证券记录 · 已归档季度
IMTM
iShares MSCI Intl Momentum Factor ETF · Financial Services · Asset Management - Global
49被追踪持有人
+3Δ持有人
52.18M持有股份
$2.53B报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.5% ·
股份流向 -1.0% ·
净新建仓位 +6.1%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 14.37M | $743.60M | n/a | n/a |
| Q2 2026 | 45 | -3 | 49.25M | $2.61B | +3 | −6 |
| Q1 2026 | 49 | 0 | 46.16M | $2.22B | +4 | −4 |
| Q4 2025 | 49 | +3 | 52.18M | $2.53B | +4 | −1 |
| Q3 2025 | 6 | 0 | 2.97M | $142.09M | n/a | n/a |
| Q2 2025 | 4 | +1 | 1.46M | $66.57M | +1 | n/a |
| Q1 2025 | 1 | 0 | 5.60K | $223,585 | +1 | −1 |
| Q4 2024 | 1 | 0 | 103.10K | $3.86M | +1 | −1 |
| Q3 2024 | 1 | +1 | 10.38K | $419,286 | +1 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 22.86M | n/a | $1.10B | 1.7% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 19.87M | n/a | $983.94M | 1.3% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.29M | +18.1% | $61.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Northwestern Mutual Wealth… | 1.02M | n/a | $48.96M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 933.65K | n/a | $44.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Charles Schwab Investment… | 765.78K | n/a | $36.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 708.47K | n/a | $33.99M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Fidelity (FMR) ✦ | 630.22K | +2.1% | $30.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 549.09K | n/a | $26.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 538.39K | n/a | $25.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 537.15K | n/a | $25.77M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 337.13K | n/a | $16.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 320.23K | -69.2% | $15.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Jane Street Group, Llc | 304.65K | n/a | $14.61M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 285.30K | n/a | $13.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 204.95K | n/a | $9.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 169.90K | n/a | $8.15M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 132.87K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 102.74K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Victory Capital Management Inc | 87.49K | n/a | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 79.78K | -44.2% | $3.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | National Bank Of Canada /Fi/ | 48.49K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 41.94K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 36.10K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 35.86K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Raymond James Financial Inc | 32.23K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | AQR Capital Management ✦ | 29.74K | +29.4% | $1.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 28.96K | 新增 | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 25.37K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 23.17K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Brown Advisory Inc | 21.67K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Marshall Wace ✦ | 21.55K | 新增 | $1.03M | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | Focus Partners Wealth | 16.85K | n/a | $808,221 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 16.26K | 新增 | $779,800 | 0.0% | New | 1 | SEC ↗ |
| 35 | Creative Planning | 15.81K | n/a | $758,191 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 14.80K | 新增 | $709,956 | 0.0% | New | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 14.54K | n/a | $697,679 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 9.19K | n/a | $440,844 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 8.91K | n/a | $427,419 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 8.05K | n/a | $386,313 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Captrust Financial Advisors | 6.06K | n/a | $290,742 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 3.68K | n/a | $176,348 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Jones Financial Companies Lllp | 1.13K | n/a | $54,398 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 1.13K | n/a | $54,254 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 854 | n/a | $40,966 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 827 | n/a | $40,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Simplex Trading, Llc | 341 | n/a | $16,357 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 297 | n/a | $14,247 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 29 | n/a | $1,391 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $1.39M | 0.0% |
| Marshall Wace | $1.03M | 0.0% |
| Goldman Sachs Group | $779,800 | 0.0% |
| Renaissance Technologies | $709,956 | 0.0% |
已清仓
| D. E. Shaw & Co. | $2.49M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 227 持有人, 59.59M 股份, $2.82B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据