Security record · archived quarter
IMTM
iShares MSCI Intl Momentum Factor ETF · Financial Services · Asset Management - Global
49Tracked holders
0Δ holders
46.16MShares held
$2.22BReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -11.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 4 | +1 | 1.46M | $66.57M | +1 | — |
| 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 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 24.01M | +5.0% | $1.15B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 11.98M | -39.7% | $581.62M | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.45M | +12.6% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.45M | +12.6% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.45M | +12.6% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.45M | +12.6% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 1.10M | +8.0% | $52.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Charles Schwab Investment… | 749.67K | -2.1% | $36.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 732.21K | +3.4% | $35.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 732.21K | +3.4% | $35.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 696.71K | +10.6% | $33.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 672.17K | -28.0% | $31.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 672.17K | -28.0% | $31.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 672.17K | -28.0% | $31.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 619.46K | +15.3% | $29.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 619.46K | +15.3% | $29.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 605.91K | +12.5% | $29.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 602.52K | +9.7% | $28.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 403.30K | +19.6% | $19.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 331.66K | +222.8% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 331.66K | +222.8% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 331.66K | +222.8% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 331.66K | +222.8% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 331.66K | +222.8% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 305.49K | -4.6% | $14.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 305.49K | -4.6% | $14.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 305.49K | -4.6% | $14.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 305.49K | -4.6% | $14.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 243.55K | +741.0% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 229.43K | -24.7% | $11.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 220.82K | -22.6% | $10.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 213.68K | +4.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 213.68K | +4.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 213.68K | +4.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cetera Investment Advisers | 161.72K | -4.8% | $7.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 126.35K | +58.4% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 126.35K | +58.4% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 126.35K | +58.4% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 126.35K | +58.4% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Victory Capital Management Inc | 87.49K | 0.0% | $4.20M | 0.0% | Held | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 70.75K | +137.9% | $3.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Captrust Financial Advisors | 58.62K | +867.2% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 55.28K | +501.6% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 54.97K | -58.6% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 50.30K | +56.1% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Raymond James Financial Inc | 50.30K | +56.1% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 47.11K | -2.8% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Truist Financial Corp | 42.53K | +1.4% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Stifel Financial Corp | 39.41K | +9.9% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Stifel Financial Corp | 39.41K | +9.9% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 31.91K | -11.6% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Brown Advisory Inc | 21.67K | 0.0% | $1.04M | 0.0% | Held | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 21.35K | +46.8% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Focus Partners Wealth | 18.50K | +9.8% | $888,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Creative Planning | 17.02K | +7.7% | $817,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 16.34K | +0.5% | $784,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Cerity Partners LLC | 15.51K | -33.1% | $744,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Cerity Partners LLC | 15.51K | -33.1% | $744,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Cerity Partners LLC | 15.51K | -33.1% | $744,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 12.48K | -50.8% | $599,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | HighTower Advisors, LLC | 11.84K | +32.9% | $568,670 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Balyasny Asset Management L.P. | 10.80K | New | $518,616 | 0.0% | New | 1 | SEC ↗ |
| 63 | Fifth Third Bancorp | 7.86K | New | $377,629 | 0.0% | New | 1 | SEC ↗ |
| 64 | Us Bancorp \De\ | 6.35K | -21.1% | $305,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 2.04K | New | $97,961 | 0.0% | New | 1 | SEC ↗ |
| 66 | Toronto Dominion Bank | 1.23K | New | $59,113 | 0.0% | New | 1 | SEC ↗ |
| 67 | Assetmark, Inc | 973 | -14.0% | $46,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 936 | -74.5% | $44,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 936 | -74.5% | $44,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 854 | 0.0% | $41,009 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Cwm, Llc | 299 | -63.9% | $14,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 199 | -33.0% | $9,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Simplex Trading, Llc | 29 | -91.5% | $1,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Balyasny Asset Management L.P. | $518,616 | 0.0% |
| Fifth Third Bancorp | $377,629 | 0.0% |
| UBS AM, a distinct business… | $97,961 | 0.0% |
| Toronto Dominion Bank | $59,113 | 0.0% |
Exited
| Marshall Wace | $1.03M | was 0.0% |
| Renaissance Technologies | $709,956 | was 0.0% |
| Jones Financial Companies Lllp | $54,398 | was 0.0% |
| Pnc Financial Services Group… | $1,391 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 227 holders, 59.59M shares, $2.82B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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