Vault-13

ISHARES TR IMTM

MSCI INTL MOMENT · ETP · CUSIP 46434V449

235 institutional holders +3 vs Q1 2026
63,906,13463.9m shares reported held*
$3.4bnreported value*
30 new 103 added 60 reduced 25 sold out net bought ≈ $218.4m (+4.1m 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 ($29.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.05.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 98Q4 22: 102Q1 23: 100Q2 23: 110Q3 23: 105Q4 23: 117Q1 24: 137Q2 24: 155Q3 24: 153Q4 24: 166Q1 25: 171Q2 25: 193Q3 25: 206Q4 25: 228Q1 26: 232Q2 26: 235235Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025206
Q4 2025228
Q1 2026232
Q2 2026235

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 111 bought or addedQ3 25: 80 cut or sold outQ4 25: 138 bought or addedQ4 25: 66 cut or sold outQ4 25Q1 26: 113 bought or addedQ1 26: 86 cut or sold outQ2 26: 133 bought or addedQ2 26: 85 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247966
Q4 20249744
Q1 20258766
Q2 202511951
Q3 202511180
Q4 202513866
Q1 202611386
Q2 202613385

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +1,841,268+1.8m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +1,448,633+1.4m
PEAPACK GLADSTONE FINANCIAL CORP Added +134,899+134.9k
EP Wealth Advisors, LLC Added +128,438+128.4k
Fifth Third Wealth Advisors LLC New +119,296+119.3k
MORGAN STANLEY Added +103,207+103.2k
RITHOLTZ WEALTH MANAGEMENT Added +102,546+102.5k
AMERIPRISE FINANCIAL INC Added +91,834+91.8k
Nuveen, LLC New +79,667+79.7k
Cambridge Investment Research Advisors, Inc. Added +76,473+76.5k

Biggest sellers

CITADEL ADVISORS LLC Sold out -243,552-243.6k
JANE STREET GROUP, LLC Sold out -229,425-229.4k
ROYAL BANK OF CANADA Reduced -208,133-208.1k
BlackRock, Inc. Reduced -130,985-131.0k
Segment Wealth Management, LLC Reduced -100,506-100.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -55,284-55.3k
Alexis Investment Partners, LLC Reduced -48,051-48.1k
NewEdge Advisors, LLC Reduced -45,200-45.2k
JPMORGAN CHASE & CO Reduced -29,517-29.5k
Medallion Wealth Advisors, LLC Reduced -24,200-24.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MERCER GLOBAL ADVISORS INC /ADV 1.70% of their portfolio DENVER, CO 25,849,05325.8m $1.4bn $1.4bn 1.70% Added +1.8m +1,841,268
2 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.18% of their portfolio PLYMOUTH, MN 13,428,39313.4m $703.5m $703.5m 1.18% Added +1.4m +1,448,633
3 RITHOLTZ WEALTH MANAGEMENT 1.45% of their portfolio NEW YORK, NY 1,825,2751.8m $97.3m $97.3m 1.45% Added +102.5k +102,546
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,554,5311.6m $82.9m $82.9m 0.00% Added +103.2k +103,207
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 1,165,7481.2m $62.2m $62.2m 0.03% Added +63.5k +63,525
6 Symmetry Partners, LLC 2.58% of their portfolio GLASTONBURY, CT 948,588948.6k $50.6m $50.6m 2.58% Added +30.4k +30,355
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 764,004764.0k $40.7m $40.7m 0.01% Added +91.8k +91,834
8 FMR LLC 0.00% of their portfolio BOSTON, MA 755,702755.7k $40.3m $40.3m 0.00% Added +59.0k +58,993
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 743,848743.8k $39.7m $39.7m 0.00% Added +11.6k +11,634
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 733,639733.6k $39.1m $39.1m 0.01% Reduced -16.0k -16,033
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 672,511672.5k $35.9m $35.9m 0.01% Added +66.6k +66,596
12 Mariner, LLC 0.04% of their portfolio Overland Park, KS 665,140665.1k $35.5m $35.5m 0.04% Added +45.7k +45,676
13 UBS Group AG 0.01% of their portfolio ZURICH, V8 659,017659.0k $35.1m $35.1m 0.01% Added +56.5k +56,493
14 Acropolis Investment Management, LLC 1.35% of their portfolio ST. LOUIS, MO 640,207640.2k $34.1m $34.1m 1.35% Added +7.1k +7,091
15 GREAT VALLEY ADVISOR GROUP, INC. 0.46% of their portfolio WILMINGTON, DE 548,458548.5k $29.2m $29.2m 0.46% Added +71.6k +71,634
16 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 484,705484.7k $25.8m $25.8m 0.05% Added +5.9k +5,857
17 Shore Point Advisors, LLC 7.12% of their portfolio BRIELLE, NJ 483,285483.3k $20.8m $20.8m 7.12% Added +30.0k +29,983
18 Armbruster Capital Management, Inc. 3.66% of their portfolio PITTSFORD, NY 460,391460.4k $24.6m $24.6m 3.66% Added +7.5k +7,464
19 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 457,807457.8k $24.4m $24.4m 0.01% Added +54.5k +54,511
20 Kathmere Capital Management, LLC 1.29% of their portfolio WAYNE, PA 455,627455.6k $24.3m $24.3m 1.29% Added +22.1k +22,149
21 PEAPACK GLADSTONE FINANCIAL CORP 0.23% of their portfolio BEDMINSTER, NJ 369,827369.8k $19.7m $19.7m 0.23% Added +134.9k +134,899
22 ATLAS CAPITAL ADVISORS INC. 1.89% of their portfolio JACKSON, WY 324,355324.4k $17.3m $17.3m 1.89% Added +67.7k +67,677
23 AdvisorShares Investments LLC 2.08% of their portfolio BETHESDA, MD 323,586323.6k $17.3m $17.3m 2.08% Reduced -9.5k -9,502
24 CABOT WEALTH MANAGEMENT INC 1.75% of their portfolio BEVERLY, MA 322,958323.0k $17.2m $17.2m 1.75% Added +7.8k +7,764
25 Venture Visionary Partners LLC 0.46% of their portfolio Sylvania, OH 311,126311.1k $16.6m $16.6m 0.46% Added +20.0k +19,971
26 Straight Path Wealth Management 3.72% of their portfolio Jenison, MI 298,739298.7k $15.9m $15.9m 3.72% Added +3.8k +3,799
27 Family Capital Trust Co 4.68% of their portfolio PEABODY, MA 269,905269.9k $14.4m $14.4m 4.68% Reduced -77 -77
28 Vise Technologies, Inc. 0.16% of their portfolio NEW YORK, NY 268,566268.6k $14.3m $14.3m 0.16% Added +48.4k +48,391
29 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 267,302267.3k $14.3m $14.3m 0.03% Added +46.5k +46,482
30 Focus Financial Network, Inc. 0.44% of their portfolio MINNEAPOLIS, MN 264,351264.4k $14.1m $14.1m 0.44% Added +4.9k +4,932
31 Financial Partners Group, Inc 1.37% of their portfolio Overland Park, KS 253,750253.8k $13.5m $13.5m 1.37% Added +46.6k +46,580
32 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 235,122235.1k $12.5m $12.5m 0.01% Added +21.4k +21,446
33 ATWOOD & PALMER INC 0.64% of their portfolio KANSAS CITY, MO 224,812224.8k $12.0m $12.0m 0.64% Reduced -3.9k -3,905
34 Apella Capital, LLC 0.16% of their portfolio WEST HARTFORD, CT 214,996215.0k $11.2m $11.2m 0.16% Reduced -7.0k -6,974
35 Solano Wealth Investment Advisors LLC 5.09% of their portfolio Fairfield, CA 209,765209.8k $11.2m $11.2m 5.09% Added +581 +581
36 Sequoia Financial Advisors, LLC 0.05% of their portfolio Akron, OH 199,961200.0k $10.7m $10.7m 0.05% Reduced -1.1k -1,132
37 Archvest Wealth Advisors, Inc. 5.68% of their portfolio CONCORD, CA 183,959184.0k $9.8m $9.8m 5.68% Reduced -1.0k -1,030
38 BlackRock, Inc. 0.00% of their portfolio New York, NY 174,505174.5k $9.3m $9.3m 0.00% Reduced -131.0k -130,985
39 CGC Financial Services, LLC 2.08% of their portfolio LAKE OSWEGO, OR 173,298173.3k $9.2m $9.2m 2.08% Reduced -2.7k -2,696
40 Wealth Enhancement Trust Services, Inc. 1.00% of their portfolio SIOUX FALLS, SD 169,524169.5k $9.0m $9.0m 1.00% Added +22.8k +22,819
41 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 160,362160.4k $8.6m $8.6m 0.01% Reduced -1.4k -1,360
42 Venturi Wealth Management, LLC 0.32% of their portfolio AUSTIN, TX 157,490157.5k $8.4m $8.4m 0.32% Added +13.8k +13,779
43 Alexis Investment Partners, LLC 4.54% of their portfolio MONTGOMERY, TX 146,985147.0k $7.8m $7.8m 4.54% Reduced -48.1k -48,051
44 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 135,471135.5k $7.2m $7.2m 0.03% Added +128.4k +128,438
45 Occidental Asset Management, LLC 0.68% of their portfolio Burlingame, CA 128,611128.6k $6.9m $6.9m 0.68% Added +7.3k +7,333
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 123,523123.5k $6.6m $6.6m 0.00% Reduced -208.1k -208,133
47 Financial Freedom, LLC 3.02% of their portfolio CINCINNATI, OH 123,503123.5k $6.6m $6.6m 3.02% Reduced -6.9k -6,921
48 Fifth Third Wealth Advisors LLC 0.18% of their portfolio Cincinnati, OH 119,296119.3k $6.4m $6.4m 0.18% New
49 Veridan Wealth LLC 2.21% of their portfolio WEST LINN, OR 118,750118.8k $6.3m $6.3m 2.21% Added +4.8k +4,794
50 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 118,074118.1k $6.3m $6.3m 0.01% Added +76.5k +76,473
51 Tacita Capital Inc 3.21% of their portfolio TORONTO, A6 110,746110.7k $5.9m $5.9m 3.21% Added +1.2k +1,182
52 Segment Wealth Management, LLC 0.30% of their portfolio HOUSTON, TX 109,113109.1k $5.8m $5.8m 0.30% Reduced -100.5k -100,506
53 Impact Capital Partners LLC 1.58% of their portfolio GREENWOOD VILLAGE, CO 108,501108.5k $5.8m $5.8m 1.58% Added +4.2k +4,183
54 RHS Financial, LLC 2.29% of their portfolio SAN FRANCISCO, CA 106,314106.3k $5.7m $5.7m 2.29% Added +27.7k +27,702
55 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 103,372103.4k $5.5m $5.5m 0.06% Added +1.1k +1,100
56 Rollins Financial Advisors, LLC 0.70% of their portfolio ATLANTA, GA 100,317100.3k $5.3m $5.3m 0.70% Added +43.8k +43,774
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 96,83496.8k $5.1m $5.1m 0.00% Reduced -29.5k -29,517
58 Unison Advisors LLC 0.35% of their portfolio PROVIDENCE, RI 93,35193.4k $5.0m $5.0m 0.35% Added +3.5k +3,480
59 Independent Solutions Wealth Management, LLC 0.63% of their portfolio Williamsville, NY 90,72090.7k $4.8m $4.8m 0.63% Added +7.7k +7,663
60 Capital Investment Advisory Services, LLC 0.30% of their portfolio RALEIGH, NC 90,36290.4k $4.8m $4.8m 0.30% Added +17.9k +17,903
61 TD PRIVATE CLIENT WEALTH LLC 0.09% of their portfolio NEW YORK, NY 89,93289.9k $4.8m $4.8m 0.09% Added +61.1k +61,064
62 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 87,48787.5k $4.7m $4.7m 0.00% Unchanged
63 Meredith Wealth Planning 1.09% of their portfolio MARYVILLE, IL 86,85586.9k $4.6m $4.6m 1.09% Added +376 +376
64 SHUFRO ROSE & CO LLC 0.26% of their portfolio NEW YORK, NY 85,27085.3k $4.5m $4.5m 0.26% Reduced -443 -443
65 FAS Wealth Partners, Inc. 0.24% of their portfolio LEAWOOD, KS 84,63884.6k $4.5m $4.5m 0.24% Added +188 +188
66 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.08% of their portfolio LOS ANGELES, CA 81,43081.4k $4.3m $4.3m 0.08% Added +8.3k +8,280
67 1900 WEALTH MANAGEMENT LLC 0.24% of their portfolio SAN ANTONIO, TX 80,30680.3k $4.3m $4.3m 0.24% Added +84 +84
68 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 79,66779.7k $4.2m $4.2m 0.00% New
69 NorthCrest Asset Manangement, LLC 0.10% of their portfolio PLYMOUTH, MN 76,65576.7k $4.0m $4.0m 0.10% Added +15.4k +15,409
70 Stratos Wealth Advisors, LLC 0.20% of their portfolio BEACHWOOD, OH 69,56269.6k $3.7m $3.7m 0.20% Added +2.0k +2,031
71 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 68,52968.5k $3.7m $3.7m 0.00% Reduced -2.2k -2,224
72 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 67,26167.3k $3.6m $3.6m 0.01% Added +8.6k +8,640
73 Betterment LLC 0.01% of their portfolio NEW YORK, NY 66,46066.5k $3.5m $3.5m 0.01% Added +1.6k +1,629
74 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 61,33161.3k $3.3m $3.3m 0.07% Added +350 +350
75 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 59,20559.2k $3.2m $3.2m 0.06% Added +3.9k +3,939
76 COLUMBIA ADVISORY PARTNERS LLC 1.71% of their portfolio SPOKANE, WA 58,01858.0k $3.1m $3.1m 1.71% Added +1.7k +1,747
77 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 57,82457.8k $3.1m $3.1m 0.00% Added +7.5k +7,527
78 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 56,30956.3k $3.0m $3.0m 0.01% Reduced -45.2k -45,200
79 MorganRosel Wealth Management, LLC 0.99% of their portfolio HIGHLANDS RANCH, CO 55,05255.1k $2.9m $2.9m 0.99% Added +5.5k +5,543
80 Columbus Macro, LLC 0.27% of their portfolio NEW CASTLE, PA 52,53152.5k $2.8m $2.8m 0.27% Added +520 +520
81 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 52,32952.3k $2.8m $2.8m 0.02% Added +3.1k +3,106
82 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 51,92451.9k $2.8m $2.8m 0.00% Reduced -3.0k -3,044
83 DOPKINS WEALTH MANAGEMENT, LLC 0.96% of their portfolio WILLIAMSVILLE, NY 49,39249.4k $2.6m $2.6m 0.96% Added +168 +168
84 Crusonia Wealth Advisors LLC 0.43% of their portfolio DENVER, CO 49,04349.0k $2.6m $2.6m 0.43% Added +16.7k +16,747
85 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 48,66848.7k $2.6m $2.6m 0.00% Added +9.3k +9,259
86 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 48,47748.5k $2.6m $2.6m 0.02% Reduced -1.0k -1,010
87 INSIGNEO ADVISORY SERVICES, LLC 0.10% of their portfolio MIAMI, FL 48,40948.4k $2.6m $2.6m 0.10% Added +30.8k +30,809
88 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 46,82546.8k $2.5m $2.5m 0.01% Added +13.9k +13,944
89 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 46,43646.4k $2.5m $2.5m 0.00% Reduced -678 -678
90 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 43,50443.5k $2.3m $2.3m 0.00% Added +969 +969
91 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 43,26043.3k $2.3m $2.3m 0.00% Added +11.3k +11,348
92 Brickley Wealth Management 0.32% of their portfolio SAN MATEO, CA 41,58641.6k $2.2m $2.2m 0.32% Added +973 +973
93 Professional Financial Advisors, LLC 0.38% of their portfolio NORTH PLATTE, NE 40,92140.9k $2.2m $2.2m 0.38% Added +1.9k +1,928
94 WEST MICHIGAN ADVISORS, LLC 0.41% of their portfolio HOLLAND, MI 40,86040.9k $2.2m $2.2m 0.41% Added +5.4k +5,430
95 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 38,01638.0k $2.0m $2.0m 0.01% Added +1.4k +1,437
96 Glass Jacobson Investment Advisors llc 0.62% of their portfolio OWINGS MILLS, MD 37,03137.0k $2.0m $2.0m 0.62% Added +7.5k +7,469
97 Klaas Financial Asset Advisors, LLC 0.23% of their portfolio LOVES PARK, IL 34,22934.2k $1.8m $1.8m 0.23% Reduced -1.3k -1,332
98 Valued Retirements, Inc. 1.61% of their portfolio HOUSTON, TX 33,64333.6k $1.8m $1.8m 1.61% Reduced -448 -448
99 Southland Equity Partners LLC 0.30% of their portfolio WILDWOOD, MO 31,81431.8k $1.7m $1.7m 0.30% Reduced -985 -985
100 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 26,86626.9k $1.4m $1.4m 0.03% Reduced -7.2k -7,230