IMTM ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in IMTM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 645,542 | $34M | 1.37% | +5,335 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 319,657 | $16.8M | 0.44% | +8,531 | 13F-HRTimeline |
| ATWOOD & PALMER INC | 216,001 | $11.4M | 0.58% | -8,811 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 205,583 | $10.8M | 1.16% | +36,059 | 13F-HRTimeline |
| Apella Capital, LLC | 205,961 | $10.8M | 0.14% | -9,035 | 13F-HRTimeline |
| RIVERSEDGE ADVISORS, LLC | 132,640 | $6.98M | 0.87% | new | 13F-HRTimeline |
| Planning Strategies Inc. | 9,954 | $524K | 0.31% | +828 | 13F-HRTimeline |
| Breakwater Capital Group | 7,181 | $378K | 0.04% | +3,185 | 13F-HRTimeline |
| Weaver Consulting Group | 5,770 | $304K | 0.06% | -33 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,830 | $96.3K | <0.01% | -413 | 13F-HRTimeline |