ISHARES MSCI INTL MOMENTUM F (IMTM) Institutional Shareholders
ISHARES MSCI INTL MOMENTUM F (IMTM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.32B in IMTM holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of IMTM tracked by InsiderSet, reporting ownership valued at approximately $1.38B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.37B, representing an estimated loss of -0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed IMTM value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Wealth Enhancement Advisory Services, Llc, Ritholtz Wealth Management, and several other long-term asset managers with concentrated positions in ISHARES MSCI INTL MOMENTUM F (IMTM).
This page ranks the largest institutional IMTM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
229
Total Reported Value
$3.32B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$1.38B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1.70% | 25,849,053 | $1,378,530,001 | $1,374,911,129 | -$3,618,872 | -0.26% | |
| Wealth Enhancement Advisory Services, Llc | 1.18% | 13,428,393 | $703,520,696 | $714,256,224 | +$10,735,528 | +1.53% | |
| Ritholtz Wealth Management | 1.45% | 1,825,275 | $97,341,906 | $97,086,377 | -$255,529 | -0.26% | |
| Morgan Stanley | 0.00% | 1,554,531 | $82,903,223 | $82,685,504 | -$217,719 | -0.26% | |
| Symmetry Partners, Llc | 2.58% | 948,588 | $50,588,222 | $50,455,396 | -$132,826 | -0.26% | |
| Ameriprise Financial Inc | 0.01% | 764,004 | $40,749,484 | $40,637,373 | -$112,111 | -0.28% | |
| Fmr Llc | 0.00% | 755,702 | $40,301,579 | $40,195,789 | -$105,790 | -0.26% | |
| Bank Of America Corp | 0.00% | 743,848 | $39,669,433 | $39,565,275 | -$104,158 | -0.26% | |
| Charles Schwab Investment Management Inc | 0.01% | 733,639 | $39,124,968 | $39,022,258 | -$102,710 | -0.26% | |
| Envestnet Asset Management Inc | 0.01% | 672,511 | $35,864,998 | $35,770,860 | -$94,138 | -0.26% | |
| Mariner, Llc | 0.04% | 665,140 | $35,471,941 | $35,378,797 | -$93,144 | -0.26% | |
| Ubs Group Ag | 0.01% | 659,017 | $35,145,377 | $35,053,114 | -$92,263 | -0.26% | |
| Acropolis Investment Management, Llc | 1.35% | 640,207 | $34,142,234 | $34,052,610 | -$89,624 | -0.26% | |
| Great Valley Advisor Group, Inc. | 0.46% | 548,458 | $29,249,221 | $29,172,481 | -$76,740 | -0.26% | |
| Janney Montgomery Scott Llc | 0.05% | 484,705 | $25,849,000 | $25,781,459 | -$67,541 | -0.26% | |
| Armbruster Capital Management, Inc. | 3.66% | 460,391 | $24,552,652 | $24,488,197 | -$64,455 | -0.26% | |
| Lpl Financial Llc | 0.01% | 457,807 | $24,414,851 | $24,350,754 | -$64,097 | -0.26% | |
| Kathmere Capital Management, Llc | 1.29% | 455,627 | $24,298,582 | $24,234,800 | -$63,782 | -0.26% | |
| Shore Point Advisors, Llc | 7.12% | 483,285 | $20,812,442 | $25,705,929 | +$4,893,487 | +23.51% | |
| Peapack Gladstone Financial Corp | 0.23% | 369,827 | $19,723,000 | $19,671,098 | -$51,902 | -0.26% | |
| Atlas Capital Advisors Inc. | 1.89% | 324,355 | $17,297,899 | $17,252,442 | -$45,457 | -0.26% | |
| Advisorshares Investments Llc | 2.08% | 323,586 | $17,256,841 | $17,211,539 | -$45,302 | -0.26% | |
| Cabot Wealth Management Inc | 1.75% | 322,958 | $17,223,331 | $17,178,136 | -$45,195 | -0.26% | |
| Venture Visionary Partners Llc | 0.46% | 311,126 | $16,592,400 | $16,548,792 | -$43,608 | -0.26% | |
| Straight Path Wealth Management | 3.72% | 298,739 | $15,931,776 | $15,889,927 | -$41,849 | -0.26% | |
| Family Capital Trust Co | 4.68% | 269,905 | $14,393,987 | $14,356,247 | -$37,740 | -0.26% | |
| Vise Technologies, Inc. | 0.16% | 268,566 | $14,322,603 | $14,285,026 | -$37,577 | -0.26% | |
| Mml Investors Services, Llc | 0.03% | 267,302 | $14,255,194 | $14,217,793 | -$37,401 | -0.26% | |
| Focus Financial Network, Inc. | 0.44% | 264,351 | $14,097,854 | $14,060,830 | -$37,024 | -0.26% | |
| Osaic Holdings, Inc. | 0.01% | 235,122 | $12,542,499 | $12,506,139 | -$36,360 | -0.29% | |
| Atwood & Palmer Inc | 0.64% | 224,812 | $11,989,208 | $11,957,750 | -$31,458 | -0.26% | |
| Apella Capital, Llc | 0.16% | 214,996 | $11,209,916 | $11,435,637 | +$225,721 | +2.01% | |
| Solano Wealth Investment Advisors Llc | 5.09% | 209,765 | $11,186,794 | $11,157,400 | -$29,394 | -0.26% | |
| Sequoia Financial Advisors | 0.05% | 199,961 | $10,663,941 | $10,635,926 | -$28,015 | -0.26% | |
| Financial Partners Group, Inc | 1.19% | 207,170 | $9,948,288 | $11,019,372 | +$1,071,084 | +10.77% | |
| Archvest Wealth Advisors, Inc. | 5.68% | 183,959 | $9,810,541 | $9,784,779 | -$25,762 | -0.26% | |
| Blackrock, Inc. | 0.00% | 174,505 | $9,306,339 | $9,281,921 | -$24,418 | -0.26% | |
| Cgc Financial Services, Llc | 2.08% | 173,298 | $9,241,991 | $9,217,721 | -$24,270 | -0.26% | |
| Wealth Enhancement Trust Services, Inc. | 1.00% | 169,524 | $9,040,715 | $9,016,982 | -$23,733 | -0.26% | |
| Cetera Investment Advisers | 0.01% | 160,362 | $8,552,117 | $8,529,655 | -$22,462 | -0.26% | |
| Venturi Wealth Management, Llc | 0.32% | 157,490 | $8,398,942 | $8,376,893 | -$22,049 | -0.26% | |
| Alexis Investment Partners, Llc | 4.54% | 146,985 | $7,762,278 | $7,818,132 | +$55,854 | +0.72% | |
| Ep Wealth Advisors, Llc | 0.03% | 135,471 | $7,224,680 | $7,205,702 | -$18,978 | -0.26% | |
| Occidental Asset Management, Llc | 0.68% | 128,611 | $6,858,825 | $6,840,819 | -$18,006 | -0.26% | |
| Royal Bank Of Canada | 0.00% | 123,523 | $6,588,000 | $6,570,188 | -$17,812 | -0.27% | |
| Financial Freedom, Llc | 3.02% | 123,503 | $6,586,406 | $6,569,125 | -$17,281 | -0.26% | |
| Fifth Third Wealth Advisors Llc | 0.18% | 119,296 | $6,362,059 | $6,345,354 | -$16,705 | -0.26% | |
| Veridan Wealth Llc | 2.21% | 118,750 | $6,332,914 | $6,316,313 | -$16,602 | -0.26% | |
| Opes Wealth Management Llc | 1.05% | 127,493 | $6,122,232 | $6,781,353 | +$659,121 | +10.77% | |
| Tacita Capital Inc | 3.21% | 110,746 | $5,906,084 | $5,890,580 | -$15,504 | -0.26% |
Frequently asked questions about IMTM
Who owns the most IMTM stock?
The largest holders of IMTM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI INTL MOMENTUM F (IMTM).
Is IMTM widely held by superinvestors?
Many widely followed stocks like IMTM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IMTM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.