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Disclosery

IMTM ISHARES TR

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SHS (fund)

229 managers (233 13F filers) reported a position in IMTM shares at 2026-03-31, 59,934,750 shares in all. 25 filers opened a position and 18 filers sold out during the quarter.

Managers
229
13F filers
233
New
25
Added
89
Reduced
68
Sold out
18
Shares held by filers
59,934,750

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 /ADV24,007,785$1.15B1.71%+1,151,96313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,979,760$582M1.28%-7,885,80513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,722,729$82.7M1.44%+129,64413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,451,324$69.7M<0.01%+161,91413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,102,223$52.9M0.03%+81,66813F-HRTimelineGroup
Symmetry Partners, LLC918,233$44.1M2.52%+34,27513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co749,672$36M0.01%-16,10713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/732,214$35.2M<0.01%+23,74413F-HRTimelineGroup
FMR LLCin group FMR LLC696,709$33.5M<0.01%+66,49113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC672,170$32M0.01%-261,48213F-HR/ATimelineGroup
Acropolis Investment Management, LLC633,116$30.4M1.34%-8,03413F-HRTimeline
Mariner, LLCin group Mariner, LLC619,464$29.7M0.03%+82,31713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding605,915$29.1M+63,345Timeline
UBS Group AGgroup of 2 filers holding604,564$29M+55,475Timeline
Janney Montgomery Scott LLC478,848$23M0.06%+22,11113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…476,824$22.9M0.42%+12,29213F-HRTimelineGroup
Armbruster Capital Management, Inc.452,927$21.7M3.56%-1,21013F-HRTimeline
Kathmere Capital Management, LLC433,478$20.8M1.29%+7,72013F-HRTimeline
LPL Financial LLC403,296$19.4M0.01%+66,16613F-HRTimeline
Shore Point Advisors, LLC453,302$17.7M7.01%-1,43013F-HRTimeline
AdvisorShares Investments LLC333,088$16M2.92%-17,23213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA331,656$15.9M<0.01%+228,91413F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC315,194$15.1M1.74%+18,56313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.305,490$14.7M<0.01%-14,73813F-HRTimelineGroup
Straight Path Wealth Management294,940$14.2M3.78%+12,21213F-HRTimeline
Venture Visionary Partners LLC291,155$14M0.47%+271,82013F-HRTimeline
Family Capital Trust Co269,982$13M4.7%+6,47713F-HR/ATimeline
Focus Financial Network, Inc.259,419$12.5M0.45%+10,20413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.256,678$12.3M1.41%+4,40213F-HRTimeline
Apella Capital, LLC221,970$11.7M0.17%-13,44613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC243,552$11.7M0.01%+214,59113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP234,928$11.3M0.14%+21,58813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC229,425$11M0.01%-75,22313F-HRTimelineGroup
ATWOOD & PALMER INC228,717$11M0.62%-7,32513F-HRTimeline
MML INVESTORS SERVICES, LLC220,820$10.6M0.03%-64,48313F-HRTimeline
Vise Technologies, Inc.220,175$10.6M0.21%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.213,676$10.3M0.02%+8,72313F-HRTimelineGroup
Segment Wealth Management, LLC209,619$10.1M0.59%+2,81213F-HRTimeline
Solano Wealth Investment Advisors LLC209,184$10M5.01%+7,88313F-HRTimeline
Financial Partners Group, Inc207,170$9.95M1.19%+26,44713F-HRTimeline
Sequoia Financial Advisors, LLC201,093$9.66M0.05%-3,70713F-HRTimeline
Alexis Investment Partners, LLC195,036$9.02M6.21%+30,56713F-HRTimeline
Archvest Wealth Advisors, Inc.184,989$8.88M5.73%+6,66013F-HRTimeline
CGC Financial Services, LLC175,994$8.45M2.44%-30,44813F-HRTimeline
Cetera Investment Advisers161,722$7.77M0.01%-8,18013F-HRTimeline
Wealth Enhancement Trust Services, Inc.146,705$7.04M0.85%+14,48113F-HRTimeline
Venturi Wealth Management, LLC143,711$6.9M0.31%-4,03913F-HRTimeline
Financial Freedom, LLC130,424$6.26M3.12%-1,58713F-HRTimeline
Opes Wealth Management LLC127,493$6.12M1.05%-15413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,351$5.85M<0.01%+46,57413F-HR/ATimelineGroup
Occidental Asset Management, LLC121,278$5.82M0.69%+27,14513F-HRTimeline
Veridan Wealth LLC113,956$5.47M2.06%+3,04413F-HRTimeline
Tacita Capital Inc109,564$5.26M3.11%+48313F-HRTimeline
Impact Capital Partners LLC104,318$5.01M1.52%+14,90813F-HRTimeline
Atria Investments, Inc102,272$4.91M0.05%-8,95613F-HRTimeline
NewEdge Advisors, LLC101,509$4.87M0.02%+90,57613F-HR/ATimeline
Unison Advisors LLC89,871$4.32M0.33%+2,50313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC87,487$4.2M<0.01%013F-HRTimeline
Meredith Wealth Planning86,479$4.15M1.13%-151,83813F-HRTimeline
SHUFRO ROSE & CO LLC85,713$4.12M0.28%+1,48613F-HRTimeline
FAS Wealth Partners, Inc.84,450$4.06M0.25%-1,05913F-HRTimeline
Independent Solutions Wealth Management…83,057$3.99M0.59%+34,38813F-HRTimeline
1900 WEALTH MANAGEMENT LLC80,222$3.85M0.25%-13713F-HRTimeline
RHS Financial, LLC78,612$3.77M1.79%+4,70013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…73,150$3.51M0.07%+3,15013F-HRTimelineGroup
Capital Investment Advisory Services, L…72,459$3.48M0.25%+18,94213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC70,753$3.4M<0.01%+41,01013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding67,723$3.25M+2,215Timeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.67,531$3.24M0.2%+5,78013F-HRTimelineGroup
Betterment LLC64,831$3.11M0.01%-13313F-HRTimeline
NorthCrest Asset Manangement, LLC61,246$2.99M0.09%-19,17513F-HRTimeline
Savvy Advisors, Inc.60,981$2.93M0.08%-2,88413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS58,621$2.81M<0.01%+52,56013F-HRTimeline
Rollins Financial Advisors, LLC56,543$2.72M0.43%+40,15513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC56,271$2.7M1.72%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,284$2.65M<0.01%+46,09413F-HRTimelineGroup
IFP Advisors, Inc55,266$2.65M0.06%+15,54713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,968$2.64M<0.01%-77,90113F-HRTimeline
Columbus Macro, LLC52,011$2.5M0.27%-16,70513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,297$2.42M<0.01%+18,07013F-HRTimelineGroup
MorganRosel Wealth Management, LLC49,509$2.38M0.94%-11,27113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,487$2.37M0.02%+5,80613F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC49,224$2.36M0.95%+56313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/47,114$2.26M<0.01%-1,37813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,535$2.24M<0.01%+60013F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,601$2M0.01%+31,85113F-HRTimeline
Brickley Wealth Management40,613$1.95M0.33%+113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,409$1.89M<0.01%+3,55213F-HRTimelineGroup
Professional Financial Advisors, LLC38,993$1.87M0.38%+9,45713F-HRTimeline
Simplicity Wealth,LLC38,346$1.84M0.1%+10313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,308$1.79M-2,997Timeline
IEQ CAPITAL, LLC36,579$1.76M0.01%+3,00513F-HRTimeline
Klaas Financial Asset Advisors, LLC35,561$1.71M0.24%-253,30913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC35,430$1.7M0.37%+29,93313F-HRTimeline
Ashton Thomas Private Wealth, LLC34,096$1.64M0.04%-6,93513F-HRTimeline
Valued Retirements, Inc.34,091$1.64M1.6%+2913F-HRTimeline
Private Advisor Group, LLC32,881$1.58M0.01%-2,56813F-HRTimeline
Southland Equity Partners LLC32,799$1.57M0.31%-1,02613F-HRTimeline
Crusonia Wealth Advisors LLC32,296$1.55M0.32%+14,07613F-HRTimeline
Quantinno Capital Management LP31,912$1.53M<0.01%-4,19313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP31,182$1.5M0.03%-7,81113F-HRTimeline
Glass Jacobson Investment Advisors llc29,562$1.42M0.49%+5,72513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28,868$1.39M0.03%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding28,165$1.35M+6,154Timeline
Medallion Wealth Advisors, LLC24,495$1.18M0.38%+1,73213F-HRTimeline
G&S Capital LLC22,901$1.1M0.39%new13F-HRTimeline
McCartney Wealth Management LLC21,982$1.06M0.89%+913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,670$1.04M<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,352$1.03M<0.01%+6,80813F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC20,985$1.01M0.02%013F-HRTimelineGroup
Bell Investment Advisors, Inc19,984$960K0.15%-35013F-HRTimeline
EFG International AGin group EFG International AG18,945$910K0.02%+12,75013F-HRTimelineGroup
Ariadne Wealth Management, LP17,911$860K0.39%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,600$845K0.06%+11,16413F-HRTimeline
Creative Planningin group Creative Planning17,022$817K<0.01%+1,21613F-HRTimelineGroup
COWA, LLC16,827$808K0.22%+3,91413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,341$785K<0.01%+8513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV15,908$764K0.05%-1,28913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,509$745K<0.01%-7,66413F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC14,432$742K0.17%-59413F-HRTimeline
Coordinated Financial Services, Inc.14,990$720K0.42%013F-HRTimeline
CAPITAL ADVISORS INC/OK14,395$691K0.01%+3613F-HRTimeline
WORLD EQUITY GROUP, INC.14,378$690K0.18%+67913F-HRTimeline
WILLIAM JOHN SEMPOLINSKI13,744$660K0.33%+2,60013F-HRTimeline
Pine Valley Investments Ltd Liability Co13,678$657K0.03%-10413F-HRTimeline
Kiker Wealth Management, LLC13,443$646K0.31%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,179$633K<0.01%+80113F-HRTimeline
Advisory Alpha, LLC13,003$624K0.02%013F-HRTimeline
Qube Research & Technologies Ltd12,479$599K<0.01%-12,89313F-HRTimeline
Ackerman Capital Advisors, LLC12,187$585K0.12%013F-HRTimeline
TBH Global Asset Management, LLC12,063$578K0.12%new13F-HRTimeline
Advisory Services Network, LLC11,875$570K0.01%+98513F-HRTimeline
HighTower Advisors, LLC11,842$569K<0.01%+2,93213F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,548$555K0.01%-5,09913F-HRTimeline
Strategic Blueprint, LLC11,452$550K0.03%-1,18613F-HRTimeline
Arkadios Wealth Advisors10,811$519K0.01%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management10,800$519K<0.01%new13F-HRTimelineGroup
Virtus Family Office LLC10,041$482K0.41%013F-HRTimeline
Seed Wealth Management, Inc.9,900$475K0.33%013F-HRTimeline
SWEENEY & MICHEL, LLC8,796$457K0.13%+74413F-HRTimeline
LexAurum Advisors, LLC9,056$435K0.06%13F-HRTimeline
Fortune Financial Advisors, LLC8,802$423K0.22%+4,34413F-HRTimeline
Caprock Group, LLC8,567$411K0.01%-9013F-HRTimeline
Meridian Wealth Management, LLC8,544$410K0.01%+1,07213F-HRTimeline
Prime Capital Investment Advisors, LLC8,513$409K<0.01%+1913F-HRTimeline
LANARK FINANCIAL, INC.8,198$394K0.03%+7,77113F-HRTimeline
Aprio Wealth Management, LLC8,046$386K0.02%new13F-HRTimeline
Heirloom Wealth Management8,021$385K0.07%new13F-HRTimeline
Snowden Capital Advisors LLC8,000$384K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,643$367K<0.01%013F-HR/ATimelineGroup
Oregon Pacific Wealth Management, LLC7,458$358K0.37%+2,22413F-HRTimeline
FLOW TRADERS U.S. LLC7,411$356K0.01%-37,11713F-HRTimeline
EP Wealth Advisors, LLC7,033$338K<0.01%-28813F-HRTimeline
Gladstone Institutional Advisory LLC7,013$337K0.01%-1,18813F-HRTimeline
Summit Trail Advisors, LLC6,805$327K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.6,516$313K0.17%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,352$305K<0.01%-1,70113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co6,325$304K0.01%013F-HRTimeline
WealthCare Investment Partners, LLC6,270$303K0.08%013F-HRTimeline
GUERRA PAN ADVISORS, LLC6,287$302K0.19%013F-HRTimeline
Lodestone Wealth Management LLC6,255$300K0.12%013F-HR/ATimeline
ADE, LLC6,099$293K0.14%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,904$283K0.02%new13F-HRTimeline
Compound Planning, Inc.5,836$280K0.01%-54613F-HRTimeline
Weaver Consulting Group5,803$279K0.07%013F-HRTimeline
NorthCoast Asset Management LLC5,765$277K0.01%013F-HRTimeline
TKG Advisors, LLC5,713$274K0.11%new13F-HRTimeline
Farther Finance Advisors, LLC5,502$271K<0.01%+2,80013F-HRTimeline
Brooklyn Investment Group5,358$257K0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC5,333$256K0.15%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,308$255K<0.01%-67613F-HRTimelineGroup
Soltis Investment Advisors LLC5,094$245K0.02%013F-HRTimeline
Summit Financial, LLC4,597$221K<0.01%013F-HRTimeline
Cresset Asset Management, LLC4,437$213K<0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.4,118$212K0.05%+2613F-HRTimeline
Kuhn & Co Investment Counsel4,326$208K0.13%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,274$205K0.07%-10013F-HRTimeline
Willis Johnson & Associates, Inc.4,255$204K0.01%-1613F-HRTimeline
Hyundai Investments Co., Ltd.4,342$201K0.23%-5,16713F-HRTimeline
Smithfield Trust Co3,074$149K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,903$134K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,629$126K0.13%013F-HRTimeline
AE Wealth Management LLC2,627$126K<0.01%-4313F-HRTimeline
Beaird Harris Wealth Management, LLC2,516$121K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,482$119K<0.01%-4,60613F-HRTimeline
Reyes Financial Architecture, Inc.2,263$109K0.09%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,116$102K0.02%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$92.3K0.01%013F-HRTimeline
High Note Wealth, LLC1,800$86.4K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,750$84K<0.01%+11013F-HRTimeline
CX Institutional1,511$73K<0.01%-8713F-HRTimeline
American Capital Advisory, LLC1,475$70.8K0.03%-41013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,299$62.4K<0.01%-3613F-HRTimelineGroup
Sankala Group LLC1,309$61.3K0.05%-23913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,231$59.1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP997$47.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC973$46.7K<0.01%-15813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN936$45K<0.01%-2,74013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…914$43.9K<0.01%+1413F-HRTimeline