iShares MSCI Intl Momentum FIMTMETF

13F holders, Q3 2025 (September 30)
206holders +14
38new positions
20sold out
2famous investors
$47.80avg. 13F price*

At the end of Q3 2025, 206 institutions reported holding iShares MSCI Intl Momentum F (IMTM) in their 13F filings, up 14 from Q2 2025. 38 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($1.0B), Wealth Enhancement Advisory Services, LLC ($911.9M) and Ritholtz Wealth Management ($73.6M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions38$88.2M
Exits20$9.9M

All 13F filers, Q2 2025 → Q3 2025: 5,887,169 shares bought and 20,783,675 shares sold, net −14,896,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 206 holders

Mercer Global Advisors Inc. 1.74% Add +5.3% 21,723,174 $1.0B
Wealth Enhancement Advisory Services, LLC 1.38% Add +4.4% 19,096,731 $911.9M
Ritholtz Wealth Management 1.43% Add +4.6% 1,537,185 $73.6M
Morgan Stanley 0.00% Add +10.4% 1,091,703 $52.3M
BlackRock, Inc. 0.00% Add +31.7% 1,040,486 $49.8M
Ameriprise Financial Inc. 0.01% Add +45.5% 840,894 $40.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +26.9% 789,161 $37.8M
Charles Schwab Investment Management Inc. 0.01% New 770,810 $36.9M
Bank of America Corp. 0.00% Add +73.8% 629,951 $30.2M
FMR LLC 0.00% Add +7.2% 617,442 $29.6M
Acropolis Investment Management, LLC 1.46% Add +4.6% 629,086 $28.7M
Ocean Park Asset Management, LLC 1.15% New 585,047 $28.0M
Envestnet Asset Management Inc. 0.01% Reduce -97.0% 567,933 $27.2M
UBS Group AG 0.00% Add +6.3% 516,814 $24.7M
Mariner, LLC 0.03% Add +12.5% 514,221 $24.6M
Armbruster Capital Management, Inc. 3.70% Add +0.8% 454,157 $21.7M
Great Valley Advisor Group, Inc. 0.43% Add +8.6% 448,864 $21.5M
Janney Montgomery Scott LLC 0.05% Add +18.0% 440,230 $21.1M
Symmetry Partners, LLC 2.20% Add +8.3% 421,815 $20.2M
Kathmere Capital Management, LLC 1.39% Add +0.2% 407,940 $19.5M
Victory Capital Management Inc. 0.01% Reduce -76.2% 376,449 $18.0M
Shore Point Advisors, LLC 7.54% Add +0.1% 356,034 $17.0M
LPL Financial LLC 0.00% Add +15.4% 315,919 $15.1M
Klaas Financial Asset Advisors, LLC 2.07% Add +0.9% 287,558 $13.8M
Cabot Wealth Management Inc. 1.49% Reduce -0.4% 280,443 $13.4M
Straight Path Wealth Management 3.64% Add +6.0% 272,718 $13.1M
Family Capital Trust Co 4.20% Add +1.3% 262,336 $12.6M
Apella Capital, LLC 0.27% Reduce -13.8% 254,986 $12.1M
MML Investors Services, LLC 0.03% Add +126.9% 247,212 $11.8M
Focus Financial Network, Inc. 0.41% Add +94.3% 242,912 $11.6M
Atwood & Palmer Inc. 0.67% Reduce -0.5% 239,136 $11.4M
Meredith Wealth Planning 3.55% Reduce -1.7% 233,961 $11.2M
Sequoia Financial Advisors, LLC 0.07% Reduce -6.3% 224,073 $10.7M
CGC Financial Services, LLC 2.81% Reduce -1.9% 212,740 $10.2M
Segment Wealth Management, LLC 0.59% Reduce -2.9% 207,175 $9.9M
Peapack Gladstone Financial Corp. 0.13% Add +9.9% 205,593 $9.8M
Solano Wealth Investment Advisors LLC 4.54% Add +7.5% 196,671 $9.4M
Osaic Holdings, Inc. 0.01% Add +34.2% 185,789 $8.7M
Archvest Wealth Advisors, Inc. 7.60% Add +3.4% 177,922 $8.5M
Royal Bank of Canada 0.00% Reduce -55.8% 162,611 $7.8M
Jane Street Group, LLC 0.01% Reduce -36.3% 159,425 $7.6M
Venturi Wealth Management, LLC 0.33% Add +0.9% 147,540 $7.1M
Alexis Investment Partners, LLC 0.58% Add +36.3% 143,011 $6.8M
Commonwealth Equity Services, LLC 0.01% Add +25.7% 140,697 $6.7M
Savvy Advisors, Inc. 0.29% New 130,949 $6.3M
Financial Freedom, LLC 3.12% Add +1.5% 130,798 $6.3M
Opes Wealth Management LLC 1.07% Add +1.1% 126,745 $6.1M
Financial Partners Group, Inc 0.75% Add +33.9% 125,402 $6.0M
National Bank of Canada 0.01% Add +97.8% 120,956 $5.8M
Empire Life Investments Inc. 0.33% Reduce -23.2% 117,900 $5.6M
Tacita Capital Inc 3.17% Add +1.1% 109,634 $5.2M
Veridan Wealth LLC 1.77% — 107,309 $5.1M
Atria Investments, Inc 0.06% Add +3.9% 106,076 $5.1M
Occidental Asset Management, LLC 0.55% Add +0.3% 92,038 $4.4M
New Millennium Group LLC 1.97% New 89,932 $4.3M
Impact Capital Partners LLC 1.25% Add +1.5% 86,702 $4.2M
Cetera Investment Advisers 0.00% Reduce -58.9% 84,692 $4.1M
FAS Wealth Partners, Inc. 0.27% Reduce -1.2% 83,234 $4.0M
Unison Advisors LLC 0.36% Reduce -6.7% 82,751 $4.0M
Vise Technologies, Inc. 0.15% Reduce -60.4% 81,439 $3.9M
1900 Wealth Management LLC 0.26% Reduce -4.2% 80,161 $3.8M
RHS Financial, LLC 1.82% Add +15.9% 73,431 $3.5M
JPMorgan Chase & Co. 0.00% Reduce -16.2% 71,499 $3.4M
NorthCrest Asset Manangement, LLC 0.08% Add +7.5% 68,856 $3.3M
Columbus Macro, LLC 0.36% Reduce -0.9% 66,682 $3.2M
Betterment LLC 0.01% Add +1.3% 64,134 $3.1M
Shufro Rose & Co. LLC 0.25% Reduce -0.8% 75,912 $3.0M
Ashton Thomas Private Wealth, LLC 0.08% New 62,354 $3.0M
Stratos Wealth Advisors, LLC 0.14% Add +7.8% 59,628 $2.9M
MorganRosel Wealth Management, LLC 0.70% Add +1.9% 56,409 $2.7M
Signature Estate & Investment Advisors LLC 0.06% Add +23.6% 56,049 $2.7M
Financial Enhancement Group LLC 0.34% Reduce -4.0% 52,631 $2.5M
D. E. Shaw & Co. 0.00% Reduce -38.1% 52,024 $2.5M
Vantage Financial Partners, LLC 0.52% Add +7.0% 51,837 $2.5M
Dopkins Wealth Management, LLC 0.98% Reduce -7.9% 48,548 $2.3M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -7.9% 48,547 $2.3M
Mission Wealth Management, LP 0.05% New 47,803 $2.3M
Capital Investment Advisory Services, LLC 0.16% Add +38.5% 42,341 $2.0M
Independent Solutions Wealth Management, LLC 0.35% New 41,030 $2.0M
Valued Retirements, Inc. 2.20% No change 42,617 $1.9M
Brickley Wealth Management 0.34% No change 40,612 $1.9M
Equitable Holdings, Inc. 0.01% Reduce -6.0% 40,586 $1.9M
Simplicity Wealth,LLC 0.10% Add +95.3% 37,539 $1.8M
Southland Equity Partners LLC 0.34% Reduce -6.1% 35,544 $1.7M
Private Advisor Group, LLC 0.01% Reduce -4.4% 34,519 $1.7M
Raymond James Financial Inc. 0.00% Reduce -21.4% 32,838 $1.6M
IFP Advisors, Inc 0.04% Add +3.1% 32,624 $1.6M
Glass Jacobson Investment Advisors llc 0.53% Reduce -2.2% 30,591 $1.5M
Professional Financial Advisors, LLC 0.30% Add +7.4% 29,768 $1.4M
Ieq Capital, LLC 0.00% Add +91.6% 28,213 $1.4M
RPS Advisory Solutions LLC 0.61% Reduce -4.9% 25,817 $1.2M
AQR Capital Management 0.00% Add +229.9% 22,994 $1.1M
Kestra Advisory Services, LLC 0.00% Add +404.3% 22,155 $1.1M
Creative Financial Designs Inc. 0.07% Reduce -3.2% 22,131 $1.1M
Brown Advisory Inc. 0.00% No change 21,670 $1.0M
Callan Family Office, LLC 0.03% Reduce -14.1% 20,985 $1.0M
Fifth Third Securities, Inc. 0.07% Reduce -58.9% 20,786 $995K
Medallion Wealth Advisors, LLC 0.35% Add +22.8% 20,699 $991K
Stifel Financial Corp. 0.00% Add +74.7% 19,754 $946K
Ariadne Wealth Management, LP 0.39% Reduce -0.7% 17,911 $868K

"% 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 206 holders