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Disclosery

IMTM ISHARES TR

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SHS (fund)

203 managers (206 13F filers) reported a position in IMTM shares at 2025-09-30, 62,636,170 shares in all. 38 filers opened a position and 20 filers sold out during the quarter.

Managers
203
13F filers
206
New
38
Added
73
Reduced
60
Sold out
20
Shares held by filers
62,636,170

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 /ADV21,723,174$1.04B1.74%+1,095,53713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,096,731$912M1.38%+810,08213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,537,185$73.6M1.43%+68,07413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,091,703$52.3M<0.01%+102,84513F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,040,486$49.8M<0.01%+250,56513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC840,894$40.3M0.01%+263,14613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…789,161$37.8M0.03%+167,34513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co770,810$36.9M0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/629,951$30.2M<0.01%+267,42213F-HR/ATimelineGroup
FMR LLCin group FMR LLC617,442$29.6M<0.01%+41,49713F-HRTimelineGroup
Acropolis Investment Management, LLC629,086$28.7M1.46%+27,60713F-HRTimeline
Ocean Park Asset Management, LLC585,047$28M1.15%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding572,408$27.4M-18,273,562Timeline
UBS Group AGin group UBS Group AG516,814$24.7M<0.01%+30,50413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC514,221$24.6M0.03%+56,97913F-HRTimelineGroup
Armbruster Capital Management, Inc.454,157$21.7M3.7%+3,81513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…448,864$21.5M0.43%+35,53513F-HRTimelineGroup
Janney Montgomery Scott LLC440,230$21.1M0.05%+67,26113F-HRTimeline
Symmetry Partners, LLC421,815$20.2M2.2%+32,49613F-HRTimeline
Kathmere Capital Management, LLC407,940$19.5M1.39%+68713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC376,449$18M0.01%-1,204,54113F-HRTimeline
Shore Point Advisors, LLC356,034$17M7.54%+18613F-HRTimeline
LPL Financial LLC315,919$15.1M<0.01%+42,19013F-HRTimeline
Klaas Financial Asset Advisors, LLC287,558$13.8M2.07%+2,65513F-HRTimeline
CABOT WEALTH MANAGEMENT INC280,443$13.4M1.49%-1,21313F-HRTimeline
Straight Path Wealth Management272,718$13.1M3.64%+15,49213F-HRTimeline
Family Capital Trust Co262,336$12.6M4.2%+3,47413F-HRTimeline
Apella Capital, LLC254,986$12.1M0.27%-40,67513F-HRTimeline
MML INVESTORS SERVICES, LLC247,212$11.8M0.03%+138,26713F-HRTimeline
Focus Financial Network, Inc.242,912$11.6M0.41%+117,92713F-HRTimeline
ATWOOD & PALMER INC239,136$11.4M0.67%-1,13813F-HRTimeline
Meredith Wealth Planning233,961$11.2M3.55%-3,96413F-HRTimeline
Sequoia Financial Advisors, LLC224,073$10.7M0.07%-15,04213F-HRTimeline
CGC Financial Services, LLC212,740$10.2M2.81%-4,00413F-HRTimeline
Segment Wealth Management, LLC207,175$9.92M0.59%-6,26913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP205,593$9.84M0.13%+18,48413F-HRTimeline
Solano Wealth Investment Advisors LLC196,671$9.42M4.54%+13,81313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,789$8.73M0.01%+47,34313F-HRTimelineGroup
Archvest Wealth Advisors, Inc.177,922$8.52M7.6%+5,88313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA162,611$7.79M<0.01%-205,17913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC159,425$7.63M0.01%-90,72213F-HRTimelineGroup
Venturi Wealth Management, LLC147,540$7.06M0.33%+1,36613F-HRTimeline
Alexis Investment Partners, LLC143,011$6.81M2.74%+38,11313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC140,697$6.74M0.01%+28,77713F-HRTimeline
Savvy Advisors, Inc.130,949$6.27M0.29%new13F-HRTimeline
Financial Freedom, LLC130,798$6.26M3.12%+1,90713F-HRTimeline
Opes Wealth Management LLC126,745$6.07M1.07%+1,42413F-HRTimeline
Financial Partners Group, Inc125,402$6M0.75%+31,75813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/120,956$5.79M0.01%+59,79113F-HRTimelineGroup
Empire Life Investments Inc.117,900$5.65M0.33%-35,70013F-HRTimeline
Tacita Capital Inc109,634$5.25M3.17%+1,22513F-HRTimeline
Veridan Wealth LLC107,309$5.14M1.77%13F-HRTimeline
Atria Investments, Inc106,076$5.08M0.06%+4,01913F-HRTimeline
Occidental Asset Management, LLC92,038$4.41M0.55%+29413F-HRTimeline
New Millennium Group LLC89,932$4.31M1.97%new13F-HRTimeline
Impact Capital Partners LLC86,702$4.15M1.25%+1,26313F-HRTimeline
Cetera Investment Advisers84,692$4.06M<0.01%-121,48313F-HRTimeline
FAS Wealth Partners, Inc.83,234$3.99M0.27%-98013F-HRTimeline
Unison Advisors LLC82,751$3.96M0.36%-5,92313F-HRTimeline
Vise Technologies, Inc.81,439$3.9M0.15%-124,04513F-HRTimeline
1900 WEALTH MANAGEMENT LLC80,161$3.84M0.26%-3,55213F-HRTimeline
RHS Financial, LLC73,431$3.52M1.82%+10,07213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,499$3.42M<0.01%-13,86013F-HR/ATimelineGroup
NorthCrest Asset Manangement, LLC68,856$3.29M0.08%+4,79413F-HRTimeline
Columbus Macro, LLC66,682$3.19M0.36%-61913F-HRTimeline
Betterment LLC64,134$3.07M0.01%+81313F-HRTimeline
SHUFRO ROSE & CO LLC75,912$3.03M0.25%-58713F-HRTimeline
Ashton Thomas Private Wealth, LLC62,354$2.99M0.08%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.59,628$2.86M0.14%+4,33113F-HRTimelineGroup
MorganRosel Wealth Management, LLC56,409$2.7M0.7%+1,04413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…56,049$2.68M0.06%+10,70013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding55,045$2.64M+2,351Timeline
Financial Enhancement Group LLC52,631$2.53M0.34%-2,16613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.52,024$2.49M<0.01%-32,06213F-HRTimelineGroup
Vantage Financial Partners, LLC51,837$2.48M0.52%+3,39913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC48,548$2.32M0.98%-4,14713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP47,803$2.29M0.05%new13F-HRTimeline
Capital Investment Advisory Services, L…42,341$2.03M0.16%+11,78013F-HRTimeline
Independent Solutions Wealth Management…41,030$1.96M0.35%new13F-HRTimeline
Valued Retirements, Inc.42,617$1.95M2.2%013F-HRTimeline
Brickley Wealth Management40,612$1.94M0.34%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,586$1.94M0.01%-2,59913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding38,990$1.87M+29,052Timeline
Simplicity Wealth,LLC37,539$1.8M0.1%+18,31613F-HRTimeline
Southland Equity Partners LLC35,544$1.7M0.34%-2,31613F-HRTimeline
Private Advisor Group, LLC34,519$1.65M0.01%-1,59113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,838$1.57M<0.01%-8,93713F-HRTimelineGroup
IFP Advisors, Inc32,624$1.56M0.04%+99513F-HR/ATimeline
Glass Jacobson Investment Advisors llc30,591$1.46M0.53%-68713F-HRTimeline
Professional Financial Advisors, LLC29,768$1.43M0.3%+2,05913F-HRTimeline
IEQ CAPITAL, LLC28,213$1.35M<0.01%+13,49013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC25,817$1.24M0.61%-1,32413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,994$1.1M<0.01%+16,02413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV22,131$1.06M0.07%-73513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,670$1.04M<0.01%013F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC20,985$1M0.03%-3,44013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…20,786$995K0.07%-29,79513F-HRTimelineGroup
Medallion Wealth Advisors, LLC20,699$991K0.35%+3,84913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,754$946K<0.01%+8,44413F-HRTimelineGroup
Ariadne Wealth Management, LP17,911$868K0.39%-12513F-HRTimeline
Bell Investment Advisors, Inc17,967$860K0.14%+1,53813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,752$850K<0.01%+5,18813F-HRTimelineGroup
Clark Capital Management Group, Inc.17,214$824K0.01%-73,83113F-HRTimeline
Venture Visionary Partners LLC17,135$820K0.03%+4,96713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,605$795K<0.01%+2,00813F-HRTimelineGroup
Kiker Wealth Management, LLC15,195$728K0.37%-25913F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC14,553$698K0.18%-313F-HRTimeline
CAPITAL ADVISORS INC/OK14,359$688K0.01%-4,86013F-HRTimeline
COMERICA BANK14,291$684K<0.01%+20813F-HRTimeline
Pine Valley Investments Ltd Liability Co13,806$661K0.03%+94113F-HRTimeline
Advisory Alpha, LLC13,052$625K0.02%+4913F-HRTimeline
COWA, LLC12,854$615K0.2%-9,97013F-HRTimeline
Strategic Blueprint, LLC12,848$615K0.03%-31713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,843$615K<0.01%+45713F-HRTimeline
Ackerman Capital Advisors, LLC12,779$612K0.13%-29013F-HRTimeline
WORLD EQUITY GROUP, INC.12,596$603K0.14%+2,43213F-HRTimeline
Coordinated Financial Services, Inc.11,065$530K0.34%new13F-HRTimeline
Advisory Services Network, LLC10,530$504K0.01%013F-HRTimeline
NewEdge Advisors, LLC10,515$503K<0.01%new13F-HRTimeline
Compound Planning, Inc.10,336$495K0.02%new13F-HRTimeline
Seed Wealth Management, Inc.9,900$474K0.33%013F-HRTimeline
LexAurum Advisors, LLC9,130$437K0.06%-2613F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.9,100$436K0.1%-3,50013F-HRTimeline
Arlington Financial Advisors, LLC9,004$431K0.06%new13F-HRTimeline
HighTower Advisors, LLC8,903$426K<0.01%-88413F-HRTimeline
Gladstone Institutional Advisory LLC8,864$424K0.02%-66813F-HRTimeline
Caprock Group, LLC8,686$404K0.01%13F-HRTimeline
Cambridge Investment Research Advisors,…8,444$404K<0.01%+62513F-HRTimeline
Virtus Family Office LLC8,032$385K0.36%new13F-HRTimeline
Snowden Capital Advisors LLC8,000$383K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,643$366K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,519$360K0.01%-11,53813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,374$353K0.02%-53513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,941$332K<0.01%013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.6,516$312K0.22%013F-HRTimeline
Rollins Financial Advisors, LLC6,371$305K0.05%-21813F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,325$303K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC6,287$301K0.18%013F-HRTimeline
Lodestone Wealth Management LLC6,255$299K0.13%013F-HRTimeline
ADE, LLC6,098$292K0.15%013F-HRTimeline
Full Sail Capital, LLC6,069$291K0.02%new13F-HRTimeline
WealthCare Investment Partners, LLC6,052$290K0.09%013F-HRTimeline
Weaver Consulting Group5,810$278K0.07%013F-HRTimeline
NorthCoast Asset Management LLC5,765$276K<0.01%013F-HRTimeline
Quantinno Capital Management LP5,743$275K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,510$264K<0.01%-7313F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC5,234$251K0.22%-67413F-HRTimeline
SWEENEY & MICHEL, LLC5,261$247K0.08%+27513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,137$246K0.08%-9513F-HRTimeline
Belpointe Asset Management LLC5,054$242K0.01%-12,84613F-HRTimeline
Vishria Bird Financial Group, LLC4,907$235K0.05%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,850$232K<0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,710$226K0.05%new13F-HRTimeline
Summit Financial, LLC4,692$225K<0.01%new13F-HRTimeline
Willis Johnson & Associates, Inc.4,289$205K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,418$164K0.01%-12,90013F-HRTimelineGroup
Smithfield Trust Co3,133$151K0.01%+18013F-HRTimeline
Smartleaf Asset Management LLC2,902$138K0.01%-2513F-HRTimeline
Beaird Harris Wealth Management, LLC2,516$120K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.2,263$108K0.07%013F-HRTimeline
AE Wealth Management LLC2,211$106K<0.01%-1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,198$105K<0.01%+35213F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC2,116$101K0.03%013F-HRTimeline
UMB Bank, n.a.2,100$101K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOTCO1,923$92.1K0.01%013F-HRTimeline
American Capital Advisory, LLC1,885$90.3K0.04%+94213F-HRTimeline
CX Institutional1,459$70K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,253$60K<0.01%+1113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC967$46.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC932$44.6K<0.01%013F-HRTimeline
Allworth Financial LP865$41.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/854$40.9K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC705$33.8K<0.01%-41813F-HRTimeline
Steward Partners Investment Advisory, L…702$33.6K<0.01%-186,60813F-HRTimeline
MAI Capital Management673$32.2K<0.01%+47813F-HRTimeline
BFSG, LLC653$31.3K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC605$29K0.04%+713F-HRTimeline
Root Financial Partners, LLC508$24.3K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB471$22.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.427$20.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust405$19.4K<0.01%013F-HRTimeline
Balentine LLC391$18.7K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…361$17.3K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.350$16.8K<0.01%+10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP343$16.3K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC335$16K<0.01%013F-HRTimeline
MATHER GROUP, LLC.318$15.2K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC310$14K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC242$12K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC212$10.2K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC198$9.48K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS191$9.14K<0.01%new13F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.177$8.48K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…135$6.46K<0.01%new13F-HRTimelineGroup
Bare Financial Services, Inc124$5.94K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.105$5.03K<0.01%-22413F-HRTimeline
Glassman Wealth Services92$4.41K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC85$4K<0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.82$3.91K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.44$2.11K<0.01%013F-HRTimelineGroup