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Disclosery

IMTM ISHARES TR

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SHS (fund)

162 managers (165 13F filers) reported a position in IMTM shares at 2024-12-31, 73,603,580 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
162
13F filers
165
New
21
Added
76
Reduced
31
Sold out
13
Shares held by filers
73,603,580

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,664,249$735M1.41%+1,034,55113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding19,532,021$730M+1,037,136Timeline
MERCER GLOBAL ADVISORS INC /ADV18,047,797$675M1.65%-1,439,60213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,784,114$66.7M0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,056,700$39.5M<0.01%-6,97113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT907,373$33.9M1%+39,34113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC615,455$23M0.01%+290,03713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…613,201$22.9M0.02%+285,82813F-HRTimelineGroup
Acropolis Investment Management, LLC593,044$22.2M1.31%+23,67713F-HRTimeline
FMR LLCin group FMR LLC558,936$20.9M<0.01%+72,14013F-HRTimelineGroup
Apella Capital, LLC457,947$17.1M0.66%-88,04713F-HRTimeline
Sequoia Financial Advisors, LLC452,125$16.9M0.16%new13F-HR/ATimeline
Armbruster Capital Management, Inc.424,760$15.9M3.23%+9,21713F-HRTimeline
UBS Group AGin group UBS Group AG411,454$15.4M<0.01%+25,38213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC402,923$15.1M0.03%+44,10713F-HRTimelineGroup
Kathmere Capital Management, LLC397,824$14.9M1.34%+15,77113F-HRTimeline
Janney Montgomery Scott LLC363,329$13.6M0.04%new13F-HRTimeline
Shore Point Advisors, LLC353,881$13.2M7.12%+14,75613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.341,604$12.8M0.12%+30,72613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.286,775$10.7M1.36%-65,58013F-HRTimeline
Symmetry Partners, LLC280,841$10.5M1.49%+181,74213F-HRTimeline
Klaas Financial Asset Advisors, LLC280,758$10.5M1.85%+1,02013F-HRTimeline
CABOT WEALTH MANAGEMENT INC279,797$10.5M1.33%-6,09713F-HRTimeline
Family Capital Trust Co261,759$9.79M3.32%+11,30813F-HRTimeline
ATWOOD & PALMER INC256,068$9.58M0.66%-47,92813F-HRTimeline
Straight Path Wealth Management234,741$8.78M3.47%+8,89913F-HRTimeline
CGC Financial Services, LLC232,626$8.7M3.47%-6,37713F-HRTimeline
Meredith Wealth Planning230,933$8.64M3.85%+10,72013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY211,852$7.92M<0.01%+5,42113F-HR/ATimelineGroup
Segment Wealth Management, LLC210,902$7.89M0.54%-53,36213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/185,427$6.93M<0.01%-1,76713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO176,547$6.6M<0.01%+164,41913F-HRTimelineGroup
LPL Financial LLC167,934$6.28M<0.01%+44,66813F-HRTimeline
Archvest Wealth Advisors, Inc.149,291$5.58M4.05%+129,03813F-HRTimeline
Focus Financial Network, Inc.124,484$4.66M0.19%+1,27413F-HRTimeline
Veridan Wealth LLC117,839$4.57M2.14%13F-HRTimeline
Opes Wealth Management LLC121,947$4.56M0.94%+2,43513F-HRTimeline
Financial Freedom, LLC121,544$4.55M2.4%+27,16513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,512$4.28M0.01%+102,35713F-HRTimelineGroup
Tacita Capital Inc106,629$3.99M2.85%-10,24813F-HRTimeline
Vise Technologies, Inc.105,847$3.96M0.33%+82,84513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,100$3.86M<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…88,277$3.3M0.07%+50,17613F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC85,495$3.2M0.27%-84413F-HRTimeline
FAS Wealth Partners, Inc.84,346$3.15M0.27%+1,35813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,509$3.12M<0.01%new13F-HRTimelineGroup
Unison Advisors LLC81,980$3.07M0.36%+4,12813F-HRTimeline
Atria Investments, Inc77,591$2.9M0.04%-20513F-HRTimeline
SHUFRO ROSE & CO LLC76,599$2.86M0.22%+5,36513F-HRTimeline
Impact Capital Partners LLC70,916$2.65M0.94%13F-HRTimeline
Occidental Asset Management, LLC70,797$2.65M0.41%+1,39813F-HRTimeline
Columbus Macro, LLC69,403$2.6M0.36%+14,53113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/67,379$2.52M<0.01%-1,02913F-HRTimelineGroup
Cetera Investment Advisers61,578$2.3M<0.01%+4,57613F-HRTimeline
RHS Financial, LLC60,705$2.27M1.17%+5,69013F-HRTimeline
MorganRosel Wealth Management, LLC52,443$1.96M0.64%+3,61613F-HRTimeline
MML INVESTORS SERVICES, LLC50,084$1.87M0.01%+5,04313F-HRTimeline
Betterment LLC49,345$1.85M<0.01%+2,70913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,738$1.71M<0.01%+2213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC41,889$1.57M0.8%+22,49313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth41,888$1.57M0.03%+6,95613F-HRTimelineGroup
Brickley Wealth Management40,612$1.52M0.31%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,379$1.47M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,692$1.45M<0.01%+3,38913F-HRTimelineGroup
Southland Equity Partners LLC38,488$1.44M0.33%-27413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,085$1.42M<0.01%+33,14213F-HR/ATimelineGroup
NorthCrest Asset Manangement, LLC36,360$1.36M0.04%+12,02113F-HR/ATimeline
Ariadne Wealth Management, LP28,972$1.15M0.53%+6,62613F-HRTimeline
Vantage Financial Partners, LLC29,440$1.1M0.28%+8,09113F-HRTimeline
Empire Life Investments Inc.27,900$1.04M0.07%+6,10013F-HRTimeline
Professional Financial Advisors, LLC27,338$1.02M0.26%+16313F-HRTimeline
Glass Jacobson Investment Advisors llc26,875$1.01M0.33%+1,05613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,147$978K<0.01%13F-HR/ATimelineGroup
Valued Retirements, Inc.23,389$875K1.18%+1,00513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC21,379$792K0.26%-6,23713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21,180$792K0.06%-39,73013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,074$751K<0.01%013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK19,823$741K0.01%-49,52513F-HRTimeline
GTS SECURITIES LLC18,376$687K0.03%new13F-HRTimeline
Financial Partners Group, Inc18,190$680K0.1%-10,69313F-HRTimeline
Stephens Consulting, LLC17,035$637K0.16%new13F-HRTimeline
Caprock Group, LLC16,494$617K0.02%+16613F-HRTimeline
Kiker Wealth Management, LLC16,424$614K0.5%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,104$602K<0.01%+88413F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…15,105$565K0.11%+7,56013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,196$531KnewTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,069$526K0.03%-5,47113F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co13,626$510K0.03%+1,74913F-HRTimeline
FLOW TRADERS U.S. LLC13,363$500K0.02%new13F-HRTimeline
Strategic Blueprint, LLC13,363$500K0.03%+1,50213F-HRTimeline
Ackerman Capital Advisors, LLC13,105$490K0.13%-44713F-HRTimeline
Qube Research & Technologies Ltd13,024$487K<0.01%-6,71213F-HRTimeline
Advisory Alpha, LLC13,003$486K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,477$467K<0.01%+4,74313F-HRTimelineGroup
COMERICA BANK11,895$445K<0.01%-25813F-HR/ATimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK10,826$405K<0.01%+7,30113F-HR/ATimelineGroup
Seed Wealth Management, Inc.9,900$370K0.3%013F-HRTimeline
HighTower Advisors, LLC9,831$368K<0.01%+37813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,486$355K<0.01%+1,24413F-HRTimelineGroup
Capital Investment Advisory Services, L…9,415$352K0.03%+8,15013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,324$349K<0.01%-11213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,056$339K+510Timeline
LexAurum Advisors, LLC9,044$338K0.07%+3,63413F-HRTimeline
Gladstone Institutional Advisory LLC8,332$312K0.01%+32813F-HRTimeline
Bell Investment Advisors, Inc8,065$302K0.06%+41313F-HRTimeline
Snowden Capital Advisors LLC8,000$299K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,802$292K0.01%+1,88813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,643$286K<0.01%013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.7,098$265K0.11%-4,84013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,086$265K<0.01%+16213F-HRTimeline
Wingate Wealth Advisors, Inc.6,516$244K0.24%13F-HRTimeline
ADE, LLC6,438$241K0.15%-88813F-HRTimeline
Lodestone Wealth Management LLC6,355$238K0.12%-1813F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,325$237K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC6,287$235K0.17%013F-HRTimeline
Creative Planningin group Creative Planning6,217$233K<0.01%-1,44513F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,119$229K<0.01%-10013F-HRTimeline
Arizona PSPRS Trust6,100$228K0.01%new13F-HR/ATimeline
WealthCare Investment Partners, LLC6,052$226K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,769$216K<0.01%+3113F-HRTimelineGroup
Weaver Consulting Group5,625$210K0.06%013F-HRTimeline
EP Wealth Advisors, LLC3,815$143K<0.01%+2113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,637$136K<0.01%+3,55813F-HRTimelineGroup
Smithfield Trust Co2,953$110K0.01%+1,93813F-HRTimeline
SIGNATUREFD, LLC2,723$102K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.2,535$94.8K<0.01%013F-HRTimeline
IFP Advisors, Inc2,534$94.8K<0.01%+2,07913F-HRTimeline
Beaird Harris Wealth Management, LLC2,516$94.1K0.01%013F-HRTimeline
Global Wealth Strategies & Associates2,450$91.6K0.03%013F-HRTimeline
Reyes Financial Architecture, Inc.2,263$84.6K0.07%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,116$79.1K0.03%013F-HRTimeline
UMB Bank, n.a.2,100$78.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transce3nd, LLC2,039$76.3K0.03%13F-HRTimeline
MOTCO1,923$71.9K0.01%013F-HRTimeline
AE Wealth Management LLC1,906$71.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,830$68.4K<0.01%+12413F-HRTimelineGroup
Glassman Wealth Services1,627$60.9K0.01%013F-HRTimeline
Element Wealth, LLC1,382$51.7K0.03%+313F-HRTimeline
CoreCap Advisors, LLC1,025$38.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/994$37.2K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC987$36.9K<0.01%-2013F-HRTimelineGroup
American Capital Advisory, LLC943$35.3K0.02%-2813F-HRTimeline
Steward Partners Investment Advisory, L…834$31.2K<0.01%-2,70013F-HRTimeline
BFSG, LLC653$24.4K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC562$21K0.03%+1713F-HRTimeline
Aptus Capital Advisors, LLC532$19.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust405$15.1K<0.01%013F-HRTimeline
Allworth Financial LP390$15.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.329$12.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.318$11.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.250$9.35K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC242$9K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc215$8.04K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC212$7.93K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.198$7.41K<0.01%new13F-HRTimeline
MAI Capital Management193$7.22K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…128$4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC106$3.97K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC85$3K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.44$1.67K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC41$1.53K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.