Vault-13

ISHARES TR IMTM

MSCI INTL MOMENT · ETP · CUSIP 46434V449

193 institutional holders +22 vs Q1 2025
78,094,36178.1m shares reported held*
$3.6bnreported value*
34 new 85 added 40 reduced 11 sold out net bought ≈ $250.0m (+5.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $45.59.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 98Q4 22: 102Q1 23: 100Q2 23: 110Q3 23: 105Q4 23: 117Q1 24: 137Q2 24: 155Q3 24: 153Q4 24: 166Q1 25: 171Q2 25: 193193Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202298
Q4 2022102
Q1 2023100
Q2 2023110
Q3 2023105
Q4 2023117
Q1 2024137
Q2 2024155
Q3 2024153
Q4 2024166
Q1 2025171
Q2 2025193

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 54 bought or addedQ3 23: 44 cut or sold outQ4 23: 52 bought or addedQ4 23: 49 cut or sold outQ4 23Q1 24: 84 bought or addedQ1 24: 39 cut or sold outQ2 24: 86 bought or addedQ2 24: 59 cut or sold outQ2 24Q3 24: 79 bought or addedQ3 24: 66 cut or sold outQ4 24: 97 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 87 bought or addedQ1 25: 66 cut or sold outQ2 25: 119 bought or addedQ2 25: 51 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235444
Q4 20235249
Q1 20248439
Q2 20248659
Q3 20247966
Q4 20249744
Q1 20258766
Q2 202511951

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +876,618+876.6k
MORGAN STANLEY Added +825,115+825.1k
MERCER GLOBAL ADVISORS INC /ADV Added +735,902+735.9k
ROYAL BANK OF CANADA Added +687,171+687.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +660,650+660.6k
RITHOLTZ WEALTH MANAGEMENT Added +270,053+270.1k
JANE STREET GROUP, LLC New +250,147+250.1k
Steward Partners Investment Advisory, LLC Added +186,392+186.4k
Solano Wealth Investment Advisors LLC New +182,858+182.9k
Cetera Investment Advisers Added +145,477+145.5k

Biggest sellers

BlackRock, Inc. Reduced -282,110-282.1k
VICTORY CAPITAL MANAGEMENT INC Reduced -203,124-203.1k
AMERIPRISE FINANCIAL INC Reduced -194,767-194.8k
FLOW TRADERS U.S. LLC Sold out -164,802-164.8k
Sequoia Financial Advisors, LLC Reduced -112,536-112.5k
Apella Capital, LLC Reduced -48,804-48.8k
Arizona PSPRS Trust Reduced -25,044-25.0k
Ariadne Wealth Management, LP Reduced -10,936-10.9k
Venturi Wealth Management, LLC Reduced -9,080-9.1k
GREAT OAK CAPITAL PARTNERS, LLC Reduced -6,823-6.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MERCER GLOBAL ADVISORS INC /ADV 2.12% of their portfolio DENVER, CO 20,627,63720.6m $942.5m $942.5m 2.12% Added +735.9k +735,902
2 ENVESTNET ASSET MANAGEMENT INC 0.25% of their portfolio Berwyn, PA 18,821,98718.8m $860.0m $860.0m 0.25% Added +876.6k +876,618
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.37% of their portfolio PLYMOUTH, MN 18,286,64918.3m $828.8m $828.8m 1.37% Added +660.6k +660,650
4 VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio San Antonio, TX 1,580,9901.6m $72.2m $72.2m 0.05% Reduced -203.1k -203,124
5 RITHOLTZ WEALTH MANAGEMENT 1.48% of their portfolio NEW YORK, NY 1,469,1111.5m $67.1m $67.1m 1.48% Added +270.1k +270,053
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 988,858988.9k $45.2m $45.2m 0.00% Added +825.1k +825,115
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 789,921789.9k $36.1m $36.1m 0.00% Reduced -282.1k -282,110
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 735,580735.6k $33.6m $33.6m 0.00% Added +687.2k +687,171
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 621,816621.8k $28.4m $28.4m 0.02% Added +16.9k +16,881
10 Acropolis Investment Management, LLC 1.51% of their portfolio ST. LOUIS, MO 601,479601.5k $27.5m $27.5m 1.51% Added +5.9k +5,912
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 577,748577.7k $26.3m $26.3m 0.01% Reduced -194.8k -194,767
12 FMR LLC 0.00% of their portfolio BOSTON, MA 575,945575.9k $26.3m $26.3m 0.00% Added +29.1k +29,115
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 486,310486.3k $22.2m $22.2m 0.00% Added +121 +121
14 Mariner, LLC 0.03% of their portfolio Overland Park, KS 457,242457.2k $20.9m $20.9m 0.03% Added +27.9k +27,909
15 Armbruster Capital Management, Inc. 3.73% of their portfolio PITTSFORD, NY 450,342450.3k $20.6m $20.6m 3.73% Added +14.8k +14,815
16 GREAT VALLEY ADVISOR GROUP, INC. 0.42% of their portfolio WILMINGTON, DE 413,329413.3k $18.9m $18.9m 0.42% Added +81.3k +81,260
17 Kathmere Capital Management, LLC 1.43% of their portfolio WAYNE, PA 407,253407.3k $18.6m $18.6m 1.43% Added +3.9k +3,924
18 Symmetry Partners, LLC 2.19% of their portfolio GLASTONBURY, CT 389,319389.3k $17.8m $17.8m 2.19% Added +46.5k +46,488
19 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 372,969373.0k $17.0m $17.0m 0.04% Added +16.0k +16,018
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 362,529362.5k $16.6m $16.6m 0.00% Added +26.1k +26,091
21 Shore Point Advisors, LLC 7.81% of their portfolio BRIELLE, NJ 355,848355.8k $16.3m $16.3m 7.81% Added +3.8k +3,757
22 Apella Capital, LLC 0.36% of their portfolio WEST HARTFORD, CT 295,661295.7k $13.3m $13.3m 0.36% Reduced -48.8k -48,804
23 Klaas Financial Asset Advisors, LLC 2.06% of their portfolio LOVES PARK, IL 284,903284.9k $13.0m $13.0m 2.06% Added +1.3k +1,255
24 CABOT WEALTH MANAGEMENT INC 1.53% of their portfolio BEVERLY, MA 281,656281.7k $12.9m $12.9m 1.53% Reduced -3.0k -3,019
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 273,729273.7k $12.5m $12.5m 0.00% Added +97.5k +97,535
26 ATLAS CAPITAL ADVISORS INC. 1.47% of their portfolio JACKSON, WY 263,120263.1k $12.0m $12.0m 1.47% Reduced -5.6k -5,592
27 Family Capital Trust Co 4.10% of their portfolio PEABODY, MA 258,862258.9k $11.8m $11.8m 4.10% Reduced -1.9k -1,875
28 Straight Path Wealth Management 3.99% of their portfolio Jenison, MI 257,226257.2k $11.8m $11.8m 3.99% Added +9.8k +9,828
29 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 250,147250.1k $11.4m $11.4m 0.02% New
30 ATWOOD & PALMER INC 0.69% of their portfolio KANSAS CITY, MO 240,274240.3k $11.0m $11.0m 0.69% Reduced -3.7k -3,657
31 Sequoia Financial Advisors, LLC 0.07% of their portfolio Akron, OH 239,115239.1k $10.9m $10.9m 0.07% Reduced -112.5k -112,536
32 Meredith Wealth Planning 3.95% of their portfolio MARYVILLE, IL 237,925237.9k $10.9m $10.9m 3.95% Added +9.0k +9,042
33 CGC Financial Services, LLC 3.34% of their portfolio LAKE OSWEGO, OR 216,744216.7k $9.9m $9.9m 3.34% Reduced -4.7k -4,745
34 Segment Wealth Management, LLC 0.62% of their portfolio HOUSTON, TX 213,444213.4k $9.8m $9.8m 0.62% Reduced -738 -738
35 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 206,175206.2k $9.4m $9.4m 0.02% Added +145.5k +145,477
36 Vise Technologies, Inc. 0.39% of their portfolio NEW YORK, NY 205,484205.5k $9.4m $9.4m 0.39% First filing
37 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 187,310187.3k $8.6m $8.6m 0.07% Added +186.4k +186,392
38 PEAPACK GLADSTONE FINANCIAL CORP 0.12% of their portfolio BEDMINSTER, NJ 187,109187.1k $8.5m $8.5m 0.12% Added +133.8k +133,792
39 Solano Wealth Investment Advisors LLC 4.29% of their portfolio Fairfield, CA 182,858182.9k $8.4m $8.4m 4.29% New
40 Archvest Wealth Advisors, Inc. 6.85% of their portfolio CONCORD, CA 172,039172.0k $7.9m $7.9m 6.85% Added +9.4k +9,407
41 Empire Life Investments Inc. 0.45% of their portfolio Toronto, A6 153,600153.6k $7.0m $7.0m 0.45% Added +125.9k +125,900
42 Venturi Wealth Management, LLC 0.33% of their portfolio AUSTIN, TX 146,174146.2k $6.7m $6.7m 0.33% Reduced -9.1k -9,080
43 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 138,446138.4k $6.3m $6.3m 0.01% Added +49.3k +49,259
44 Financial Freedom, LLC 3.17% of their portfolio CINCINNATI, OH 128,891128.9k $5.9m $5.9m 3.17% Added +3.1k +3,102
45 Opes Wealth Management LLC 1.02% of their portfolio MENLO PARK, CA 125,321125.3k $5.7m $5.7m 1.02% Reduced -60 -60
46 Focus Financial Network, Inc. 0.23% of their portfolio MINNEAPOLIS, MN 124,985125.0k $5.7m $5.7m 0.23% Added +2.2k +2,183
47 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 111,920111.9k $5.1m $5.1m 0.01% Added +63.5k +63,539
48 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 108,945108.9k $5.0m $5.0m 0.01% Added +61.1k +61,066
49 Tacita Capital Inc 3.18% of their portfolio TORONTO, A6 108,409108.4k $5.0m $5.0m 3.18% Added +2.7k +2,744
50 Alexis Investment Partners, LLC 2.05% of their portfolio MONTGOMERY, TX 104,898104.9k $4.8m $4.8m 2.05% New
51 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 102,057102.1k $4.7m $4.7m 0.06% Added +1.2k +1,188
52 Financial Partners Group, Inc 0.59% of their portfolio Overland Park, KS 93,64493.6k $4.3m $4.3m 0.59% Added +65.1k +65,112
53 Occidental Asset Management, LLC 0.58% of their portfolio Burlingame, CA 91,74491.7k $4.2m $4.2m 0.58% Reduced -1.3k -1,252
54 Clark Capital Management Group, Inc. 0.03% of their portfolio PHILADELPHIA, PA 91,04591.0k $4.2m $4.2m 0.03% New
55 Unison Advisors LLC 0.45% of their portfolio PROVIDENCE, RI 88,67488.7k $4.1m $4.1m 0.45% Added +4.5k +4,522
56 Impact Capital Partners LLC 1.28% of their portfolio GREENWOOD VILLAGE, CO 85,43985.4k $3.9m $3.9m 1.28% Added +145 +145
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 85,35985.4k $3.9m $3.9m 0.00% Added +32.1k +32,134
58 FAS Wealth Partners, Inc. 0.28% of their portfolio LEAWOOD, KS 84,21484.2k $3.8m $3.8m 0.28% Added +440 +440
59 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 84,08684.1k $3.8m $3.8m 0.00% New
60 1900 WEALTH MANAGEMENT LLC 0.29% of their portfolio SAN ANTONIO, TX 83,71383.7k $3.8m $3.8m 0.29% Reduced -513 -513
61 SHUFRO ROSE & CO LLC 0.25% of their portfolio NEW YORK, NY 76,49976.5k $3.1m $3.1m 0.25% Reduced -390 -390
62 Columbus Macro, LLC 0.38% of their portfolio NEW CASTLE, PA 67,30167.3k $3.1m $3.1m 0.38% Reduced -898 -898
63 NorthCrest Asset Manangement, LLC 0.08% of their portfolio PLYMOUTH, MN 64,06264.1k $2.9m $2.9m 0.08% Added +2.5k +2,474
64 RHS Financial, LLC 1.64% of their portfolio SAN FRANCISCO, CA 63,35963.4k $2.9m $2.9m 1.64% Reduced -1.6k -1,638
65 Betterment LLC 0.01% of their portfolio NEW YORK, NY 63,32163.3k $2.9m $2.9m 0.01% Added +147 +147
66 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 61,16561.2k $2.8m $2.8m 0.00% Added +28.8k +28,797
67 Tactive Advisors, LLC 0.82% of their portfolio Jacksonville, FL 55,65755.7k $2.5m $2.5m 0.82% First filing
68 MorganRosel Wealth Management, LLC 0.69% of their portfolio HIGHLANDS RANCH, CO 55,36555.4k $2.5m $2.5m 0.69% Added +398 +398
69 Stratos Wealth Advisors, LLC 0.13% of their portfolio BEACHWOOD, OH 55,29755.3k $2.5m $2.5m 0.13% Added +27.2k +27,194
70 Financial Enhancement Group LLC 0.35% of their portfolio ANDERSON, IN 54,79754.8k $2.5m $2.5m 0.35% Reduced -629 -629
71 DOPKINS WEALTH MANAGEMENT, LLC 1.08% of their portfolio WILLIAMSVILLE, NY 52,69552.7k $2.4m $2.4m 1.08% Added +117 +117
72 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 52,69452.7k $2.4m $2.4m 0.03% Added +117 +117
73 Fifth Third Securities, Inc. 0.17% of their portfolio Cincinnati, OH 50,58150.6k $2.3m $2.3m 0.17% Added +1.3k +1,334
74 Vantage Financial Partners, LLC 0.51% of their portfolio ELM GROVE, WI 48,43848.4k $2.2m $2.2m 0.51% Reduced -3.1k -3,138
75 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.05% of their portfolio LOS ANGELES, CA 45,34945.3k $2.1m $2.1m 0.05% New
76 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 43,18543.2k $2.0m $2.0m 0.02% Reduced -498 -498
77 Valued Retirements, Inc. 2.20% of their portfolio HOUSTON, TX 42,61742.6k $1.9m $1.9m 2.20% Added +11.8k +11,814
78 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,77541.8k $1.9m $1.9m 0.00% Added +11.0k +11,025
79 Arizona PSPRS Trust 0.06% of their portfolio PHOENIX, AZ 40,70040.7k $1.9m $1.9m 0.06% Reduced -25.0k -25,044
80 Brickley Wealth Management 0.36% of their portfolio SAN MATEO, CA 40,61240.6k $1.9m $1.9m 0.36% Unchanged
81 Southland Equity Partners LLC 0.38% of their portfolio WILDWOOD, MO 37,86037.9k $1.7m $1.7m 0.38% Reduced -545 -545
82 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 36,11036.1k $1.6m $1.6m 0.01% Added +18.3k +18,292
83 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 31,62931.6k $1.4m $1.4m 0.04% Added +15.7k +15,689
84 Glass Jacobson Investment Advisors llc 0.55% of their portfolio OWINGS MILLS, MD 31,27831.3k $1.4m $1.4m 0.55% Added +4.4k +4,403
85 Capital Investment Advisory Services, LLC 0.11% of their portfolio RALEIGH, NC 30,56130.6k $1.4m $1.4m 0.11% Added +7.7k +7,674
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,19429.2k $1.3m $1.3m 0.00% Added +14.8k +14,815
87 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 28,86328.9k $1.3m $1.3m 0.01% New
88 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 27,89227.9k $1.3m $1.3m 0.00% Added +18.5k +18,476
89 Professional Financial Advisors, LLC 0.29% of their portfolio NORTH PLATTE, NE 27,70927.7k $1.3m $1.3m 0.29% Added +512 +512
90 RPS ADVISORY SOLUTIONS LLC 0.68% of their portfolio LOUISVILLE, KY 27,14127.1k $1.2m $1.2m 0.68% New
91 Callan Family Office, LLC 0.04% of their portfolio RADNOR, PA 24,42524.4k $1.1m $1.1m 0.04% Unchanged
92 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 23,98324.0k $1.1m $1.1m 0.00% Added +16.2k +16,200
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.08% of their portfolio KOKOMO, IN 22,86622.9k $1.0m $1.0m 0.08% Added +99 +99
94 COWA, LLC 0.40% of their portfolio Tulsa, OK 22,82422.8k $1.0m $1.0m 0.40% New
95 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 21,67021.7k $990.1k $990.1k 0.00% Added +1.8k +1,750
96 Simplicity Wealth,LLC 0.04% of their portfolio SUMMIT, NJ 19,22319.2k $878.3k $878.3k 0.04% New
97 CAPITAL ADVISORS INC/OK 0.02% of their portfolio TULSA, OK 19,21919.2k $878.1k $878.1k 0.02% Added +46 +46
98 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 19,05719.1k $870.7k $870.7k 0.02% Added +10.9k +10,851
99 Ariadne Wealth Management, LP 0.40% of their portfolio SANTA BARBARA, CA 18,03618.0k $843.7k $843.7k 0.40% Reduced -10.9k -10,936
100 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 17,90017.9k $817.9k $817.9k 0.03% New