 0.00% | Add +3.0% | 46,545 | $1.8M |
| MorganRosel Wealth Management, LLC | 0.64% | Reduce -14.2% | 45,859 | $1.8M |
| Greenwood Capital Associates LLC | 0.22% | New | 42,504 | $1.7M |
| Brickley Wealth Management | 0.38% | No change | 42,248 | $1.7M |
| Southland Equity Partners LLC | 0.45% | Reduce -1.0% | 41,296 | $1.6M |
| National Bank of Canada | 0.00% | New | 38,285 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.1% | 36,150 | $1.4M |
| World Investment Advisors | 0.17% | New | 29,709 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 26,581 | $1.0M |
| Dopkins Wealth Management, LLC | 0.62% | Add +6.8% | 26,266 | $1.0M |
| Professional Financial Advisors, LLC | 0.29% | Reduce -5.9% | 25,528 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.36% | Add +8.1% | 24,273 | $952K |
| Waterloo Capital, L.P. | 0.12% | Add +93.2% | 23,437 | $919K |
| RHS Financial, LLC | 0.52% | Add +84.0% | 22,767 | $893K |
| Ackerman Capital Advisors, LLC | 0.25% | Reduce -1.1% | 22,763 | $893K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 20,997 | $824K |
| Caprock Group, LLC | 0.05% | Add +0.2% | 20,209 | $793K |
| Brown Advisory Inc. | 0.00% | No change | 20,074 | $788K |
| Lanark Financial, Inc. | 0.07% | Add +25.8% | 18,086 | $719K |
| Simplicity Wealth,LLC | 0.02% | New | 16,363 | $642K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.5% | 16,174 | $635K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +111.4% | 14,871 | $583K |
| Cerity Partners LLC | 0.00% | Add +37.5% | 14,041 | $551K |
| Park Avenue Securities LLC | 0.01% | New | 13,989 | $549K |
| Advisory Alpha, LLC | 0.02% | No change | 13,003 | $510K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -13.3% | 12,964 | $509K |
| Financial Partners Group, Inc | 0.08% | New | 12,893 | $506K |
| Bell Investment Advisors, Inc | 0.10% | Reduce -1.1% | 12,531 | $492K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 11,519 | $452K |
| Comerica Bank | 0.00% | Add +45.5% | 11,167 | $438K |
| Sowell Financial Services LLC | 0.02% | New | 11,023 | $432K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -47.6% | 10,782 | $423K |
| SpiderRock Advisors, LLC | 0.01% | — | 10,808 | $416K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.0% | 10,572 | $415K |
| HighTower Advisors, LLC | 0.00% | Reduce -35.2% | 10,167 | $399K |
| Lodestone Wealth Management LLC | 0.20% | No change | 9,602 | $377K |
| QRG Capital Management, Inc. | 0.00% | New | 9,579 | $376K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -2.2% | 9,237 | $362K |
| Private Capital Management LLC | 0.08% | Add +21.2% | 9,041 | $355K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -11.9% | 8,806 | $345K |
| Franklin Resources Inc. | 0.00% | New | 8,361 | $328K |
| Ade, LLC | 0.22% | No change | 8,216 | $322K |
| M&T Bank Corp | 0.00% | No change | 7,643 | $300K |
| Qube Research & Technologies Ltd | 0.00% | Add +1214.7% | 7,625 | $299K |
| Strategic Blueprint, LLC | 0.02% | No change | 7,396 | $290K |
| Seed Wealth Management, Inc. | 0.27% | No change | 7,400 | $287K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,325 | $248K |
| Guerra Pan Advisors, LLC | 0.23% | Reduce -2.6% | 6,287 | $247K |
| LexAurum Advisors, LLC | 0.06% | Reduce -1.0% | 6,132 | $241K |
| Weaver Consulting Group | 0.08% | New | 5,625 | $221K |
| Oxinas Partners, LLC | 0.14% | New | 5,589 | $219K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 4,085 | $160K |
| Morling Financial Advisors, LLC | 0.08% | New | 3,414 | $134K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +389.9% | 3,307 | $130K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,535 | $98K |
| Global Wealth Strategies & Associates | 0.04% | New | 2,450 | $96K |
| US Bancorp \de | 0.00% | Add +0.1% | 2,176 | $85K |
| UMB Bank, n.a. | 0.00% | No change | 2,100 | $82K |
| Motco | 0.00% | No change | 1,923 | $75K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,750 | $69K |
| Glassman Wealth Services | 0.01% | New | 1,627 | $64K |
| Principal Securities, Inc. | 0.00% | Reduce -1.9% | 1,625 | $64K |
| Element Wealth, LLC | 0.03% | No change | 1,376 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +147.4% | 1,059 | $42K |
| Smithfield Trust Co | 0.00% | Reduce -16.5% | 1,015 | $40K |
| Bank of Montreal | 0.00% | New | 994 | $39K |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.8% | 957 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 834 | $33K |
| Mather Group, Llc. | 0.00% | New | 729 | $25K |
| Studio Investment Management LLC | 0.01% | New | 567 | $22K |
| Valley National Advisers Inc. | 0.00% | No change | 547 | $21K |
| Clear Investment Research, LLC | 0.03% | Add +13.6% | 525 | $21K |
| Toronto Dominion Bank | 0.00% | New | 491 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 455 | $18K |
| Parkside Financial Bank & Trust | 0.00% | No change | 405 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 394 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 389 | $15K |
| First Personal Financial Services | 0.00% | New | 371 | $15K |
| Castleview Partners, LLC | 0.01% | Add +7.3% | 339 | $13K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 241 | $9K |
| American Capital Advisory, LLC | 0.01% | Add +882.1% | 275 | $9K |
| Ballast Advisors LLC | 0.00% | New | 225 | $9K |
| Penserra Capital Management LLC | 0.00% | New | 199 | $7K |
| Aspire Private Capital, LLC | 0.00% | New | 127 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 103 | $4K |
| Assetmark, Inc. | 0.00% | New | 89 | $3K |
| Cwm, LLC | 0.00% | No change | 85 | $3K |
| Gradient Investments LLC | 0.00% | No change | 53 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 7 | $263 |
"% of holder's portfolio" is IMTM's weight in each manager's 13F, not the share of iShares MSCI Intl Momentum F the manager owns.