iShares MSCI Intl Momentum FIMTMETF

13F holders, Q4 2024 (December 31)
164holders +13
21new positions
12sold out
1famous investor
$37.40avg. 13F price*

At the end of Q4 2024, 164 institutions reported holding iShares MSCI Intl Momentum F (IMTM) in their 13F filings, up 13 from Q3 2024. 21 opened new positions and 12 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($735.4M), Envestnet Asset Management Inc. ($729.9M) and Mercer Global Advisors Inc. ($675.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares MSCI Intl Momentum F
CUSIP
46434V449
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 137Q1 2024Q2 2024: 154Q2 2024Q3 2024: 151Q3 2024Q4 2024: 164Q4 2024Q1 2025: 168Q1 2025Q2 2025: 192Q2 2025Q3 2025: 206Q3 2025Q4 2025: 228Q4 2025Q1 2026: 232Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$41.8M
Exits12$8.2M

All 13F filers, Q3 2024 → Q4 2024: 5,060,392 shares bought and 2,060,005 shares sold, net +3,000,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

Wealth Enhancement Advisory Services, LLC 1.41% Add +5.5% 19,664,249 $735.4M
Envestnet Asset Management Inc. 0.23% Add +5.6% 19,516,508 $729.9M
Mercer Global Advisors Inc. 1.65% Reduce -7.4% 18,047,797 $675.0M
Victory Capital Management Inc. 0.07% No change 1,784,114 $66.7M
BlackRock, Inc. 0.00% Reduce -0.7% 1,056,700 $39.5M
Ritholtz Wealth Management 1.00% Add +4.5% 907,373 $33.9M
Ameriprise Financial Inc. 0.01% Add +89.1% 615,455 $23.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +87.3% 613,201 $22.9M
Acropolis Investment Management, LLC 1.31% Add +4.2% 593,044 $22.2M
FMR LLC 0.00% Add +14.8% 558,936 $20.9M
Apella Capital, LLC 0.66% Reduce -16.1% 457,947 $17.1M
Sequoia Financial Advisors, LLC 0.16% New 452,125 $16.9M
Armbruster Capital Management, Inc. 3.23% Add +2.2% 424,760 $15.9M
UBS Group AG 0.00% Add +6.6% 411,454 $15.4M
Mariner, LLC 0.03% Add +12.3% 402,923 $15.1M
Kathmere Capital Management, LLC 1.34% Add +4.1% 397,824 $14.9M
Janney Montgomery Scott LLC 0.04% New 363,329 $13.6M
Shore Point Advisors, LLC 7.12% Add +4.3% 353,881 $13.2M
Equitable Holdings, Inc. 0.12% Add +9.9% 341,604 $12.8M
Atlas Capital Advisors Inc. 1.37% Reduce -18.6% 286,775 $10.7M
Symmetry Partners, LLC 1.49% Add +183.4% 280,841 $10.5M
Klaas Financial Asset Advisors, LLC 1.85% Add +0.4% 280,758 $10.5M
Cabot Wealth Management Inc. 1.33% Reduce -2.1% 279,797 $10.5M
Family Capital Trust Co 3.32% Add +4.5% 261,759 $9.8M
Atwood & Palmer Inc. 0.66% Reduce -15.8% 256,068 $9.6M
Straight Path Wealth Management 3.47% Add +3.9% 234,741 $8.8M
CGC Financial Services, LLC 3.47% Reduce -2.7% 232,626 $8.7M
Meredith Wealth Planning 3.85% Add +4.9% 230,933 $8.6M
Morgan Stanley 0.00% Add +2.6% 211,852 $7.9M
Segment Wealth Management, LLC 0.54% Reduce -20.2% 210,902 $7.9M
Bank of America Corp. 0.00% Reduce -0.9% 185,427 $6.9M
JPMorgan Chase & Co. 0.00% Add +1355.7% 176,547 $6.6M
LPL Financial LLC 0.00% Add +36.2% 167,934 $6.3M
Archvest Wealth Advisors, Inc. 4.05% Add +637.1% 149,291 $5.6M
Focus Financial Network, Inc. 0.19% Add +1.0% 124,484 $4.7M
Veridan Wealth LLC 2.14% — 117,839 $4.6M
Opes Wealth Management LLC 0.94% Add +2.0% 121,947 $4.6M
Financial Freedom, LLC 2.40% Add +28.8% 121,544 $4.5M
Jane Street Group, LLC 0.01% Add +842.1% 114,512 $4.3M
Tacita Capital Inc 2.85% Reduce -8.8% 106,629 $4.0M
Vise Technologies, Inc. 0.33% Add +360.2% 105,847 $4.0M
Citadel Advisors 0.00% New 103,100 $3.9M
Great Valley Advisor Group, Inc. 0.07% Add +131.7% 88,277 $3.3M
1900 Wealth Management LLC 0.27% Reduce -1.0% 85,495 $3.2M
FAS Wealth Partners, Inc. 0.27% Add +1.6% 84,346 $3.2M
Susquehanna International Group, LLP 0.00% New 83,509 $3.1M
Unison Advisors LLC 0.36% Add +5.3% 81,980 $3.1M
Atria Investments, Inc 0.04% Reduce -0.3% 77,591 $2.9M
Shufro Rose & Co. LLC 0.22% Add +7.5% 76,599 $2.9M
Impact Capital Partners LLC 0.94% — 70,916 $2.7M
Occidental Asset Management, LLC 0.41% Add +2.0% 70,797 $2.6M
Columbus Macro, LLC 0.36% Add +26.5% 69,403 $2.6M
National Bank of Canada 0.00% Reduce -1.5% 67,379 $2.5M
Cetera Investment Advisers 0.00% Add +8.0% 61,578 $2.3M
RHS Financial, LLC 1.17% Add +10.3% 60,705 $2.3M
MorganRosel Wealth Management, LLC 0.64% Add +7.4% 52,443 $2.0M
MML Investors Services, LLC 0.01% Add +11.2% 50,084 $1.9M
Betterment LLC 0.00% Add +5.8% 49,345 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +0.1% 45,738 $1.7M
Dopkins Wealth Management, LLC 0.80% Add +116.0% 41,889 $1.6M
Focus Partners Advisor Solutions, LLC 0.03% Add +19.9% 41,888 $1.6M
Brickley Wealth Management 0.31% No change 40,612 $1.5M
Goldman Sachs Group Inc. 0.00% New 39,379 $1.5M
Royal Bank of Canada 0.00% Add +9.6% 38,692 $1.4M
Southland Equity Partners LLC 0.34% Reduce -0.7% 38,488 $1.4M
Osaic Holdings, Inc. 0.00% Add +670.5% 38,085 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Add +49.4% 36,360 $1.4M
Ariadne Wealth Management, LP 0.53% Add +29.6% 28,972 $1.2M
Vantage Financial Partners, LLC 0.28% Add +37.9% 29,440 $1.1M
Empire Life Investments Inc. 0.07% Add +28.0% 27,900 $1.0M
Professional Financial Advisors, LLC 0.26% Add +0.6% 27,338 $1.0M
Glass Jacobson Investment Advisors llc 0.33% Add +4.1% 26,875 $1.0M
Raymond James Financial Inc. 0.00% — 26,147 $978K
Valued Retirements, Inc. 1.18% Add +4.5% 23,389 $875K
Great Oak Capital Partners, LLC 0.26% Reduce -22.6% 21,379 $792K
Creative Financial Designs Inc. 0.06% Reduce -65.2% 21,180 $792K
Brown Advisory Inc. 0.00% No change 20,074 $751K
Capital Advisors Inc. 0.01% Reduce -71.4% 19,823 $741K
GTS Securities LLC 0.03% New 18,376 $687K
Financial Partners Group, Inc 0.10% Reduce -37.0% 18,190 $680K
Stephens Consulting, LLC 0.16% New 17,035 $637K
Caprock Group, LLC 0.02% Add +1.0% 16,494 $617K
Kiker Wealth Management, LLC 0.50% — 16,424 $614K
Rockefeller Capital Management L.P. 0.00% Add +5.8% 16,104 $602K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.6% 15,513 $580K
Private Capital Management LLC 0.11% Add +100.2% 15,105 $565K
Stratos Wealth Advisors, LLC 0.03% Reduce -28.0% 14,069 $526K
Kestra Advisory Services, LLC 0.00% New 14,044 $525K
Pine Valley Investments Ltd Liability Co 0.03% Add +14.7% 13,626 $510K
Flow Traders U.S. LLC 0.02% New 13,363 $500K
Strategic Blueprint, LLC 0.03% Add +12.7% 13,363 $500K
Ackerman Capital Advisors, LLC 0.13% Reduce -3.3% 13,105 $490K
Qube Research & Technologies Ltd 0.00% Reduce -34.0% 13,024 $487K
Advisory Alpha, LLC 0.02% No change 13,003 $486K
Cerity Partners LLC 0.00% Add +61.3% 12,477 $467K
Comerica Bank 0.00% Reduce -2.1% 11,895 $445K
Toronto Dominion Bank 0.00% Add +207.1% 10,826 $405K
Seed Wealth Management, Inc. 0.30% No change 9,900 $370K
HighTower Advisors, LLC 0.00% Add +4.0% 9,831 $368K
Stifel Financial Corp. 0.00% Add +15.1% 9,486 $355K

"% 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.

Show all 164 holders