IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Msci Intl Momentum F (IMTM)

CUSIP: 46434V449 | NYSE | 495 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC14,373,925
1.1% of portfolio›$743.6M
Ritholtz Wealth Management1,865,577
1.4% of portfolio›$98.2M
Symmetry Partners, LLC952,746
2.6% of portfolio›$50.1M
Acropolis Investment Management, LLC645,542
1.4% of portfolio›$34.0M
Kathmere Capital Management, LLC515,553
1.3% of portfolio›$27.1M
Shore Point Advisors, LLC494,486
6.8% of portfolio›$21.3M
Armbruster Capital Management, Inc.462,821
3.7% of portfolio›$24.4M
Cabot Wealth Management Inc333,431
1.8% of portfolio›$17.5M
Venture Visionary Partners LLC319,657
0.4% of portfolio›$16.8M
Straight Path Wealth Management313,706
3.7% of portfolio›$16.5M
Financial Partners Group, Inc288,760
1.6% of portfolio›$15.2M
Vise Technologies, Inc.284,199
0.1% of portfolio›$15.0M
Family Capital Trust Co269,094
4.5% of portfolio›$14.2M
Focus Financial Network, Inc.265,880
0.4% of portfolio›$14.0M
Atwood & Palmer Inc216,001
0.6% of portfolio›$11.4M
Apella Capital, LLC205,961
0.1% of portfolio›$10.8M
Wealth Enhancement Trust Services, Inc.205,583
1.2% of portfolio›$10.8M
Archvest Wealth Advisors, Inc.191,255
5.0% of portfolio›$10.1M
Fifth Third Wealth Advisors LLC176,477
0.2% of portfolio›$9.3M
CGC Financial Services, LLC171,398
2.0% of portfolio›$9.0M
Riversedge Advisors, LLC132,640
0.9% of portfolio›$7.0M
Occidental Asset Management, LLC131,437
0.6% of portfolio›$6.9M
RHS Financial, LLC121,122
2.2% of portfolio›$6.4M
Impact Capital Partners LLC109,455
1.6% of portfolio›$5.8M
Atria Investments, Inc103,462
0.1% of portfolio›$5.4M
Unison Advisors LLC95,588
0.4% of portfolio›$5.0M
TD Private Client Wealth LLC93,031
0.1% of portfolio›$4.9M
Capital Investment Advisory Services, LLC92,548
0.3% of portfolio›$4.9M
Segment Wealth Management, LLC89,953
0.2% of portfolio›$4.7M
Meredith Wealth Planning86,689
1.1% of portfolio›$4.6M
IFP Advisors, Inc85,028
0.1% of portfolio›$4.5M
NorthCrest Asset Manangement, LLC84,924
0.1% of portfolio›$4.4M
Signature Estate & Investment Advisors LLC83,850
0.1% of portfolio›$4.4M
1900 Wealth Management LLC80,306
0.2% of portfolio›$4.2M
Crusonia Wealth Advisors LLC70,332
0.6% of portfolio›$3.7M
Cambridge Investment Research Advisors, Inc.61,874
0.0% of portfolio›$3.3K
Independent Solutions Wealth Management, LLC59,061
0.4% of portfolio›$3.1M
Columbia Advisory Partners LLC56,648
1.6% of portfolio›$3.0M
Commonwealth Equity Services, LLC51,477
0.0% of portfolio›$2.7M
Columbus Macro, LLC46,269
0.2% of portfolio›$2.4M
Glass Jacobson Investment Advisors llc42,208
0.7% of portfolio›$2.2M
Brickley Wealth Management41,879
0.3% of portfolio›$2.2M
Professional Financial Advisors, LLC41,357
0.4% of portfolio›$2.2M
Klaas Financial Asset Advisors, LLC33,656
0.2% of portfolio›$1.8M
Ashton Thomas Private Wealth, LLC32,241
0.0% of portfolio›$1.7M
Southland Equity Partners LLC31,464
0.3% of portfolio›$1.7M
Kestra Advisory Services, LLC26,875
0.0% of portfolio›$1.4M
KFG LLC26,590
0.9% of portfolio›$1.4M
Cowa, LLC25,706
0.3% of portfolio›$1.4M
Creative Planning21,402
0.0% of portfolio›$1.1M
Meridian Wealth Management, LLC20,941
0.0% of portfolio›$1.1M
Mission Wealth Management, LP20,024
0.0% of portfolio›$1.1M
Fifth Third Securities, Inc.19,536
0.1% of portfolio›$1.0M
Kestra Private Wealth Services, LLC15,630
0.0% of portfolio›$822.6K
Creative Financial Designs Inc15,328
0.0% of portfolio›$806.7K
Virtus Family Office LLC14,957
0.6% of portfolio›$787.2K
Lanark Financial, Inc.13,926
0.0% of portfolio›$732.9K
Finward Bancorp13,407
0.5% of portfolio›$705.6K
Ackerman Capital Advisors, LLC12,187
0.1% of portfolio›$641.4K
Bell Investment Advisors, Inc11,997
0.1% of portfolio›$631.4K
Strategic Blueprint, LLC11,507
0.0% of portfolio›$605.6K
William John Sempolinski10,704
0.2% of portfolio›$563.4K
Sweeney & Michel, LLC10,183
0.1% of portfolio›$535.9K
Planning Strategies Inc.9,954
0.3% of portfolio›$523.9K
Prime Capital Investment Advisors, LLC9,659
0.0% of portfolio›$508.4K
LexAurum Advisors, LLC9,056
0.1% of portfolio›$476.6K
Seed Wealth Management, Inc.7,400
0.2% of portfolio›$389.5K
Breakwater Capital Group7,181
0.0% of portfolio›$378.0K
Oregon Pacific Wealth Management, LLC7,170
0.3% of portfolio›$377.4K
Mission Financial Group, LLC6,958
0.3% of portfolio›$366.2K
Fifth Third Bancorp6,777
0.0% of portfolio›$356.7K
Wingate Wealth Advisors, Inc.6,516
0.1% of portfolio›$342.9K
SteelPeak Wealth, LLC6,482
0.0% of portfolio›$341.1K
Kuhn & Co Investment Counsel6,459
0.2% of portfolio›$339.9K
US Bancorp \de\6,352
0.0% of portfolio›$334.3K
WealthCare Investment Partners, LLC6,340
0.1% of portfolio›$333.7K
Guerra PAN Advisors, LLC6,287
0.2% of portfolio›$322.6K
Tufton Capital Management6,205
0.0% of portfolio›$326
Lodestone Wealth Management LLC6,181
0.1% of portfolio›$325.3K
Compound Planning, Inc.5,929
0.0% of portfolio›$312.0K
Weaver Consulting Group5,770
0.1% of portfolio›$303.7K
HB Wealth Management, LLC5,441
0.0% of portfolio›$286.4K
World Equity Group, Inc.5,156
0.1% of portfolio›$271.4K
Soltis Investment Advisors LLC5,094
0.0% of portfolio›$268.1K
ADE, LLC4,974
0.1% of portfolio›$261.8K
Oppenheimer & Co Inc4,838
0.0% of portfolio›$254.6K
Lazari Capital Management, Inc.4,274
0.1% of portfolio›$224.9K
Facet Wealth, Inc.4,158
0.0% of portfolio›$218.8K
Polaris Investment Advisors, LLC4,050
0.1% of portfolio›$213.2K
Compass Ion Advisors, LLC3,904
0.0% of portfolio›$205.5K
Integrity Investment Advisors, LLC3,814
0.1% of portfolio›$200.7K
Portfolio Resources Advisor Group, Inc.2,629
0.1% of portfolio›$138.4K
Farther Finance Advisors, LLC1,830
0.0% of portfolio›$96.3K
AlphaCore Capital LLC1,373
0.0% of portfolio›$72.3K
American Capital Advisory, LLC1,115
0.0% of portfolio›$58.7K
Plante Moran Financial Advisors, LLC1,112
0.0% of portfolio›$58.5K
Elevate Wealth Advisory, Inc746
0.0% of portfolio›$39.3K
Compass Financial Management LLC732
0.0% of portfolio›$38.5K
Assetmark, Inc698
0.0% of portfolio›$36.7K
Key FInancial Inc657
0.0% of portfolio›$34.6K
Turtle Creek Wealth Advisors, LLC650
0.0% of portfolio›$34.2K
Parkside Financial Bank & Trust640
0.0% of portfolio›$33.7K
Root Financial Partners, LLC559
0.0% of portfolio›$29.4K
DecisionPoint Financial, LLC547
0.0% of portfolio›$28.6K
Fairway Wealth LLC417
0.0% of portfolio›$21.9K
Oakworth Capital, Inc.410
0.0% of portfolio›$21.6K
Cassaday & Co Wealth Management LLC270
0.0% of portfolio›$14.2K
Cranbrook Wealth Management, LLC234
0.0% of portfolio›$12.3K
Elyxium Wealth, LLC154
0.0% of portfolio›$8.1K
Key Capital Management, Inc142
0.0% of portfolio›$7.5K
Mather Group, Llc.128
0.0% of portfolio›$6.7K
Owl Creek Wealth Partners LLC126
0.0% of portfolio›$6.6K
Vima LLC99
0.0% of portfolio›$5.2K
Blue Trust, Inc.91
0.0% of portfolio›$4.8K
Triumph Capital Management75
0.0% of portfolio›$3.9K
Pacific Center for Financial Services63
0.0% of portfolio›$3.3K
Citigroup Inc60
0.0% of portfolio›$3.2K
Vermillion Wealth Management, Inc.57
0.0% of portfolio›$3.0K
Essential Investment Partners LLC28
0.0% of portfolio›$1.5K
IMG Wealth Management, Inc.24
0.0% of portfolio›$1.3K
Cape Investment Advisory, Inc.22
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
14,373,925$743.6M1.1%CoreLowPlymouth, MN2026-10-13
Ritholtz Wealth Management
1,865,577$98.2M1.4%IndexLowNew York, NY2026-11-05
Symmetry Partners, LLC
952,746$50.1M2.6%ETFLowGlastonbury, CT2026-10-27
Acropolis Investment Management, LLC
645,542$34.0M1.4%ETFLowSt. Louis, MO2026-10-08
Kathmere Capital Management, LLC
515,553$27.1M1.3%ETFLowWayne, PA2026-10-20
Shore Point Advisors, LLC
494,486$21.3M6.8%ETFLowBrielle, NJ2026-10-14
Armbruster Capital Management, Inc.
462,821$24.4M3.7%ETFVery LowPittsford, NY2026-10-19
Cabot Wealth Management Inc
333,431$17.5M1.8%CoreMediumBeverly, MA2026-11-05
Venture Visionary Partners LLC
319,657$16.8M0.4%CoreLowSylvania, OH2026-10-07
Straight Path Wealth Management
313,706$16.5M3.7%ETFLowJenison, MI2026-10-23
Financial Partners Group, Inc
288,760$15.2M1.6%ETFLowOverland Park, KS2026-10-19
Vise Technologies, Inc.
284,199$15.0M0.1%IndexLowNew York, NY2026-10-29
Family Capital Trust Co
269,094$14.2M4.5%CoreLowPeabody, MA2026-10-22
Focus Financial Network, Inc.
265,880$14.0M0.4%ETFLowMinneapolis, MN2026-10-14
Atwood & Palmer Inc
216,001$11.4M0.6%CoreVery LowKansas City, MO2026-10-08
Apella Capital, LLC
205,961$10.8M0.1%ETFVery LowWest Hartford, CT2026-10-08
Wealth Enhancement Trust Services, Inc.
205,583$10.8M1.2%GrowthMediumSioux Falls, SD2026-10-07
Archvest Wealth Advisors, Inc.
191,255$10.1M5.0%ETFLowConcord, CA2026-10-29
Fifth Third Wealth Advisors LLC
176,477$9.3M0.2%IndexVery LowCincinnati, OH2026-10-22
CGC Financial Services, LLC
171,398$9.0M2.0%ETFLowLake Oswego, OR2026-10-13
Riversedge Advisors, LLC
132,640$7.0M0.9%ETFMediumWilmington, DE2026-10-09
Occidental Asset Management, LLC
131,437$6.9M0.6%GrowthLowBurlingame, CA2026-11-05
RHS Financial, LLC
121,122$6.4M2.2%ETFMediumSan Francisco, CA2026-10-13
Impact Capital Partners LLC
109,455$5.8M1.6%GrowthLowGreenwood Village, CO2026-10-22
Atria Investments, Inc
103,462$5.4M0.1%CoreMediumCharlotte, NC2026-10-15
Unison Advisors LLC
95,588$5.0M0.4%ETFVery LowProvidence, RI2026-10-29
TD Private Client Wealth LLC
93,031$4.9M0.1%ETFLowNew York, NY2026-10-28
Capital Investment Advisory Services, LLC
92,548$4.9M0.3%CoreMediumRaleigh, NC2026-10-30
Segment Wealth Management, LLC
89,953$4.7M0.2%CoreLowHouston, TX2026-10-26
Meredith Wealth Planning
86,689$4.6M1.1%ETFLowMaryville, IL2026-10-14
IFP Advisors, Inc
85,028$4.5M0.1%GrowthLowTampa, FL2026-10-16
NorthCrest Asset Manangement, LLC
84,924$4.4M0.1%GrowthLowPlymouth, MN2026-10-13
Signature Estate & Investment Advisors LLC
83,850$4.4M0.1%ETFMediumLos Angeles, CA2026-10-13
1900 Wealth Management LLC
80,306$4.2M0.2%ETFLowSan Antonio, TX2026-10-13
Crusonia Wealth Advisors LLC
70,332$3.7M0.6%ETFVery LowDenver, CO2026-10-26
Cambridge Investment Research Advisors, Inc.
61,874$3.3K0.0%ETFLowFairfield, IA2026-11-02
Independent Solutions Wealth Management, LLC
59,061$3.1M0.4%GrowthLowWilliamsville, NY2026-10-28
Columbia Advisory Partners LLC
56,648$3.0M1.6%ETFMediumSpokane, WA2026-10-15
Commonwealth Equity Services, LLC
51,477$2.7M0.0%ETFLowWaltham, MA2026-11-02
Columbus Macro, LLC
46,269$2.4M0.2%YieldMediumNew Castle, PA2026-10-14
Glass Jacobson Investment Advisors llc
42,208$2.2M0.7%ETFLowOwings Mills, MD2026-10-26
Brickley Wealth Management
41,879$2.2M0.3%ETFVery LowSan Mateo, CA2026-11-04
Professional Financial Advisors, LLC
41,357$2.2M0.4%ETFMediumNorth Platte, NE2026-10-13
Klaas Financial Asset Advisors, LLC
33,656$1.8M0.2%ETFVery LowLoves Park, IL2026-10-19
Ashton Thomas Private Wealth, LLC
32,241$1.7M0.0%CoreMediumScottsdale, AZ2026-11-03
Southland Equity Partners LLC
31,464$1.7M0.3%ETFLowWildwood, MO2026-10-14
Kestra Advisory Services, LLC
26,875$1.4M0.0%CoreLowAustin, TX2026-11-02
KFG LLC
26,590$1.4M0.9%ETFN/ARapid City, SD2026-11-02
Cowa, LLC
25,706$1.4M0.3%ETFMediumTulsa, OK2026-10-30
Creative Planning
21,402$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Meridian Wealth Management, LLC
20,941$1.1M0.0%GrowthLowLexington, KY2026-11-05
Mission Wealth Management, LP
20,024$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Fifth Third Securities, Inc.
19,536$1.0M0.1%ETFLowCincinnati, OH2026-10-21
Kestra Private Wealth Services, LLC
15,630$822.6K0.0%GrowthLowAustin, TX2026-10-30
Creative Financial Designs Inc
15,328$806.7K0.0%ETFMediumKokomo, IN2026-11-04
Virtus Family Office LLC
14,957$787.2K0.6%Deep ValueMediumEl Paso, TX2026-10-30
Lanark Financial, Inc.
13,926$732.9K0.0%CoreMediumBirmingham, AL2026-10-26
Finward Bancorp
13,407$705.6K0.5%CoreLowMunster, IN2026-10-14
Ackerman Capital Advisors, LLC
12,187$641.4K0.1%ETFLowDallas, TX2026-10-30
Bell Investment Advisors, Inc
11,997$631.4K0.1%ETFVery LowOrinda, CA2026-10-29
Strategic Blueprint, LLC
11,507$605.6K0.0%ETFLowAtlanta, GA2026-10-22
William John Sempolinski
10,704$563.4K0.2%MomentumLowEaston, MA2026-10-20
Sweeney & Michel, LLC
10,183$535.9K0.1%ETFVery LowChico, CA2026-10-16
Planning Strategies Inc.
9,954$523.9K0.3%ETFN/ALancaster, PA2026-10-02
Prime Capital Investment Advisors, LLC
9,659$508.4K0.0%ETFLowOverland Park, KS2026-10-20
LexAurum Advisors, LLC
9,056$476.6K0.1%ETFLowOverland Park, KS2026-10-19
Seed Wealth Management, Inc.
7,400$389.5K0.2%ETFMediumEvanston, IL2026-10-20
Breakwater Capital Group
7,181$378.0K0.0%ETFLowParamus, NJ2026-10-09
Oregon Pacific Wealth Management, LLC
7,170$377.4K0.3%ETFMediumMedford, OR2026-10-20
Mission Financial Group, LLC
6,958$366.2K0.3%ETFN/AHonolulu, HI2026-10-21
Fifth Third Bancorp
6,777$356.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Wingate Wealth Advisors, Inc.
6,516$342.9K0.1%ETFVery LowLexington, MA2026-10-26
SteelPeak Wealth, LLC
6,482$341.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
Kuhn & Co Investment Counsel
6,459$339.9K0.2%CoreLowChicago, IL2026-10-29
US Bancorp \de\
6,352$334.3K0.0%IndexLowMinneapolis, MN2026-11-05
WealthCare Investment Partners, LLC
6,340$333.7K0.1%ETFLowPortsmouth, RI2026-11-05
Guerra PAN Advisors, LLC
6,287$322.6K0.2%GrowthVery LowMontclair, NJ2026-10-26
Tufton Capital Management
6,205$3260.0%CoreVery LowHunt Valley, MD2026-10-20
Lodestone Wealth Management LLC
6,181$325.3K0.1%CoreLowSpokane, WA2026-10-14
Compound Planning, Inc.
5,929$312.0K0.0%CoreLowNew York, NY2026-11-05
Weaver Consulting Group
5,770$303.7K0.1%ETFLowHuntington Beach, CA2026-10-07
HB Wealth Management, LLC
5,441$286.4K0.0%IndexVery LowAtlanta, GA2026-10-23
World Equity Group, Inc.
5,156$271.4K0.1%GrowthMediumSchaumburg, IL2026-10-14
Soltis Investment Advisors LLC
5,094$268.1K0.0%CoreMediumSt. George, UT2026-10-28
ADE, LLC
4,974$261.8K0.1%ETFLowBaltimore, MD2026-10-29
Oppenheimer & Co Inc
4,838$254.6K0.0%CoreLowNew York, NY2026-10-26
Lazari Capital Management, Inc.
4,274$224.9K0.1%GrowthLowBurbank, CA2026-10-20
Facet Wealth, Inc.
4,158$218.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Polaris Investment Advisors, LLC
4,050$213.2K0.1%ETFMediumFramingham, MA2026-10-20
Compass Ion Advisors, LLC
3,904$205.5K0.0%ETFVery LowConshohocken, PA2026-10-23
Integrity Investment Advisors, LLC
3,814$200.7K0.1%ETFMediumFort Collins, CO2026-11-03
Portfolio Resources Advisor Group, Inc.
2,629$138.4K0.1%ETFMediumCoral Gables, FL2026-10-20
Farther Finance Advisors, LLC
1,830$96.3K0.0%IndexLowSan Francisco, CA2026-10-08
AlphaCore Capital LLC
1,373$72.3K0.0%ETFLowLa Jolla, CA2026-11-04
American Capital Advisory, LLC
1,115$58.7K0.0%ETFLowKetchum, ID2026-10-28
Plante Moran Financial Advisors, LLC
1,112$58.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Elevate Wealth Advisory, Inc
746$39.3K0.0%ETFVery LowAthens, GA2026-10-29
Compass Financial Management LLC
732$38.5K0.0%CoreN/ATampa, FL2026-10-30
Assetmark, Inc
698$36.7K0.0%ETFLowConcord, CA2026-10-21
Key FInancial Inc
657$34.6K0.0%ETFLowWest Chester, PA2026-11-02
Turtle Creek Wealth Advisors, LLC
650$34.2K0.0%GrowthLowDallas, TX2026-10-15
Parkside Financial Bank & Trust
640$33.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
559$29.4K0.0%ETFMediumEncinitas, CA2026-10-21
DecisionPoint Financial, LLC
547$28.6K0.0%ETFVery LowMesa, AZ2026-10-27
Fairway Wealth LLC
417$21.9K0.0%ETFLowIndependence, OH2026-10-30
Oakworth Capital, Inc.
410$21.6K0.0%ETFLowBirmingham, AL2026-10-26
Cassaday & Co Wealth Management LLC
270$14.2K0.0%ETFVery LowMclean, VA2026-10-27
Cranbrook Wealth Management, LLC
234$12.3K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Elyxium Wealth, LLC
154$8.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Key Capital Management, Inc
142$7.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Mather Group, Llc.
128$6.7K0.0%ETFMediumChicago, IL2026-10-14
Owl Creek Wealth Partners LLC
126$6.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Vima LLC
99$5.2K0.0%CoreLowTroy, MI2026-10-23
Blue Trust, Inc.
91$4.8K0.0%ETFLowBrentwood, TN2026-10-15
Triumph Capital Management
75$3.9K0.0%ETFMediumDenver, CO2026-10-14
Pacific Center for Financial Services
63$3.3K0.0%ETFMediumDanville, CA2026-10-15
Citigroup Inc
60$3.2K0.0%CoreMediumNew York, NY2026-11-04
Vermillion Wealth Management, Inc.
57$3.0K0.0%ValueLowRosemount, MN2026-10-26
Essential Investment Partners LLC
28$1.5K0.0%GrowthLowEnglewood, CO2026-10-27
IMG Wealth Management, Inc.
24$1.3K0.0%ETFMediumJacksonville, FL2026-10-27
Cape Investment Advisory, Inc.
22$1.2K0.0%ETFLowMcdonough, GA2026-10-13