Who owns IMTM?
iShares MSCI Intl Momentum Factor ETF · iShares
235 institutions reported holding IMTM, worth $3.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IMTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Denver, CO | $1.4B | 25,849,053 | +1,841,268 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $703.5M | 13,428,393 | +1,448,633 shares |
| Ritholtz Wealth Management | New York, NY | $97.3M | 1,825,275 | +102,546 shares |
| Morgan Stanley | New York, NY | $82.9M | 1,554,531 | +103,207 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $62.2M | 1,165,748 | +63,525 shares |
| Symmetry Partners, LLC | Glastonbury, CT | $50.6M | 948,588 | +30,355 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $40.7M | 764,004 | +91,834 shares |
| FMR LLC | Boston, MA | $40.3M | 755,702 | +58,993 shares |
| Bank of America Corp. | Charlotte, NC | $39.7M | 743,848 | +11,634 shares |
| Charles Schwab Investment Management Inc. | San Francisco, CA | $39.1M | 733,639 | −16,033 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IMTM?
235 institutional managers reported holding IMTM in Form 13F filings for June 30, 2026, worth $3.4B in total. The largest reported position was held by Mercer Global Advisors Inc., at $1.4B.
Did institutions buy or sell IMTM last quarter?
Reported 13F value rose 18.4% from March 31, 2026, which includes price moves as well as buying and selling. 38 firms reported a new position and 26 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IMTM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.