ISHARES MSCI INTL MOMENTUM F
IMTMInstitutional ownership · Q2 2026
Institutional holders
235
+2 (+0.9%) vs Q1 2026
Reported value
$3.4B
+17.6% vs Q1 2026
Shares held
63.8M
+3.9M shares
Quarter
Q2 2026
Period ended Jun 30, 2026
235 institutional managers reported holding 63,848,863 shares worth $3,387,017,151 on Form 13F for Q2 2026, against 233 in Q1 2026. Share positions on CUSIP 46434V449 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2026
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC ADV | 25,849,053 | $1.4B | 1.7% | +1.8M | Position |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES LLC | 13,428,393 | $703.5M | 1.18% | +1.4M | Position |
| 3 | RITHOLTZ WEALTH MANAGEMENT | 1,825,275 | $97.3M | 1.45% | +102.5K | Position |
| 4 | MORGAN STANLEY | 1,554,531 | $82.9M | < 0.01% | +103.2K | Position |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,165,748 | $62.2M | 0.03% | +63.5K | Position |
| 6 | Symmetry Partners LLC | 948,588 | $50.6M | 2.58% | +30.4K | Position |
| 7 | AMERIPRISE FINANCIAL INC | 764,004 | $40.7M | < 0.01% | +91.8K | Position |
| 8 | FMR LLC | 755,702 | $40.3M | < 0.01% | +59.0K | Position |
| 9 | Bank of America Corporation | 743,848 | $39.7M | < 0.01% | +11.6K | Position |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 733,639 | $39.1M | < 0.01% | -16.0K | Position |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 672,511 | $35.9M | < 0.01% | +66.6K | Position |
| 12 | Mariner LLC | 665,140 | $35.5M | 0.04% | +45.7K | Position |
| 13 | UBS Group AG | 659,017 | $35.1M | < 0.01% | +56.5K | Position |
| 14 | Acropolis Investment Management LLC | 640,207 | $34.1M | 1.35% | +7.1K | Position |
| 15 | GREAT VALLEY ADVISOR GROUP INC | 548,458 | $29.2M | 0.46% | +71.6K | Position |
| 16 | Janney Montgomery Scott LLC | 484,705 | $25.8M | 0.05% | +5.9K | Position |
| 17 | Armbruster Capital Management Inc | 460,391 | $24.6M | 3.66% | +7.5K | Position |
| 18 | LPL Financial LLC | 457,807 | $24.4M | < 0.01% | +54.5K | Position |
| 19 | Kathmere Capital Management LLC | 455,627 | $24.3M | 1.29% | +22.1K | Position |
| 20 | Shore Point Advisors LLC | 483,285 | $20.8M | 7.12% | +30.0K | Position |
| 21 | PEAPACK-GLADSTONE FINANCIAL CORPORATION | 369,827 | $19.7M | 0.23% | +134.9K | Position |
| 22 | ATLAS CAPITAL ADVISORS LLC | 324,355 | $17.3M | 1.89% | +67.7K | Position |
| 23 | AdvisorShares Investments LLC | 323,586 | $17.3M | 2.08% | -9.5K | Position |
| 24 | CABOT WEALTH MANAGEMENT INC | 322,958 | $17.2M | 1.75% | +7.8K | Position |
| 25 | Venture Visionary Partners LLC | 311,126 | $16.6M | 0.46% | +20.0K | Position |
Values as reported on each manager's Q2 2026 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 235 +2 | 63.8M | $3.4B |
| Q1 2026 | 233 +5 | 59.9M | $2.9B |
| Q4 2025 | 228 +22 | 66.1M | $3.2B |
| Q3 2025 | 206 +14 | 62.6M | $3.0B |
| Q2 2025 | 192 +24 | 77.7M | $3.5B |
| Q1 2025 | 168 +4 | 72.5M | $2.9B |
| Q4 2024 | 164 +13 | 73.6M | $2.8B |
| Q3 2024 | 151 -3 | 70.4M | $2.8B |
| Q2 2024 | 154 +15 | 69.5M | $2.7B |
| Q1 2024 | 139 +25 | 66.0M | $2.6B |
| Q4 2023 | 114 +11 | 59.3M | $2.0B |
| Q3 2023 | 103 -6 | 56.1M | $1.8B |
| Q2 2023 | 109 +9 | 52.0M | $1.7B |
| Q1 2023 | 100 -2 | 36.9M | $1.2B |
| Q4 2022 | 102 +6 | 36.4M | $1.1B |
| Q3 2022 | 96 -5 | 34.5M | $926.2M |
| Q2 2022 | 101 +2 | 32.0M | $956.2M |
| Q1 2022 | 99 -4 | 25.3M | $891.3M |
| Q4 2021 | 103 +13 | 25.9M | $984.4M |
| Q3 2021 | 90 | 23.1M | $875.8M |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
5 funds| Fund | Value | % of fund | As of |
|---|---|---|---|
| AdvisorShares Dorsey Wright FSM All Cap World ETF DWAW | $17.3M | 18.31% | Jun 2026 |
| Alexis Practical Tactical ETF LEXI | $8.1M | 4.23% | Aug 2026 |
| SA BlackRock Multi-Factor 70/30 Portfolio | $7.7M | 5.79% | Jul 2026 |
| Victory Cornerstone Moderately Conservative Fund | $2.7M | 1.26% | Aug 2026 |
| Victory Cornerstone Aggressive Fund | $2.0M | 0.41% | Aug 2026 |
5 funds reported holding $37,670,636 in total on their latest public Form N-PORT reports, the most recent dated August 2026.
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 46434V449 |
|---|---|
| FIGI | BBG007WGK4B0 |
| Symbol | IMTM |
| Type | Etf |
| Class | MSCI INTL MOMENT as filed on 13F |
| Exchange | NYSE Arca |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| SERIES_ID | S000047503 | 2026-03-05 | Current |
| FIGI | BBG007WGK4B0 | 2026-02-07 | Current |
| CUSIP | 46434V449 | 2015-01-21 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| IMTM | NYSE Arca | 2015-01-21 | Current |