iShares MSCI Intl Momentum FIMTMETF
13F holders, Q3 2024 (September 30)151holders −3
19new positions
18sold out
1famous investor
$40.30avg. 13F price*
At the end of Q3 2024, 151 institutions reported holding iShares MSCI Intl Momentum F (IMTM) in their 13F filings, down 3 from Q2 2024. 19 opened new positions and 18 sold out. The largest holders were Mercer Global Advisors Inc. ($781.7M), Wealth Enhancement Advisory Services, LLC ($752.3M) and Envestnet Asset Management Inc. ($746.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Intl Momentum F
- CUSIP
- 46434V449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $13.1M |
| Exits | 18 | $43.9M |
All 13F filers, Q2 2024 → Q3 2024: 3,489,099 shares bought and 2,477,294 shares sold, net +1,011,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Mercer Global Advisors Inc. | 1.83% | Add +7.1% | 19,487,399 | $781.7M |
| Wealth Enhancement Advisory Services, LLC | 1.62% | Add +4.1% | 18,629,698 | $752.3M |
| Envestnet Asset Management Inc. | 0.24% | Add +1.8% | 18,479,471 | $746.2M |
| Victory Capital Management Inc. | 0.07% | No change | 1,784,114 | $72.0M |
| BlackRock, Inc. | 0.00% | — | 1,063,671 | $43.0M |
| Ritholtz Wealth Management | 1.06% | Add +3.2% | 868,032 | $35.1M |
| Acropolis Investment Management, LLC | 1.36% | Add +1.0% | 569,367 | $23.0M |
| Apella Capital, LLC | 0.90% | Add +3.8% | 545,994 | $21.8M |
| FMR LLC | 0.00% | Add +10.3% | 486,796 | $19.7M |
| Armbruster Capital Management, Inc. | 3.34% | Reduce -7.3% | 415,543 | $16.8M |
| UBS Group AG | 0.00% | Add +0.8% | 386,072 | $15.6M |
| Kathmere Capital Management, LLC | 1.45% | Add +4.4% | 382,053 | $15.4M |
| Mariner, LLC | 0.03% | Add +8.3% | 358,816 | $14.5M |
| Atlas Capital Advisors Inc. | 2.18% | Reduce -5.0% | 352,355 | $14.2M |
| Shore Point Advisors, LLC | 7.33% | Add +0.3% | 339,125 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +411.1% | 327,373 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Add +4.9% | 325,418 | $13.1M |
| Equitable Holdings, Inc. | 0.12% | Add +8.3% | 310,878 | $12.6M |
| Atwood & Palmer Inc. | 0.83% | Reduce -10.0% | 303,996 | $12.3M |
| Cabot Wealth Management Inc. | 1.44% | Reduce -0.8% | 285,894 | $11.5M |
| Klaas Financial Asset Advisors, LLC | 1.96% | Add +1.5% | 279,738 | $11.3M |
| Segment Wealth Management, LLC | 0.73% | Reduce -2.1% | 264,264 | $10.7M |
| Family Capital Trust Co | 3.25% | Reduce -0.1% | 250,451 | $10.1M |
| CGC Financial Services, LLC | 3.87% | Reduce -7.8% | 239,003 | $9.7M |
| Straight Path Wealth Management | 3.93% | Add +3.9% | 225,842 | $9.1M |
| Meredith Wealth Planning | 4.24% | Reduce -0.6% | 220,213 | $8.9M |
| Morgan Stanley | 0.00% | Add +3.1% | 206,431 | $8.3M |
| Bank of America Corp. | 0.00% | Add +13.2% | 187,194 | $7.6M |
| LPL Financial LLC | 0.00% | Add +9.3% | 123,266 | $5.0M |
| Focus Financial Network, Inc. | 0.20% | New | 123,210 | $5.0M |
| Opes Wealth Management LLC | 0.93% | Add +0.4% | 119,512 | $4.8M |
| Tacita Capital Inc | 3.08% | Reduce -1.5% | 116,877 | $4.7M |
| Symmetry Partners, LLC | 0.95% | New | 99,099 | $4.0M |
| Financial Freedom, LLC | 2.02% | Add +152.2% | 94,379 | $3.8M |
| 1900 Wealth Management LLC | 0.30% | Reduce -1.1% | 86,339 | $3.5M |
| FAS Wealth Partners, Inc. | 0.27% | Reduce -2.1% | 82,988 | $3.4M |
| Unison Advisors LLC | 0.38% | Add +2.8% | 77,852 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +127.2% | 77,796 | $3.1M |
| Occidental Asset Management, LLC | 0.45% | Add +0.1% | 69,399 | $2.8M |
| Capital Advisors Inc. | 0.06% | Reduce -23.3% | 69,348 | $2.8M |
| National Bank of Canada | 0.00% | Add +75.9% | 68,408 | $2.8M |
| Shufro Rose & Co. LLC | 0.22% | No change | 71,234 | $2.8M |
| Creative Financial Designs Inc. | 0.21% | Add +10.4% | 60,910 | $2.5M |
| Cetera Investment Advisers | 0.01% | Reduce -64.2% | 57,002 | $2.3M |
| RHS Financial, LLC | 1.12% | Add +82.4% | 55,015 | $2.2M |
| Columbus Macro, LLC | 0.80% | Add +1.7% | 54,872 | $2.2M |
| MorganRosel Wealth Management, LLC | 0.65% | Add +2.4% | 48,827 | $2.0M |
| World Investment Advisors | 0.06% | Add +4.4% | 48,151 | $1.9M |
| Betterment LLC | 0.00% | Reduce -6.8% | 46,636 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.0% | 45,716 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -59.6% | 45,041 | $1.8M |
| Brickley Wealth Management | 0.33% | Reduce -3.9% | 40,612 | $1.6M |
| Southland Equity Partners LLC | 0.38% | Reduce -4.7% | 38,762 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 38,101 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 37,495 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -85.1% | 35,303 | $1.4M |
| Greenwood Capital Associates LLC | 0.19% | Reduce -7.7% | 35,283 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +30.9% | 34,932 | $1.4M |
| Simplicity Wealth,LLC | 0.13% | Add +95.3% | 34,150 | $1.4M |
| Financial Partners Group, Inc | 0.17% | Add +23.1% | 28,883 | $1.2M |
| Professional Financial Advisors, LLC | 0.28% | Add +2.7% | 27,175 | $1.1M |
| Great Oak Capital Partners, LLC | 0.38% | Reduce -29.6% | 27,616 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.35% | Add +1.3% | 25,819 | $1.0M |
| G&S Capital LLC | 0.42% | Reduce -6.0% | 24,718 | $998K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +19.9% | 24,339 | $983K |
| Vise Technologies, Inc. | 0.12% | Add +18.9% | 23,002 | $929K |
| Valued Retirements, Inc. | 1.25% | Add +101.6% | 22,384 | $904K |
| Empire Life Investments Inc. | 0.05% | Add +395.4% | 21,800 | $880K |
| Ariadne Wealth Management, LP | 0.48% | Reduce -4.5% | 22,346 | $878K |
| Vantage Financial Partners, LLC | 0.21% | Add +73.0% | 21,349 | $862K |
| Archvest Wealth Advisors, Inc. | 0.52% | New | 20,253 | $818K |
| Brown Advisory Inc. | 0.00% | No change | 20,074 | $811K |
| Qube Research & Technologies Ltd | 0.00% | Add +139.4% | 19,736 | $797K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +187.3% | 19,540 | $789K |
| Dopkins Wealth Management, LLC | 0.63% | Reduce -27.3% | 19,396 | $783K |
| Caprock Group, LLC | 0.02% | Reduce -6.7% | 16,328 | $659K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +28.2% | 15,414 | $622K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.0% | 15,220 | $615K |
| SpiderRock Advisors, LLC | 0.01% | Add +14.8% | 14,572 | $588K |
| Ackerman Capital Advisors, LLC | 0.14% | Reduce -2.6% | 13,552 | $547K |
| Advisory Alpha, LLC | 0.02% | No change | 13,003 | $525K |
| Jane Street Group, LLC | 0.00% | Reduce -85.7% | 12,155 | $491K |
| Comerica Bank | 0.00% | Add +8.8% | 12,153 | $491K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.3% | 12,128 | $490K |
| Lazari Capital Management, Inc. | 0.21% | Reduce -8.1% | 11,938 | $482K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -7.0% | 11,877 | $480K |
| Strategic Blueprint, LLC | 0.03% | Add +81.7% | 11,861 | $479K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.5% | 11,105 | $448K |
| AQR Capital Management | 0.00% | New | 10,384 | $419K |
| Seed Wealth Management, Inc. | 0.32% | No change | 9,900 | $400K |
| HighTower Advisors, LLC | 0.00% | Add +9.3% | 9,453 | $381K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +108.5% | 9,436 | $379K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -5.0% | 8,546 | $345K |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 8,242 | $333K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.1% | 8,004 | $323K |
| Snowden Capital Advisors LLC | 0.01% | New | 8,000 | $323K |
| Cerity Partners LLC | 0.00% | Reduce -24.4% | 7,734 | $312K |
| Creative Planning | 0.00% | Add +9.6% | 7,662 | $309K |
| Bell Investment Advisors, Inc | 0.06% | Reduce -38.4% | 7,652 | $309K |
| M&T Bank Corp | 0.00% | No change | 7,643 | $309K |
| Private Capital Management LLC | 0.06% | Add +2.1% | 7,545 | $305K |
| Ade, LLC | 0.18% | Reduce -6.9% | 7,326 | $296K |
| QRG Capital Management, Inc. | 0.00% | Reduce -25.6% | 6,924 | $280K |
| TKG Advisors, LLC | 0.13% | New | 6,493 | $262K |
| Lodestone Wealth Management LLC | 0.13% | Reduce -15.2% | 6,373 | $257K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,325 | $255K |
| Guerra Pan Advisors, LLC | 0.20% | No change | 6,287 | $254K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.8% | 6,219 | $251K |
| Harbour Investments, Inc. | 0.01% | Add +187.4% | 5,914 | $239K |
| WealthCare Investment Partners, LLC | 0.10% | No change | 6,052 | $238K |
| Principal Securities, Inc. | 0.01% | Add +159.9% | 5,738 | $232K |
| Weaver Consulting Group | 0.07% | No change | 5,625 | $227K |
| World Equity Group, Inc. | 0.08% | New | 5,575 | $225K |
| LexAurum Advisors, LLC | 0.05% | Reduce -17.1% | 5,410 | $218K |
| Osaic Holdings, Inc. | 0.00% | Add +6.0% | 4,943 | $200K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,794 | $153K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.8% | 3,534 | $143K |
| Toronto Dominion Bank | 0.00% | New | 3,525 | $142K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,516 | $102K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,535 | $101K |
| Global Wealth Strategies & Associates | 0.03% | No change | 2,450 | $99K |
| FWL Investment Management, LLC | 0.03% | New | 2,116 | $85K |
| UMB Bank, n.a. | 0.00% | No change | 2,100 | $85K |
| Motco | 0.01% | No change | 1,923 | $78K |
| US Bancorp \de | 0.00% | Reduce -22.1% | 1,706 | $69K |
| Glassman Wealth Services | 0.01% | No change | 1,627 | $66K |
| Element Wealth, LLC | 0.03% | No change | 1,379 | $56K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,265 | $51K |
| CoreCap Advisors, LLC | 0.00% | New | 1,025 | $41K |
| Assetmark, Inc. | 0.00% | New | 1,007 | $41K |
| Bank of Montreal | 0.00% | Reduce -74.6% | 994 | $40K |
| Smithfield Trust Co | 0.00% | No change | 1,015 | $40K |
| American Capital Advisory, LLC | 0.02% | Add +3367.9% | 971 | $39K |
| Bfsg, LLC | 0.00% | New | 653 | $26K |
| Clear Investment Research, LLC | 0.03% | Add +1.7% | 545 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | New | 532 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 455 | $18K |
| Lanark Financial, Inc. | 0.00% | Reduce -97.2% | 427 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 405 | $16K |
| Allworth Financial LP | 0.00% | No change | 390 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -16.5% | 329 | $13K |
| Mather Group, Llc. | 0.00% | Reduce -56.4% | 318 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 250 | $10K |
| Aspire Private Capital, LLC | 0.00% | No change | 127 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 104 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -87.0% | 79 | $3K |
| Cwm, LLC | 0.00% | Reduce -83.1% | 85 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 50 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 41 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | New | 23 | $929 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $40 |
"% 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.