Who owns iShares MSCI Intl Momentum Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IMTM from SEC Form 13F filings across 236 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 236 institutions disclosed 63.8M shares of iShares MSCI Intl Momentum Factor ETF worth $3.39B — about 80.2% of shares outstanding; the largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
236
13F holders
$3.39B
value, 2026 filers
80.2%
of shares outstanding (63.8M sh)
39
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IMTM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 25.8M | $1.38B | 1.7% | 32.5% | +7.7% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.4M | $703.5M | 1.2% | 16.9% | +12.1% |
| 3 | RITHOLTZ WEALTH MANAGEMENT | 1.8M | $97.3M | 1.5% | 2.3% | +6.0% |
| 4 | MORGAN STANLEY | 1.6M | $82.9M | 0.0% | 2% | +7.1% |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2M | $62.2M | 0.0% | 1.5% | +5.8% |
| 6 | Symmetry Partners, LLC | 948,588 | $50.6M | 2.6% | 1.2% | +3.3% |
| 7 | AMERIPRISE FINANCIAL INC | 764,004 | $40.7M | 0.0% | 1% | +13.7% |
| 8 | FMR LLC | 755,702 | $40.3M | 0.0% | 0.9% | +8.5% |
| 9 | BANK OF AMERICA CORP /DE/ | 743,848 | $39.7M | 0.0% | 0.9% | +1.6% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 733,639 | $39.1M | 0.0% | 0.9% | -2.1% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 672,511 | $35.9M | 0.0% | 0.8% | +11.0% |
| 12 | Mariner, LLC | 665,140 | $35.5M | 0.0% | 0.8% | +7.4% |
| 13 | UBS Group AG | 659,017 | $35.1M | 0.0% | 0.8% | +9.4% |
| 14 | Acropolis Investment Management, LLC | 640,207 | $34.1M | 1.3% | 0.8% | +1.1% |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | 548,458 | $29.2M | 0.5% | 0.7% | +15.0% |
| 16 | Janney Montgomery Scott LLC | 484,705 | $25.8M | 0.1% | 0.6% | +1.2% |
| 17 | Shore Point Advisors, LLC | 483,285 | $20.8M | 7.1% | 0.6% | +6.6% |
| 18 | Armbruster Capital Management, Inc. | 460,391 | $24.6M | 3.7% | 0.6% | +1.6% |
| 19 | LPL Financial LLC | 457,807 | $24.4M | 0.0% | 0.6% | +13.5% |
| 20 | Kathmere Capital Management, LLC | 455,627 | $24.3M | 1.3% | 0.6% | +5.1% |
| 21 | PEAPACK GLADSTONE FINANCIAL CORP | 369,827 | $19.7M | 0.2% | 0.5% | +57.4% |
| 22 | ATLAS CAPITAL ADVISORS INC. | 324,355 | $17.3M | 1.9% | 0.4% | +26.4% |
| 23 | AdvisorShares Investments LLC | 323,586 | $17.3M | 2.1% | 0.4% | -2.9% |
| 24 | CABOT WEALTH MANAGEMENT INC | 322,958 | $17.2M | 1.8% | 0.4% | +2.5% |
| 25 | Venture Visionary Partners LLC | 311,126 | $16.6M | 0.5% | 0.4% | +6.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.