Inst. Holders
50 funds
IM
IMTM
ISHARES TR
$52.96 ▲ +1.15%
Prev close $52.367 New Institutional Positions10 Institutional Exits
Snapshot
The big-picture read on IMTM right now — valuation, ownership and activity at a glance.
Inst. Value
$2.7B
Inst. Activity
7 buys / 10 sells
Price chart 30d -1.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: IMTM — 0.2M shares, 2,102 trades
Week starting 2026-09-07. Total ATS volume: 223,213 shares across 2,102 trades.
Jun 30, 2026 Inst.
BlackRock, Inc. — TRIM
174,505 shares ($9.3M)
Jun 30, 2026 Inst.
EP Wealth Advisors, LLC — DOUBLED
135,471 shares ($7.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: IMTM — 0.2M shares, 2,102 trades
Week starting 2026-09-07. Total ATS volume: 223,213 shares across 2,102 trades.
Sep 4, 2026
ftd
FTD: IMTM — 41,393 shares ($2.2M) failed to deliver
Settlement: 20260904, Price: $54.05, FTD Value: $2,237,291.65, ISHARES MSCI INTL MOMENTUM FAC
Aug 31, 2026
dark_pool
Dark Pool: IMTM — 0.3M shares, 2,073 trades
Week starting 2026-08-31. Total ATS volume: 255,076 shares across 2,073 trades.
Aug 24, 2026
dark_pool
Dark Pool: IMTM — 0.1M shares, 1,409 trades
Week starting 2026-08-24. Total ATS volume: 129,521 shares across 1,409 trades.
Aug 17, 2026
dark_pool
Dark Pool: IMTM — 0.1M shares, 1,468 trades
Week starting 2026-08-17. Total ATS volume: 127,717 shares across 1,468 trades.
Institutional ownership
Which big funds own IMTM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.7B total value (50,205,995 shares) as of 2026-Q2. Top holders: MERCER, WEALTH, MORGAN. Net selling activity: 10 institutions trimmed/exited vs 7 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 25,849,053 | $1.4B | 51.7% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,428,393 | $703.5M | 26.4% | TRIM -39.7% |
| MORGAN STANLEY | 1,554,531 | $82.9M | 3.1% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,165,748 | $62.2M | 2.3% | NEAR_EXIT -94.9% |
| AMERIPRISE FINANCIAL INC | 764,004 | $40.7M | 1.5% | TRIM -28.0% |
| FMR LLC | 755,702 | $40.3M | 1.5% | — |
| BANK OF AMERICA CORP /DE/ | 743,848 | $39.7M | 1.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 733,639 | $39.1M | 1.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 672,511 | $35.9M | 1.3% | — |
| Mariner, LLC | 665,140 | $35.5M | 1.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 305,490 | 174,505 | -42.9% | $9.3M |
| EP Wealth Advisors, LLC | DOUBLED | 7,033 | 135,471 | +1826.2% | $7.2M |
| ROYAL BANK OF CANADA | TRIM | 331,656 | 123,523 | -62.8% | $6.6M |
| NewEdge Advisors, LLC | TRIM | 101,509 | 56,309 | -44.5% | $3.0M |
| Private Advisor Group, LLC | ADD | 32,881 | 46,825 | +42.4% | $2.5M |
| Quantinno Capital Management LP | ADD | 31,912 | 43,260 | +35.6% | $2.3M |
| GOLDMAN SACHS GROUP INC | ADD | 16,341 | 26,756 | +63.7% | $1.4M |
| Cresset Asset Management, LLC | ADD | 4,437 | 7,161 | +61.4% | $381.9K |
| Farther Finance Advisors, LLC | TRIM | 5,502 | 2,243 | -59.2% | $119.6K |
| WELLS FARGO & COMPANY/MN | ADD | 936 | 1,202 | +28.4% | $64.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IMTM.
Shares short
159,413
Settlement Sep 15, 2026
Change vs prior
-58.7%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume