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Disclosery

IMTM ISHARES TR

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SHS (fund)

169 managers (170 13F filers) reported a position in IMTM shares at 2025-03-31, 72,501,063 shares in all. 26 filers opened a position and 18 filers sold out during the quarter.

Managers
169
13F filers
170
New
26
Added
59
Reduced
47
Sold out
18
Shares held by filers
72,501,063

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MERCER GLOBAL ADVISORS INC /ADV19,891,735$794M1.82%+1,843,93813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,953,152$717M-1,578,869Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,625,999$704M1.35%-2,038,25013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,784,114$71.3M0.07%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,199,058$47.9M1.43%+291,68513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,072,031$42.8M<0.01%+15,33113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC772,515$30.9M0.01%+157,06013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…604,935$24.2M0.02%-8,26613F-HRTimelineGroup
Acropolis Investment Management, LLC595,567$23.8M1.41%+2,52313F-HRTimeline
FMR LLCin group FMR LLC546,830$21.8M<0.01%-12,10613F-HRTimelineGroup
UBS Group AGin group UBS Group AG486,189$19.4M<0.01%+74,73513F-HRTimelineGroup
Armbruster Capital Management, Inc.435,527$17.4M3.47%+10,76713F-HRTimeline
Mariner, LLCin group Mariner, LLC429,333$17.1M0.03%+26,41013F-HRTimelineGroup
Kathmere Capital Management, LLC403,329$16.1M1.37%+5,50513F-HRTimeline
Janney Montgomery Scott LLC356,951$14.3M0.04%-6,37813F-HRTimeline
Shore Point Advisors, LLC352,091$14.1M7.44%-1,79013F-HRTimeline
Sequoia Financial Advisors, LLC351,651$14M0.11%-100,47413F-HRTimeline
Symmetry Partners, LLC342,831$13.7M1.9%+61,99013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/336,438$13.4M<0.01%+151,01113F-HRTimelineGroup
Apella Capital, LLC344,465$13.3M0.46%-113,48213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…332,069$13.3M0.29%+243,79213F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC284,675$11.4M1.45%+4,87813F-HRTimeline
Klaas Financial Asset Advisors, LLC283,648$11.3M1.95%+2,89013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.268,712$10.7M1.34%-18,06313F-HRTimeline
Family Capital Trust Co260,737$10.4M3.73%-1,02213F-HRTimeline
Straight Path Wealth Management247,398$9.88M4%+12,65713F-HRTimeline
ATWOOD & PALMER INC243,931$9.74M0.68%-12,13713F-HRTimeline
Meredith Wealth Planning228,883$9.14M4.03%-2,05013F-HRTimeline
CGC Financial Services, LLC221,489$8.85M3.5%-11,13713F-HRTimeline
Segment Wealth Management, LLC214,182$8.55M0.58%+3,28013F-HRTimeline
LPL Financial LLC176,194$7.04M<0.01%+8,26013F-HRTimeline
FLOW TRADERS U.S. LLC164,802$6.58M0.28%+151,43913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY163,743$6.54M<0.01%-48,10913F-HRTimelineGroup
Archvest Wealth Advisors, Inc.162,632$6.5M5.37%+13,34113F-HRTimeline
Venturi Wealth Management, LLC155,254$6.2M0.32%new13F-HRTimeline
Financial Freedom, LLC125,789$5.02M2.89%+4,24513F-HRTimeline
Opes Wealth Management LLC125,381$5.01M1.01%+3,43413F-HRTimeline
Focus Financial Network, Inc.122,802$4.9M0.2%-1,68213F-HRTimeline
Veridan Wealth LLC117,386$4.69M2.12%-45313F-HRTimeline
Tacita Capital Inc105,665$4.22M3.04%-96413F-HRTimeline
Atria Investments, Inc100,869$4.03M0.05%+23,27813F-HRTimeline
Occidental Asset Management, LLC92,996$3.71M0.56%+22,19913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,187$3.56M0.01%+51,10213F-HRTimelineGroup
Impact Capital Partners LLC85,294$3.41M1.23%+14,37813F-HRTimeline
1900 WEALTH MANAGEMENT LLC84,226$3.36M0.28%-1,26913F-HRTimeline
Unison Advisors LLC84,152$3.36M0.43%+2,17213F-HRTimeline
FAS Wealth Partners, Inc.83,774$3.35M0.27%-57213F-HRTimeline
SHUFRO ROSE & CO LLC76,889$3.07M0.24%+29013F-HRTimeline
Columbus Macro, LLC68,199$2.72M0.36%-1,20413F-HRTimeline
Arizona PSPRS Trust65,744$2.63M0.09%+59,64413F-HR/ATimeline
RHS Financial, LLC64,997$2.6M1.46%+4,29213F-HRTimeline
Betterment LLC63,174$2.52M0.01%+13,82913F-HRTimeline
NorthCrest Asset Manangement, LLC61,588$2.46M0.07%+25,22813F-HRTimeline
Cetera Investment Advisers60,698$2.42M<0.01%-88013F-HRTimeline
Financial Enhancement Group LLC55,426$2.27M0.35%new13F-HRTimeline
MorganRosel Wealth Management, LLC54,967$2.2M0.67%+2,52413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP53,317$2.13M0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,225$2.13M<0.01%-123,32213F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC52,578$2.1M1.07%+10,68913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth52,577$2.1M0.03%+10,68913F-HRTimelineGroup
Vantage Financial Partners, LLC51,576$2.06M0.51%+22,13613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding49,247$1.97M+40,191Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,409$1.93M<0.01%+9,71713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC48,381$1.93M<0.01%+2,64313F-HRTimeline
MML INVESTORS SERVICES, LLC47,879$1.91M0.01%-2,20513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,683$1.74M0.02%-297,92113F-HRTimelineGroup
Brickley Wealth Management40,612$1.62M0.34%013F-HRTimeline
Southland Equity Partners LLC38,405$1.53M0.36%-8313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/32,368$1.29M<0.01%-35,01113F-HRTimelineGroup
Ariadne Wealth Management, LP28,972$1.25M0.65%013F-HRTimeline
Valued Retirements, Inc.30,803$1.23M1.62%+7,41413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,750$1.23M<0.01%+4,60313F-HRTimelineGroup
Financial Partners Group, Inc28,532$1.14M0.18%+10,34213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.28,103$1.12M0.06%+14,03413F-HRTimelineGroup
Empire Life Investments Inc.27,700$1.11M0.07%-20013F-HRTimeline
Professional Financial Advisors, LLC27,197$1.09M0.28%-14113F-HRTimeline
Glass Jacobson Investment Advisors llc26,875$1.01M0.33%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC24,425$976K0.07%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…22,887$914K0.08%+13,47213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,767$909K0.07%+1,58713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,920$796K<0.01%-15413F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC21,379$792K0.26%013F-HRTimeline
CAPITAL ADVISORS INC/OK19,173$766K0.02%-65013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18,323$732K0.03%new13F-HRTimelineGroup
Private Advisor Group, LLC17,818$712K<0.01%new13F-HRTimeline
Caprock Group, LLC16,293$651K0.02%-20113F-HRTimeline
IFP Advisors, Inc15,940$637K0.02%+13,40613F-HRTimeline
Kiker Wealth Management, LLC15,836$632K0.43%-58813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,379$574K<0.01%-1,72513F-HRTimelineGroup
Strategic Blueprint, LLC13,972$558K0.03%+60913F-HRTimeline
Ackerman Capital Advisors, LLC13,069$522K0.14%-3613F-HRTimeline
Advisory Alpha, LLC13,003$519K0.02%013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC12,299$491K<0.01%-17813F-HRTimelineGroup
COMERICA BANK12,191$487K<0.01%+29613F-HRTimeline
Pine Valley Investments Ltd Liability Co11,432$457K0.03%-2,19413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,379$415K<0.01%+1,05513F-HRTimeline
Cambridge Investment Research Advisors,…10,091$403K<0.01%+3,97213F-HRTimeline
Advisory Services Network, LLC9,910$396K0.01%new13F-HRTimeline
Seed Wealth Management, Inc.9,900$395K0.32%013F-HRTimeline
Benchmark Wealth Management, LLC9,803$392K0.19%new13F-HRTimeline
Qube Research & Technologies Ltd9,416$376K<0.01%-3,60813F-HRTimeline
Gladstone Institutional Advisory LLC9,324$372K0.02%+99213F-HRTimeline
LexAurum Advisors, LLC9,156$366K0.07%+11213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,123$364K<0.01%-36313F-HRTimelineGroup
HighTower Advisors, LLC9,111$364K<0.01%-72013F-HRTimeline
WORLD EQUITY GROUP, INC.8,779$351K0.1%new13F-HRTimeline
Mission Financial Group, LLC6,885$331K0.31%13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,206$328K0.01%+40413F-HRTimeline
Bell Investment Advisors, Inc8,065$322K0.06%013F-HRTimeline
Snowden Capital Advisors LLC8,000$320K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,643$305K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC6,634$266K0.12%new13F-HRTimeline
Wingate Wealth Advisors, Inc.6,516$260K0.3%013F-HRTimeline
ADE, LLC6,438$257K0.15%013F-HRTimeline
Lodestone Wealth Management LLC6,376$255K0.14%+2113F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,325$253K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC6,287$251K0.2%013F-HRTimeline
WealthCare Investment Partners, LLC6,052$243K0.1%013F-HRTimeline
Oregon Pacific Wealth Management, LLC5,971$238K0.24%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,782$231K0.09%-1,31613F-HRTimeline
NorthCoast Asset Management LLC5,765$230K<0.01%new13F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,598$224K<0.01%new13F-HRTimelineGroup
Weaver Consulting Group5,460$218K0.07%-16513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,769$216K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,834$193K<0.01%+1,19713F-HRTimelineGroup
EP Wealth Advisors, LLC3,815$152K<0.01%013F-HRTimeline
Smithfield Trust Co2,953$118K0.01%013F-HRTimeline
Global Wealth Strategies & Associates2,650$106K0.03%+20013F-HRTimeline
Beaird Harris Wealth Management, LLC2,516$100K0.01%013F-HRTimeline
Stephens Consulting, LLC2,515$100K0.03%-14,52013F-HRTimeline
Reyes Financial Architecture, Inc.2,263$90.4K0.07%013F-HRTimeline
Blue Trust, Inc.2,260$90.3K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,116$84.5K0.03%013F-HRTimeline
UMB Bank, n.a.2,100$83.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC1,946$77.7K<0.01%+4013F-HRTimeline
Transce3nd, LLC1,942$77.6K0.03%-9713F-HRTimeline
MOTCO1,923$76.8K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,830$73.1K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,752$70K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,641$65.5K<0.01%+65413F-HRTimelineGroup
American Capital Advisory, LLC943$37.7K0.02%013F-HRTimeline
Golden State Wealth Management, LLC932$37.2K0.01%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…918$36.7K<0.01%+8413F-HRTimeline
Smartleaf Asset Management LLC909$36.5K<0.01%new13F-HRTimeline
BFSG, LLC653$26.1K<0.01%013F-HRTimeline
NorthRock Partners, LLC588$23.5K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP561$22.5K<0.01%new13F-HR/ATimelineGroup
CLEAR INVESTMENT RESEARCH, LLC563$22.5K0.03%+113F-HRTimeline
SIGNATUREFD, LLC556$22.2K<0.01%-2,16713F-HRTimeline
Arax Advisory Partners550$22K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC505$20.2K<0.01%-2713F-HRTimeline
LANARK FINANCIAL, INC.427$17K<0.01%new13F-HRTimeline
Allworth Financial LP390$16.2K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust405$16.2K<0.01%013F-HRTimeline
MATHER GROUP, LLC.318$12.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC242$10K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.250$9.98K<0.01%013F-HRTimeline
MGB Wealth Management, LLC212$8.47K<0.01%013F-HRTimeline
MAI Capital Management193$7.71K<0.01%013F-HRTimeline
Nemes Rush Group LLC164$6.55K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC106$4.26K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC85$3K<0.01%013F-HRTimelineGroup
Compass Wealth Management LLC58$2.32K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC53$2.12K0.04%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.44$1.58K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC22$879<0.01%new13F-HRTimeline
Sandy Spring Bank8$320<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Sunbelt Securities, Inc.0$00%-32913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.