IMTM Institutional Ownership & Shareholders
ISHARES MSCI INTL MOMENTUM F (IMTM) is currently held by 235 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.38B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.32B, representing an estimated loss of -4.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
235
Total Reported Value
$3.38B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$1.38B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
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 | $1,317,267,741 | -$61,262,260 | -4.44% | |
| Wealth Enhancement Advisory Services, Llc | 1.11% | 14,373,925 | $743,599,599 | $732,495,218 | -$11,104,381 | -1.49% | |
| Ritholtz Wealth Management | 1.45% | 1,825,275 | $97,341,906 | $93,016,014 | -$4,325,892 | -4.44% | |
| Morgan Stanley | 0.00% | 1,554,531 | $82,903,223 | $79,218,900 | -$3,684,323 | -4.44% | |
| Symmetry Partners, Llc | 2.56% | 952,746 | $50,143,046 | $48,551,936 | -$1,591,110 | -3.17% | |
| Ameriprise Financial Inc | 0.01% | 764,004 | $40,749,484 | $38,933,644 | -$1,815,840 | -4.46% | |
| Fmr Llc | 0.00% | 755,702 | $40,301,579 | $38,510,574 | -$1,791,005 | -4.44% | |
| Bank Of America Corp | 0.00% | 743,848 | $39,669,433 | $37,906,494 | -$1,762,939 | -4.44% | |
| Charles Schwab Investment Management Inc | 0.01% | 733,639 | $39,124,968 | $37,386,243 | -$1,738,725 | -4.44% | |
| Envestnet Asset Management Inc | 0.01% | 672,511 | $35,864,998 | $34,271,161 | -$1,593,837 | -4.44% | |
| Mariner, Llc | 0.04% | 665,140 | $35,471,941 | $33,895,534 | -$1,576,407 | -4.44% | |
| Ubs Group Ag | 0.01% | 659,017 | $35,145,377 | $33,583,506 | -$1,561,871 | -4.44% | |
| Acropolis Investment Management, Llc | 1.37% | 645,542 | $33,974,866 | $32,896,820 | -$1,078,046 | -3.17% | |
| Great Valley Advisor Group, Inc. | 0.46% | 548,458 | $29,249,221 | $27,949,420 | -$1,299,801 | -4.44% | |
| Kathmere Capital Management, Llc | 1.32% | 515,553 | $27,133,549 | $26,272,581 | -$860,968 | -3.17% | |
| Janney Montgomery Scott Llc | 0.05% | 484,705 | $25,849,000 | $24,700,567 | -$1,148,433 | -4.44% | |
| Lpl Financial Llc | 0.01% | 457,807 | $24,414,851 | $23,329,845 | -$1,085,006 | -4.44% | |
| Armbruster Capital Management, Inc. | 3.66% | 462,821 | $24,358,269 | $23,585,358 | -$772,911 | -3.17% | |
| Shore Point Advisors, Llc | 6.75% | 494,486 | $21,283,144 | $25,199,007 | +$3,915,863 | +18.40% | |
| Peapack Gladstone Financial Corp | 0.23% | 369,827 | $19,723,000 | $18,846,384 | -$876,616 | -4.44% | |
| Atlas Capital Advisors Inc. | 1.89% | 324,355 | $17,297,899 | $16,529,131 | -$768,768 | -4.44% | |
| Advisorshares Investments Llc | 2.08% | 323,586 | $17,256,841 | $16,489,943 | -$766,898 | -4.44% | |
| Cabot Wealth Management Inc | 1.75% | 322,958 | $17,223,331 | $16,457,940 | -$765,391 | -4.44% | |
| Venture Visionary Partners Llc | 0.44% | 319,657 | $16,823,563 | $16,289,721 | -$533,842 | -3.17% | |
| Straight Path Wealth Management | 3.68% | 313,706 | $16,510,369 | $15,986,458 | -$523,911 | -3.17% | |
| Financial Partners Group, Inc | 1.58% | 288,760 | $15,197,417 | $14,715,210 | -$482,207 | -3.17% | |
| Vise Technologies, Inc. | 0.12% | 284,199 | $14,957,370 | $14,482,781 | -$474,589 | -3.17% | |
| Mml Investors Services, Llc | 0.03% | 267,302 | $14,255,194 | $13,621,710 | -$633,484 | -4.44% | |
| Family Capital Trust Co | 4.49% | 269,094 | $14,162,369 | $13,713,030 | -$449,339 | -3.17% | |
| Focus Financial Network, Inc. | 0.42% | 265,880 | $13,993,254 | $13,549,245 | -$444,009 | -3.17% | |
| Osaic Holdings, Inc. | 0.01% | 235,122 | $12,542,499 | $11,981,817 | -$560,682 | -4.47% | |
| Atwood & Palmer Inc | 0.58% | 216,001 | $11,368,116 | $11,007,411 | -$360,705 | -3.17% | |
| Solano Wealth Investment Advisors Llc | 5.09% | 209,765 | $11,186,794 | $10,689,624 | -$497,170 | -4.44% | |
| Wealth Enhancement Trust Services, Inc. | 1.16% | 205,583 | $10,819,833 | $10,476,510 | -$343,323 | -3.17% | |
| Apella Capital, Llc | 0.14% | 205,961 | $10,792,358 | $10,495,773 | -$296,585 | -2.75% | |
| Sequoia Financial Advisors | 0.05% | 199,961 | $10,663,941 | $10,190,013 | -$473,928 | -4.44% | |
| Archvest Wealth Advisors, Inc. | 5.05% | 191,255 | $10,065,758 | $9,746,355 | -$319,403 | -3.17% | |
| Blackrock, Inc. | 0.00% | 174,505 | $9,306,339 | $8,892,775 | -$413,564 | -4.44% | |
| Fifth Third Wealth Advisors Llc | 0.25% | 176,477 | $9,287,985 | $8,993,268 | -$294,717 | -3.17% | |
| Cgc Financial Services, Llc | 2.00% | 171,398 | $9,020,685 | $8,734,442 | -$286,243 | -3.17% | |
| Cetera Investment Advisers | 0.01% | 160,362 | $8,552,117 | $8,172,048 | -$380,069 | -4.44% | |
| Venturi Wealth Management, Llc | 0.32% | 157,490 | $8,398,942 | $8,025,690 | -$373,252 | -4.44% | |
| Alexis Investment Partners, Llc | 4.54% | 146,985 | $7,762,278 | $7,490,356 | -$271,922 | -3.50% | |
| Ep Wealth Advisors, Llc | 0.03% | 135,471 | $7,224,680 | $6,903,602 | -$321,078 | -4.44% | |
| Riversedge Advisors, Llc | 0.87% | 132,640 | $6,980,843 | $6,759,334 | -$221,509 | -3.17% | |
| Occidental Asset Management, Llc | 0.68% | 128,611 | $6,858,825 | $6,554,017 | -$304,808 | -4.44% | |
| Royal Bank Of Canada | 0.00% | 123,523 | $6,588,000 | $6,294,732 | -$293,268 | -4.45% | |
| Financial Freedom, Llc | 3.02% | 123,503 | $6,586,406 | $6,293,713 | -$292,693 | -4.44% | |
| Rhs Financial, Llc | 2.16% | 121,122 | $6,374,650 | $6,172,377 | -$202,273 | -3.17% | |
| Veridan Wealth Llc | 2.21% | 118,750 | $6,332,914 | $6,051,500 | -$281,414 | -4.44% |
Frequently asked questions about IMTM
Who are the largest institutional holders of IMTM?
The largest institutional holders of IMTM reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Wealth Enhancement Advisory Services, Llc, Ritholtz Wealth Management, Morgan Stanley, and Symmetry Partners, Llc. InsiderSet ranks institutional holders by their latest reported IMTM position.
What is IMTM institutional ownership?
This page tracks IMTM positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI INTL MOMENTUM F (IMTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IMTM?
InsiderSet currently tracks 235 institutional managers reporting IMTM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IMTM shareholders.
How much IMTM stock do institutions own?
Institutional investment managers disclosed approximately $3.38B in IMTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IMTM institutional ownership last updated?
The latest IMTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IMTM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IMTM position after the reporting date.
Are institutions buying or selling IMTM?
Institutional buying and selling can be analyzed by comparing IMTM positions across consecutive 13F reporting periods. InsiderSet's IMTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IMTM ownership changes.
How has IMTM institutional ownership changed over time?
InsiderSet tracks IMTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.