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Disclosery

IMTM ISHARES TR

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SHS (fund)

226 managers (229 13F filers) reported a position in IMTM shares at 2025-12-31, 66,053,995 shares in all. 31 filers opened a position and 15 filers sold out during the quarter.

Managers
226
13F filers
229
New
31
Added
108
Reduced
50
Sold out
15
Shares held by filers
66,053,995

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV22,855,822$1.1B1.67%+1,132,64813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,865,565$984M1.33%+768,83413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,593,085$76.4M1.39%+55,90013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,289,410$61.9M<0.01%+197,70713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,020,555$49M0.03%+231,39413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC933,652$44.8M0.01%+92,75813F-HRTimelineGroup
Symmetry Partners, LLC883,958$42.4M2.51%+462,14313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co765,779$36.7M0.01%-5,03113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/708,470$34M<0.01%+78,51913F-HRTimelineGroup
Acropolis Investment Management, LLC641,150$30.8M1.38%+12,06413F-HRTimeline
FMR LLCin group FMR LLC630,218$30.2M<0.01%+12,77613F-HRTimelineGroup
UBS Group AGin group UBS Group AG549,089$26.3M0.01%+32,27513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding542,570$26M-29,838Timeline
Mariner, LLCin group Mariner, LLC537,147$25.8M0.03%+22,92613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…464,532$22.3M0.43%+15,66813F-HRTimelineGroup
Janney Montgomery Scott LLC456,737$21.9M0.05%+16,50713F-HRTimeline
Armbruster Capital Management, Inc.454,137$21.8M3.66%-2013F-HRTimeline
Kathmere Capital Management, LLC425,758$20.4M1.38%+17,81813F-HRTimeline
Shore Point Advisors, LLC454,732$17.6M7.45%+98,69813F-HRTimeline
Ocean Park Asset Management, LLC358,247$17.2M0.81%-226,80013F-HRTimeline
AdvisorShares Investments LLC350,320$16.8M2.8%new13F-HRTimeline
LPL Financial LLC337,130$16.2M<0.01%+21,21113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.320,228$15.4M<0.01%-720,25813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC304,648$14.6M0.02%+145,22313F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC296,631$14.2M1.57%+16,18813F-HRTimeline
Klaas Financial Asset Advisors, LLC288,870$13.9M2.01%+1,31213F-HRTimeline
MML INVESTORS SERVICES, LLC285,303$13.7M0.03%+38,09113F-HRTimeline
Straight Path Wealth Management282,728$13.6M3.66%+10,01013F-HRTimeline
Family Capital Trust Co263,505$12.6M4.13%+1,16913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.252,276$12.1M1.35%13F-HRTimeline
Focus Financial Network, Inc.249,215$12M0.42%+6,30313F-HRTimeline
Meredith Wealth Planning238,317$11.4M3.4%+4,35613F-HRTimeline
ATWOOD & PALMER INC236,042$11.3M0.64%-3,09413F-HRTimeline
Apella Capital, LLC235,416$11.3M0.22%-19,57013F-HRTimeline
Vise Technologies, Inc.220,175$10.6M0.21%+138,73613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP213,340$10.2M0.13%+7,74713F-HRTimeline
Segment Wealth Management, LLC206,807$9.92M0.58%-36813F-HRTimeline
CGC Financial Services, LLC206,442$9.9M2.65%-6,29813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,953$9.83M0.01%+19,16413F-HRTimelineGroup
Sequoia Financial Advisors, LLC204,800$9.82M0.05%-19,27313F-HRTimeline
Solano Wealth Investment Advisors LLC201,301$9.66M4.79%+4,63013F-HRTimeline
Financial Partners Group, Inc180,723$9.16M1.06%+55,32113F-HRTimeline
Archvest Wealth Advisors, Inc.178,329$8.55M5.46%+40713F-HR/ATimeline
Cetera Investment Advisers169,902$8.15M0.01%+85,21013F-HRTimeline
Alexis Investment Partners, LLC164,469$7.92M2.95%+21,45813F-HRTimeline
Venturi Wealth Management, LLC147,750$7.09M0.31%+21013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC132,869$6.37M0.01%-7,82813F-HRTimeline
Wealth Enhancement Trust Services, Inc.132,224$6.34M0.8%13F-HRTimeline
Financial Freedom, LLC132,011$6.33M3.14%+1,21313F-HRTimeline
Opes Wealth Management LLC127,647$6.12M1.04%+90213F-HRTimeline
Atria Investments, Inc111,228$5.34M0.06%+5,15213F-HRTimeline
Veridan Wealth LLC110,912$5.32M1.79%+3,60313F-HRTimeline
Tacita Capital Inc109,081$5.23M3.03%-55313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,742$4.93M<0.01%-59,86913F-HRTimelineGroup
Occidental Asset Management, LLC94,133$4.52M0.54%+2,09513F-HRTimeline
Impact Capital Partners LLC89,410$4.29M1.27%+2,70813F-HRTimeline
New Millennium Group LLC88,384$4.24M1.84%-1,54813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC87,487$4.2M<0.01%-288,96213F-HRTimeline
Unison Advisors LLC87,368$4.19M0.37%+4,61713F-HRTimeline
FAS Wealth Partners, Inc.85,509$4.1M0.27%+2,27513F-HRTimeline
SHUFRO ROSE & CO LLC84,227$4.04M0.27%+8,31513F-HRTimeline
NorthCrest Asset Manangement, LLC80,421$3.98M0.09%+11,56513F-HRTimeline
1900 WEALTH MANAGEMENT LLC80,359$3.85M0.25%+19813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO79,777$3.83M<0.01%+8,27813F-HRTimelineGroup
RHS Financial, LLC73,912$3.55M1.73%+48113F-HRTimeline
Empire Life Investments Inc.70,900$3.4M0.19%-47,00013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…70,000$3.36M0.07%+13,95113F-HRTimelineGroup
Columbus Macro, LLC68,716$3.3M0.36%+2,03413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding65,508$3.14M+10,463Timeline
Betterment LLC64,964$3.12M0.01%+83013F-HRTimeline
Savvy Advisors, Inc.63,865$3.06M0.1%-67,08413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.61,751$2.96M0.14%+2,12313F-HRTimelineGroup
MorganRosel Wealth Management, LLC60,780$2.92M0.73%+4,37113F-HRTimeline
Financial Enhancement Group LLC52,710$2.64M0.34%+7913F-HRTimeline
Vantage Financial Partners, LLC53,895$2.59M0.52%+2,05813F-HRTimeline
Capital Investment Advisory Services, L…53,517$2.57M0.18%+11,17613F-HRTimeline
Independent Solutions Wealth Management…48,669$2.33M0.43%+7,63913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC48,661$2.33M0.95%+11313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/48,492$2.33M<0.01%-72,46413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd45,076$2.16M0.02%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC44,528$2.14M0.07%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,681$2.1M0.01%+3,09513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,935$2.03M<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC41,031$1.97M0.05%-21,32313F-HRTimeline
Brickley Wealth Management40,612$1.95M0.33%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,305$1.93M+1,315Timeline
IFP Advisors, Inc39,719$1.91M0.04%+7,09513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP38,993$1.87M0.04%-8,81013F-HRTimeline
Simplicity Wealth,LLC38,243$1.83M0.11%+70413F-HRTimeline
Quantinno Capital Management LP36,105$1.73M<0.01%+30,36213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,857$1.72M<0.01%+16,10313F-HRTimelineGroup
Private Advisor Group, LLC35,449$1.7M0.01%+93013F-HRTimeline
Valued Retirements, Inc.34,062$1.63M1.6%-8,55513F-HRTimeline
Southland Equity Partners LLC33,825$1.62M0.32%-1,71913F-HRTimeline
IEQ CAPITAL, LLC33,574$1.61M<0.01%+5,36113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,227$1.55M<0.01%-61113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,743$1.43M<0.01%+6,74913F-HRTimelineGroup
Professional Financial Advisors, LLC29,536$1.42M0.29%-23213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,961$1.39M<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd25,372$1.22M<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc23,837$1.14M0.41%-6,75413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,173$1.11M<0.01%+5,42113F-HRTimelineGroup
Medallion Wealth Advisors, LLC22,763$1.09M0.37%+2,06413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,011$1.06M0.07%+1,22513F-HRTimelineGroup
McCartney Wealth Management LLC21,973$1.05M0.91%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,670$1.04M<0.01%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP21,550$1.03M<0.01%new13F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC20,985$1.01M0.02%013F-HRTimelineGroup
Bell Investment Advisors, Inc20,334$975K0.15%+2,36713F-HRTimeline
Venture Visionary Partners LLC19,335$966K0.03%+2,20013F-HRTimeline
Ariadne Wealth Management, LP17,911$927K0.38%013F-HRTimeline
Crusonia Wealth Advisors LLC18,220$874K0.19%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,197$825K0.05%-4,93413F-HRTimeline
Y-Intercept (Hong Kong) Ltd16,647$799K0.02%new13F-HRTimeline
Rollins Financial Advisors, LLC16,388$786K0.12%+10,01713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,256$780K<0.01%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning15,806$758K<0.01%new13F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC15,026$731K0.18%+47313F-HRTimeline
Coordinated Financial Services, Inc.14,990$719K0.41%+3,92513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,800$710K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,544$698K<0.01%-2,06113F-HR/ATimelineGroup
CAPITAL ADVISORS INC/OK14,359$689K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co13,782$661K0.03%-2413F-HRTimeline
WORLD EQUITY GROUP, INC.13,699$657K0.18%+1,10313F-HRTimeline
Advisory Alpha, LLC13,003$624K0.02%-4913F-HRTimeline
COWA, LLC12,913$619K0.19%+5913F-HRTimeline
Strategic Blueprint, LLC12,638$606K0.04%-21013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,378$594K<0.01%-46513F-HRTimeline
Ackerman Capital Advisors, LLC12,187$585K0.12%-59213F-HRTimeline
WILLIAM JOHN SEMPOLINSKI11,144$535K0.26%13F-HRTimeline
NewEdge Advisors, LLC10,933$524K<0.01%+41813F-HRTimeline
Advisory Services Network, LLC10,890$522K0.01%+36013F-HRTimeline
Virtus Family Office LLC10,041$482K0.42%+2,00913F-HRTimeline
Seed Wealth Management, Inc.9,900$475K0.33%013F-HRTimeline
Cambridge Investment Research Advisors,…9,750$468K<0.01%+1,30613F-HRTimeline
Hyundai Investments Co., Ltd.9,509$458K0.45%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.18,900$447K0.11%+9,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,190$441K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC8,910$427K<0.01%+713F-HRTimeline
SWEENEY & MICHEL, LLC8,052$423K0.12%+2,79113F-HRTimeline
Caprock Group, LLC8,657$415K0.01%-2913F-HRTimeline
Prime Capital Investment Advisors, LLC8,494$407K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC8,201$393K0.01%-66313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,053$386K<0.01%+5,85513F-HRTimelineGroup
Snowden Capital Advisors LLC8,000$384K0.01%013F-HRTimeline
COMERICA BANK7,965$382K<0.01%-6,32613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,643$367K<0.01%013F-HR/ATimelineGroup
Meridian Wealth Management, LLC7,472$358K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC7,321$351K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,088$340K0.01%-43113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,941$333K<0.01%013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.6,516$313K0.17%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,436$309K0.02%-93813F-HRTimeline
Compound Planning, Inc.6,382$306K0.01%-3,95413F-HRTimeline
WealthCare Investment Partners, LLC6,270$305K0.09%+21813F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,325$303K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC6,287$302K0.18%013F-HRTimeline
Lodestone Wealth Management LLC6,255$300K0.12%013F-HRTimeline
EFG International AGin group EFG International AG6,195$297K0.01%13F-HRTimelineGroup
ADE, LLC6,099$293K0.14%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,061$291K<0.01%+1,21113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,984$287K<0.01%+47413F-HRTimelineGroup
Weaver Consulting Group5,803$278K0.07%-713F-HRTimeline
NorthCoast Asset Management LLC5,765$277K0.01%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,497$264K0.06%+78713F-HRTimeline
Oregon Pacific Wealth Management, LLC5,234$251K0.26%013F-HRTimeline
Soltis Investment Advisors LLC5,094$244K0.02%new13F-HR/ATimeline
O'Brien Wealth Partners LLC4,834$232K0.03%new13F-HRTimeline
Summit Financial, LLC4,597$221K<0.01%-9513F-HRTimeline
Astoria Portfolio Advisors LLC.4,092$215K0.05%new13F-HRTimeline
Fortune Financial Advisors, LLC4,458$214K0.14%new13F-HRTimeline
Cresset Asset Management, LLC4,437$213K<0.01%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,374$210K0.07%-76313F-HR/ATimeline
RPS ADVISORY SOLUTIONS LLC4,312$207K0.1%-21,50513F-HRTimeline
Willis Johnson & Associates, Inc.4,271$205K0.01%-1813F-HRTimeline
SCRATCH CAPITAL LLC4,247$204K0.13%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,676$176K<0.01%+2,42313F-HRTimelineGroup
Smithfield Trust Co3,074$148K0.01%-5913F-HRTimeline
Smartleaf Asset Management LLC2,903$140K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC2,702$130K<0.01%+1,99713F-HRTimeline
AE Wealth Management LLC2,670$128K<0.01%+45913F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,629$126K0.13%13F-HRTimeline
Beaird Harris Wealth Management, LLC2,516$121K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.2,263$109K0.07%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,116$101K0.02%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$92.2K0.01%013F-HRTimeline
American Capital Advisory, LLC1,885$90.4K0.04%013F-HRTimeline
High Note Wealth, LLC1,800$86.3K0.02%new13F-HRTimeline
Sankala Group LLC1,548$81.6K0.07%13F-HRTimeline
Geneos Wealth Management Inc.1,640$78.7K<0.01%+1,29013F-HRTimeline
CX Institutional1,598$77K<0.01%+13913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,335$64K<0.01%-2,08313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,134$54.4K<0.01%+79113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,131$54.3K<0.01%+16413F-HRTimelineGroup
Allworth Financial LP997$47.8K<0.01%+13213F-HRTimeline
Golden State Wealth Management, LLC932$44.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…900$43.2K<0.01%+19813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/854$41K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC827$40K<0.01%+74213F-HRTimelineGroup