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Disclosery

IMTM ISHARES TR

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SHS (fund)

191 managers (193 13F filers) reported a position in IMTM shares at 2025-06-30, 77,711,974 shares in all. 34 filers opened a position and 10 filers sold out during the quarter.

Managers
191
13F filers
193
New
34
Added
85
Reduced
39
Sold out
10
Shares held by filers
77,711,974

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 /ADV20,627,637$942M2.12%+735,90213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,845,970$861M+892,818Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,286,649$829M1.37%+660,65013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,580,990$72.2M0.05%-203,12413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,469,111$67.1M1.48%+270,05313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY988,858$45.2M<0.01%+825,11513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.789,921$36.1M<0.01%-282,11013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…621,816$28.4M0.02%+16,88113F-HRTimelineGroup
Acropolis Investment Management, LLC601,479$27.5M1.51%+5,91213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC577,748$26.3M0.01%-194,76713F-HRTimelineGroup
FMR LLCin group FMR LLC575,945$26.3M<0.01%+29,11513F-HRTimelineGroup
UBS Group AGin group UBS Group AG486,310$22.2M<0.01%+12113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC457,242$20.9M0.03%+27,90913F-HRTimelineGroup
Armbruster Capital Management, Inc.450,342$20.6M3.73%+14,81513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…413,329$18.9M0.42%+81,26013F-HRTimelineGroup
Kathmere Capital Management, LLC407,253$18.6M1.43%+3,92413F-HRTimeline
Symmetry Partners, LLC389,319$17.8M2.19%+46,48813F-HRTimeline
Janney Montgomery Scott LLC372,969$17M0.04%+16,01813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367,790$16.8M<0.01%+319,38113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/362,529$16.6M<0.01%+26,09113F-HRTimelineGroup
Shore Point Advisors, LLC355,848$16.3M7.81%+3,75713F-HRTimeline
Apella Capital, LLC295,661$13.3M0.36%-48,80413F-HRTimeline
Klaas Financial Asset Advisors, LLC284,903$13M2.06%+1,25513F-HRTimeline
CABOT WEALTH MANAGEMENT INC281,656$12.9M1.53%-3,01913F-HRTimeline
LPL Financial LLC273,729$12.5M<0.01%+97,53513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.263,120$12M1.47%-5,59213F-HRTimeline
Family Capital Trust Co258,862$11.8M4.1%-1,87513F-HRTimeline
Straight Path Wealth Management257,226$11.8M3.99%+9,82813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC250,147$11.4M0.02%new13F-HRTimelineGroup
ATWOOD & PALMER INC240,274$11M0.69%-3,65713F-HRTimeline
Sequoia Financial Advisors, LLC239,115$10.9M0.07%-112,53613F-HRTimeline
Meredith Wealth Planning237,925$10.9M3.95%+9,04213F-HRTimeline
CGC Financial Services, LLC216,744$9.9M3.34%-4,74513F-HRTimeline
Segment Wealth Management, LLC213,444$9.75M0.62%-73813F-HRTimeline
Cetera Investment Advisers206,175$9.42M0.02%+145,47713F-HRTimeline
Vise Technologies, Inc.205,484$9.39M0.39%13F-HRTimeline
Steward Partners Investment Advisory, L…187,310$8.56M0.07%+186,39213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP187,109$8.55M0.12%+133,79213F-HRTimeline
Solano Wealth Investment Advisors LLC182,858$8.35M4.29%new13F-HRTimeline
Archvest Wealth Advisors, Inc.172,039$7.86M6.85%+9,40713F-HRTimeline
Empire Life Investments Inc.153,600$7.02M0.45%+125,90013F-HRTimeline
Venturi Wealth Management, LLC146,174$6.68M0.33%-9,08013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.138,446$6.33M0.01%+49,25913F-HR/ATimelineGroup
Financial Freedom, LLC128,891$5.89M3.17%+3,10213F-HRTimeline
Opes Wealth Management LLC125,321$5.73M1.02%-6013F-HRTimeline
Focus Financial Network, Inc.124,985$5.71M0.23%+2,18313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,920$5.11M0.01%+63,53913F-HRTimeline
MML INVESTORS SERVICES, LLC108,945$4.98M0.01%+61,06613F-HRTimeline
Tacita Capital Inc108,409$4.95M3.18%+2,74413F-HRTimeline
Alexis Investment Partners, LLC104,898$4.76M2.05%new13F-HRTimeline
Atria Investments, Inc102,057$4.66M0.06%+1,18813F-HRTimeline
Financial Partners Group, Inc93,644$4.28M0.59%+65,11213F-HRTimeline
Occidental Asset Management, LLC91,744$4.19M0.58%-1,25213F-HRTimeline
Clark Capital Management Group, Inc.91,045$4.16M0.03%new13F-HRTimeline
Unison Advisors LLC88,674$4.05M0.45%+4,52213F-HRTimeline
Impact Capital Partners LLC85,439$3.9M1.28%+14513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,359$3.9M<0.01%+32,13413F-HRTimelineGroup
FAS Wealth Partners, Inc.84,214$3.85M0.28%+44013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.84,086$3.84M<0.01%new13F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC83,713$3.82M0.29%-51313F-HRTimeline
Columbus Macro, LLC67,301$3.07M0.38%-89813F-HRTimeline
SHUFRO ROSE & CO LLC76,499$3.06M0.25%-39013F-HRTimeline
NorthCrest Asset Manangement, LLC64,062$2.9M0.08%+2,47413F-HRTimeline
RHS Financial, LLC63,359$2.89M1.64%-1,63813F-HRTimeline
Betterment LLC63,321$2.89M0.01%+14713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/61,165$2.79M<0.01%+28,79713F-HR/ATimelineGroup
Tactive Advisors, LLC55,657$2.54M0.82%13F-HRTimeline
MorganRosel Wealth Management, LLC55,365$2.53M0.69%+39813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.55,297$2.53M0.13%+27,19413F-HRTimelineGroup
Financial Enhancement Group LLC54,797$2.46M0.35%-62913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC52,695$2.41M1.08%+11713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth52,694$2.41M0.03%+11713F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…50,581$2.31M0.17%+1,33413F-HRTimelineGroup
Vantage Financial Partners, LLC48,438$2.21M0.51%-3,13813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…45,349$2.07M0.05%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,185$1.97M0.02%-49813F-HRTimelineGroup
Valued Retirements, Inc.42,617$1.95M2.2%+11,81413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,775$1.91M<0.01%+11,02513F-HRTimelineGroup
Arizona PSPRS Trust40,700$1.86M0.06%-25,04413F-HRTimeline
Brickley Wealth Management40,612$1.86M0.36%013F-HRTimeline
Southland Equity Partners LLC37,860$1.73M0.38%-54513F-HRTimeline
Private Advisor Group, LLC36,110$1.65M0.01%+18,29213F-HRTimeline
IFP Advisors, Inc31,629$1.45M0.04%+15,68913F-HRTimeline
Glass Jacobson Investment Advisors llc31,278$1.43M0.55%+4,40313F-HRTimeline
Capital Investment Advisory Services, L…30,561$1.4M0.11%+7,67413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,863$1.32M0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd27,892$1.27M<0.01%+18,47613F-HRTimeline
Professional Financial Advisors, LLC27,709$1.27M0.29%+51213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC27,141$1.24M0.68%new13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC24,425$1.12M0.04%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV22,866$1.04M0.08%+9913F-HRTimeline
COWA, LLC22,824$1.04M0.4%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,670$990K<0.01%+1,75013F-HRTimelineGroup
Simplicity Wealth,LLC19,223$878K0.04%new13F-HRTimeline
CAPITAL ADVISORS INC/OK19,219$878K0.02%+4613F-HRTimeline
HARBOUR INVESTMENTS, INC.19,057$871K0.02%+10,85113F-HRTimeline
Ariadne Wealth Management, LP18,036$844K0.4%-10,93613F-HRTimeline
Belpointe Asset Management LLC17,900$818K0.03%new13F-HRTimeline
Medallion Wealth Advisors, LLC16,850$764K0.3%+10,21613F-HRTimeline
Bell Investment Advisors, Inc16,429$751K0.13%+8,36413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp16,318$746K0.03%-2,00513F-HRTimelineGroup
Kiker Wealth Management, LLC15,454$706K0.4%-38213F-HRTimeline
IEQ CAPITAL, LLC14,723$673K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,597$667K<0.01%+21813F-HR/ATimelineGroup
Benchmark Wealth Management, LLC14,514$663K0.29%+4,71113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC14,556$653K0.19%-6,82313F-HRTimeline
COMERICA BANK14,083$643K<0.01%+1,89213F-HRTimeline
Strategic Blueprint, LLC13,165$602K0.03%-80713F-HRTimeline
Ackerman Capital Advisors, LLC13,069$597K0.14%013F-HRTimeline
Advisory Alpha, LLC13,003$594K0.02%013F-HRTimeline
Pine Valley Investments Ltd Liability Co12,865$588K0.03%+1,43313F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.12,600$576K0.16%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,564$574K<0.01%+26513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,386$566K<0.01%+2,00713F-HRTimeline
Venture Visionary Partners LLC12,168$556K0.02%new13F-HRTimeline
Sollinda Capital Management LLC11,577$529K0.14%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,310$517K<0.01%+2,18713F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.10,382$474K<0.01%new13F-HRTimeline
Advisory Services Network, LLC10,530$471K0.01%+62013F-HRTimeline
WORLD EQUITY GROUP, INC.10,164$464K0.13%+1,38513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,938$454KnewTimeline
Seed Wealth Management, Inc.9,900$452K0.34%013F-HRTimeline
HighTower Advisors, LLC9,787$447K<0.01%+67613F-HRTimeline
Gladstone Institutional Advisory LLC9,532$435K0.02%+20813F-HRTimeline
LexAurum Advisors, LLC9,156$418K0.07%013F-HRTimeline
CW Advisors, LLC8,930$408K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC8,000$366K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,909$361K0.03%new13F-HRTimeline
GTS SECURITIES LLC7,864$359K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,819$357K<0.01%-2,27213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,643$349K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,970$318K<0.01%+1,37213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,941$317K<0.01%new13F-HRTimelineGroup
Rollins Financial Advisors, LLC6,589$301K0.05%new13F-HRTimeline
Wingate Wealth Advisors, Inc.6,516$298K0.27%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,325$289K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC6,287$287K0.19%013F-HRTimeline
Lodestone Wealth Management LLC6,255$286K0.14%-12113F-HRTimeline
ADE, LLC6,098$279K0.15%-34013F-HRTimeline
WealthCare Investment Partners, LLC6,052$274K0.1%013F-HRTimeline
Oregon Pacific Wealth Management, LLC5,908$270K0.26%-6313F-HRTimeline
Weaver Consulting Group5,810$265K0.07%+35013F-HRTimeline
NorthCoast Asset Management LLC5,765$263K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,583$255K<0.01%-18613F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.5,232$239K0.09%-55013F-HRTimeline
Lion Street Advisors, LLC5,210$238K0.07%new13F-HRTimeline
Noble Family Wealth, LLC5,133$235K0.06%new13F-HRTimeline
SWEENEY & MICHEL, LLC4,986$224K0.08%new13F-HRTimeline
Atria Wealth Solutions, Inc.4,875$223K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC4,785$219K<0.01%new13F-HR/ATimeline
EP Wealth Advisors, LLC3,832$175K<0.01%+1713F-HRTimeline
Smithfield Trust Co2,953$135K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,927$133K0.01%+2,01813F-HRTimeline
Global Wealth Strategies & Associates2,650$121K0.03%013F-HRTimeline
Stephens Consulting, LLC2,544$116K0.03%+2913F-HRTimeline
Beaird Harris Wealth Management, LLC2,516$115K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,383$109K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.2,263$103K0.09%013F-HRTimeline
AE Wealth Management LLC2,223$102K<0.01%+27713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,116$96.7K0.03%013F-HRTimeline
UMB Bank, n.a.2,100$95.9K<0.01%013F-HR/ATimeline
MOTCO1,923$86.1K0.01%013F-HRTimeline
Transce3nd, LLC1,875$85.7K0.04%-6713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,846$84.3K<0.01%+1613F-HRTimelineGroup
AlphaCore Capital LLC1,307$59.7K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,242$56.7K<0.01%-3,59213F-HRTimelineGroup
Farther Finance Advisors, LLC1,123$51.3K<0.01%+1,01713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC967$44.2K<0.01%-67413F-HRTimelineGroup
American Capital Advisory, LLC943$43.1K0.02%013F-HRTimeline
Golden State Wealth Management, LLC932$42.6K0.01%013F-HRTimeline
Allworth Financial LP865$39.5K<0.01%+47513F-HRTimeline
BFSG, LLC653$29.8K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC598$27.3K0.03%+3513F-HRTimeline
CENTRAL TRUST Co547$25K<0.01%new13F-HRTimeline
Arax Advisory Partners501$22.9K<0.01%-4913F-HRTimeline
LANARK FINANCIAL, INC.427$19K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust405$18.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC347$15.9K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC335$15.3K<0.01%-17013F-HRTimeline
Sunbelt Securities, Inc.329$12.3K<0.01%+32913F-HRTimeline
Geneos Wealth Management Inc.250$11.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC242$11K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC212$9.69K<0.01%013F-HRTimeline
MAI Capital Management195$8.93K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC85$4K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.44$2.01K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC22$1K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8$366<0.01%new13F-HRTimelineGroup
Kilter Group LLC6$252<0.01%new13F-HRTimeline
Premier Financial Group1$47<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.