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Disclosery

IMTM ISHARES TR

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SHS (fund)

230 managers (236 13F filers) reported a position in IMTM shares at 2026-06-30, 63,848,012 shares in all. 31 filers opened a position and 25 filers sold out during the quarter.

Managers
230
13F filers
236
New
31
Added
103
Reduced
61
Sold out
25
Shares held by filers
63,848,012

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV25,849,053$1.38B1.7%+1,841,26813F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,428,393$704M1.18%+1,448,63313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,825,275$97.3M1.45%+102,54613F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1,554,531$82.9M<0.01%+103,20713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,165,748$62.2M0.03%+63,52513F-HRTimelineGroup
Symmetry Partners, LLC948,588$50.6M2.58%+30,35513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC764,004$40.7M0.01%+91,83413F-HRTimelineGroup
FMR LLCin group FMR LLC755,702$40.3M<0.01%+58,99313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/743,848$39.7M<0.01%+11,63413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co733,639$39.1M0.01%-16,03313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC672,511$35.9M0.01%+66,59613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC665,140$35.5M0.04%+45,67613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding659,575$35.2M+55,011Timeline
Acropolis Investment Management, LLC640,207$34.1M1.35%+7,09113F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.548,458$29.2M0.46%+71,63413F-HRTimeline
Janney Montgomery Scott LLC484,705$25.8M0.05%+5,85713F-HRTimeline
Armbruster Capital Management, Inc.460,391$24.6M3.66%+7,46413F-HRTimeline
LPL Financial LLC457,807$24.4M0.01%+54,51113F-HRTimeline
Kathmere Capital Management, LLC455,627$24.3M1.29%+22,14913F-HRTimeline
Shore Point Advisors, LLC483,285$20.8M7.12%+29,98313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP369,827$19.7M0.23%+134,89913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.324,355$17.3M1.89%+67,67713F-HR/ATimeline
AdvisorShares Investments LLC323,586$17.3M2.08%-9,50213F-HRTimeline
CABOT WEALTH MANAGEMENT INC322,958$17.2M1.75%+7,76413F-HRTimeline
Venture Visionary Partners LLC311,126$16.6M0.46%+19,97113F-HRTimeline
Straight Path Wealth Management298,739$15.9M3.72%+3,79913F-HRTimeline
Family Capital Trust Co269,905$14.4M4.68%-7713F-HR/ATimeline
Vise Technologies, Inc.268,566$14.3M0.16%+48,39113F-HRTimeline
MML INVESTORS SERVICES, LLC267,302$14.3M0.03%+46,48213F-HRTimeline
Focus Financial Network, Inc.264,351$14.1M0.44%+4,93213F-HRTimeline
Financial Partners Group, Inc253,750$13.5M1.37%+46,58013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.235,122$12.5M0.01%+21,44613F-HRTimelineGroup
ATWOOD & PALMER INC224,812$12M0.64%-3,90513F-HRTimeline
Apella Capital, LLC214,996$11.2M0.16%-6,97413F-HRTimeline
Solano Wealth Investment Advisors LLC209,765$11.2M5.09%+58113F-HRTimeline
Sequoia Financial Advisors, LLC199,961$10.7M0.05%-1,13213F-HRTimeline
Archvest Wealth Advisors, Inc.183,959$9.81M5.68%-1,03013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.174,505$9.31M<0.01%-130,98513F-HRTimelineGroup
CGC Financial Services, LLC173,298$9.24M2.08%-2,69613F-HRTimeline
Wealth Enhancement Trust Services, Inc.169,524$9.04M1%+22,81913F-HR/ATimeline
Cetera Investment Advisers160,362$8.55M0.01%-1,36013F-HRTimeline
Venturi Wealth Management, LLC157,490$8.4M0.32%+13,77913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding146,403$7.81M+118,238Timeline
Alexis Investment Partners, LLC146,985$7.76M4.54%-48,05113F-HRTimeline
EP Wealth Advisors, LLC135,471$7.22M0.03%+128,43813F-HRTimeline
Occidental Asset Management, LLC128,611$6.86M0.68%+7,33313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA123,523$6.59M<0.01%-208,13313F-HRTimelineGroup
Financial Freedom, LLC123,503$6.59M3.02%-6,92113F-HRTimeline
Veridan Wealth LLC118,750$6.33M2.21%+4,79413F-HRTimeline
Tacita Capital Inc110,746$5.91M3.21%+1,18213F-HRTimeline
Segment Wealth Management, LLC109,113$5.82M0.3%-100,50613F-HRTimeline
Impact Capital Partners LLC108,501$5.79M1.58%+4,18313F-HRTimeline
RHS Financial, LLC106,314$5.67M2.29%+27,70213F-HRTimeline
Atria Investments, Inc103,372$5.51M0.06%+1,10013F-HRTimeline
Rollins Financial Advisors, LLC100,317$5.35M0.7%+43,77413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96,834$5.11M<0.01%-29,51713F-HRTimelineGroup
Unison Advisors LLC93,351$4.98M0.35%+3,48013F-HRTimeline
Independent Solutions Wealth Management…90,720$4.84M0.63%+7,66313F-HRTimeline
Capital Investment Advisory Services, L…90,362$4.82M0.3%+17,90313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC89,932$4.8M0.09%+61,06413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC87,487$4.67M<0.01%013F-HRTimeline
Meredith Wealth Planning86,855$4.63M1.09%+37613F-HRTimeline
TIAAgroup of 2 filers holding86,456$4.61MnewTimeline
SHUFRO ROSE & CO LLC85,270$4.55M0.26%-44313F-HRTimeline
FAS Wealth Partners, Inc.84,638$4.51M0.24%+18813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…81,430$4.34M0.08%+8,28013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC80,306$4.28M0.24%+8413F-HRTimeline
NorthCrest Asset Manangement, LLC76,655$4.02M0.1%+15,40913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding72,439$3.86M+4,716Timeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.69,562$3.71M0.2%+2,03113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC68,529$3.65M<0.01%-2,22413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS67,261$3.59M0.01%+8,64013F-HRTimeline
Betterment LLC66,460$3.54M0.01%+1,62913F-HRTimeline
Savvy Advisors, Inc.61,331$3.27M0.07%+35013F-HRTimeline
IFP Advisors, Inc59,205$3.16M0.06%+3,93913F-HRTimeline
Cambridge Investment Research Advisors,…59,037$3.15M0.01%+17,43613F-HR/ATimeline
COLUMBIA ADVISORY PARTNERS LLC58,018$3.09M1.71%+1,74713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,824$3.08M<0.01%+7,52713F-HRTimelineGroup
NewEdge Advisors, LLC56,309$3M0.01%-45,20013F-HRTimeline
MorganRosel Wealth Management, LLC55,052$2.94M0.99%+5,54313F-HRTimeline
Columbus Macro, LLC52,531$2.8M0.27%+52013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,924$2.77M<0.01%-3,04413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC49,392$2.63M0.96%+16813F-HRTimeline
Crusonia Wealth Advisors LLC49,043$2.62M0.43%+16,74713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,668$2.6M<0.01%+9,25913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,477$2.59M0.02%-1,01013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC48,409$2.58M0.1%+30,80913F-HRTimeline
Private Advisor Group, LLC46,825$2.5M0.01%+13,94413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/46,436$2.47M<0.01%-67813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP43,504$2.32M<0.01%+96913F-HRTimelineGroup
Quantinno Capital Management LP43,260$2.31M<0.01%+11,34813F-HRTimeline
Brickley Wealth Management41,586$2.22M0.32%+97313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding41,162$2.2M+3,854Timeline
Professional Financial Advisors, LLC40,921$2.18M0.38%+1,92813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC40,860$2.18M0.41%+5,43013F-HR/ATimeline
IEQ CAPITAL, LLC38,016$2.03M0.01%+1,43713F-HRTimeline
Glass Jacobson Investment Advisors llc37,031$1.97M0.62%+7,46913F-HRTimeline
Klaas Financial Asset Advisors, LLC34,229$1.83M0.23%-1,33213F-HRTimeline
Valued Retirements, Inc.33,643$1.79M1.61%-44813F-HRTimeline
Southland Equity Partners LLC31,814$1.7M0.3%-98513F-HRTimeline
Ashton Thomas Private Wealth, LLC26,866$1.43M0.03%-7,23013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,756$1.43M<0.01%+10,41513F-HRTimelineGroup
G&S Capital LLC23,525$1.25M0.36%+62413F-HRTimeline
EFG International AGin group EFG International AG23,145$1.23M0.02%+4,20013F-HRTimelineGroup
McCartney Wealth Management LLC21,979$1.17M0.89%-313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,757$1.16M0.01%-9,42513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,670$1.16M<0.01%013F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC20,985$1.12M0.02%013F-HRTimelineGroup
Simplicity Wealth,LLC20,102$1.07M0.04%-18,24413F-HRTimeline
Meridian Wealth Management, LLC19,052$1.02M0.03%+10,50813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,716$945K<0.01%-3,63613F-HRTimelineGroup
Creative Planningin group Creative Planning17,402$928K<0.01%+38013F-HRTimelineGroup
COWA, LLC16,394$874K0.22%-43313F-HRTimeline
Ariadne Wealth Management, LP16,175$863K0.38%-1,73613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,328$817K0.04%-58013F-HRTimeline
IMA Advisory Services, Inc.14,873$793K0.05%new13F-HRTimeline
WORLD EQUITY GROUP, INC.14,516$774K0.17%+13813F-HRTimeline
CAPITAL ADVISORS INC/OK14,370$766K0.01%-2513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC14,461$751K0.16%+2913F-HRTimeline
WILLIAM JOHN SEMPOLINSKI13,704$731K0.3%-4013F-HRTimeline
Pine Valley Investments Ltd Liability Co13,575$724K0.03%-10313F-HRTimeline
Finward Bancorp13,407$715K0.54%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,381$714K<0.01%+20213F-HRTimeline
Kiker Wealth Management, LLC13,280$708K0.28%-16313F-HRTimeline
Advisory Alpha, LLC13,003$693K0.02%013F-HRTimeline
Virtus Family Office LLC12,982$692K0.55%+2,94113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,766$681K<0.01%-2,74313F-HRTimelineGroup
LANARK FINANCIAL, INC.12,378$660K0.04%+4,18013F-HRTimeline
Ackerman Capital Advisors, LLC12,187$650K0.13%013F-HRTimeline
Bell Investment Advisors, Inc12,139$647K0.1%-7,84513F-HRTimeline
Strategic Blueprint, LLC11,433$610K0.03%-1913F-HRTimeline
HighTower Advisors, LLC11,322$604K<0.01%-52013F-HRTimeline
Brand Asset Management Group, Inc.10,844$578K0.13%new13F-HRTimeline
Fortune Financial Advisors, LLC10,693$570K0.24%+1,89113F-HRTimeline
Hyundai Investments Co., Ltd.10,754$568K0.62%+6,41213F-HRTimeline
Advisory Services Network, LLC10,626$567K0.01%-1,24913F-HRTimeline
Seed Wealth Management, Inc.9,900$528K0.33%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,623$513K0.02%+3,71913F-HRTimeline
Summit Trail Advisors, LLC9,154$488K0.01%+2,34913F-HRTimeline
Planning Strategies Inc.9,126$487K0.3%13F-HRTimeline
SWEENEY & MICHEL, LLC9,083$487K0.13%+28713F-HRTimeline
LexAurum Advisors, LLC9,056$483K0.06%013F-HRTimeline
Caprock Group, LLC8,563$457K0.01%-413F-HRTimeline
Prime Capital Investment Advisors, LLC8,462$451K<0.01%-5113F-HRTimeline
Wealthspire Advisors, LLC7,879$420K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,643$408K<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC7,260$387K0.01%+24713F-HRTimeline
Oregon Pacific Wealth Management, LLC7,170$382K0.36%-28813F-HRTimeline
Cresset Asset Management, LLC7,161$382K<0.01%+2,72413F-HRTimeline
Mission Financial Group, LLC6,958$371K0.31%13F-HRTimeline
Wingate Wealth Advisors, Inc.6,516$347K0.15%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,352$339K<0.01%013F-HRTimelineGroup
WealthCare Investment Partners, LLC6,340$338K0.08%+7013F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,325$337K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC6,287$335K0.19%013F-HRTimeline
Lodestone Wealth Management LLC6,188$330K0.12%-6713F-HRTimeline
Compound Planning, Inc.5,844$312K0.01%+813F-HRTimeline
TKG Advisors, LLC5,841$312K0.11%+12813F-HRTimeline
Weaver Consulting Group5,803$309K0.06%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,706$304K<0.01%new13F-HR/ATimelineGroup
KINTRA WEALTH, LLC5,445$295K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,358$286K<0.01%+5013F-HRTimelineGroup
Delos Wealth Advisors, LLC5,333$284K0.15%013F-HRTimeline
Soltis Investment Advisors LLC5,094$272K0.02%013F-HRTimeline
ADE, LLC5,027$268K0.11%-1,07213F-HRTimeline
Astoria Portfolio Advisors LLC.4,855$259K0.04%+73713F-HRTimeline
Summit Financial, LLC4,638$247K<0.01%+4113F-HRTimeline
Savant Capital, LLC4,495$240K<0.01%new13F-HRTimeline
Kuhn & Co Investment Counsel4,326$231K0.13%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,274$228K0.07%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,130$220K<0.01%new13F-HRTimelineGroup
Polaris Investment Advisors, LLC4,050$216K0.14%new13F-HRTimeline
Breakwater Capital Group3,996$213K0.03%new13F-HRTimeline
Facet Wealth, Inc.3,827$204K<0.01%new13F-HRTimeline
AE Wealth Management LLC3,126$167K<0.01%+49913F-HRTimeline
Smithfield Trust Co3,074$163K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,903$153K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,629$140K0.12%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,516$134K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,352$125K<0.01%-13013F-HRTimeline
Farther Finance Advisors, LLC2,243$120K<0.01%-3,25913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,116$113K0.02%013F-HRTimeline
UMB Bank, n.a.2,100$112K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.1,750$93.3K<0.01%013F-HRTimeline
MOTCO1,506$80.3K0.01%-41713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,202$64.1K<0.01%+26613F-HRTimelineGroup
American Capital Advisory, LLC1,115$59.5K0.02%-36013F-HRTimeline
Plante Moran Financial Advisors, LLC1,112$59.3K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,111$59.2K<0.01%-18813F-HRTimelineGroup
Allworth Financial LP997$53.2K<0.01%013F-HRTimeline
Sankala Group LLC851$45.6K0.03%-45813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/854$45.5K<0.01%013F-HRTimelineGroup
CX Institutional755$40K<0.01%-75613F-HRTimeline
ROTHSCHILD INVESTMENT LLC671$35.8K<0.01%013F-HRTimeline
Key Financial Inc657$35K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC650$34.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC571$30.5K<0.01%-40213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC532$28.4K<0.01%new13F-HRTimeline
Arax Advisory Partners501$26.7K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC501$26.7K<0.01%new13F-HRTimeline