IMTM institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding235
Shares held63,906,692
Reported value$3.4bn
Quarter flows34 new, 103 added, 60 trimmed, 31 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MERCER GLOBAL ADVISORS INC /ADV25,849,053$1.4bn1.7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13,428,393$703.5m1.2%
RITHOLTZ WEALTH MANAGEMENT1,825,275$97.3m1.5%
MORGAN STANLEY1,554,531$82.9m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,165,748$62.2m0.0%
Symmetry Partners, LLC948,588$50.6m2.6%
AMERIPRISE FINANCIAL INC764,004$40.7m0.0%
FMR LLC755,702$40.3m0.0%
BANK OF AMERICA CORP /DE/743,848$39.7m0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC733,639$39.1m0.0%
ENVESTNET ASSET MANAGEMENT INC672,511$35.9m0.0%
Mariner, LLC665,140$35.5m0.0%
UBS Group AG659,017$35.1m0.0%
Acropolis Investment Management, LLC640,207$34.1m1.3%
GREAT VALLEY ADVISOR GROUP, INC.548,458$29.2m0.5%
Janney Montgomery Scott LLC484,705$25.8m0.1%
Armbruster Capital Management, Inc.460,391$24.6m3.7%
LPL Financial LLC457,807$24.4m0.0%
Kathmere Capital Management, LLC455,627$24.3m1.3%
Shore Point Advisors, LLC483,285$20.8m7.1%
PEAPACK GLADSTONE FINANCIAL CORP369,827$19.7m0.2%
ATLAS CAPITAL ADVISORS INC.324,355$17.3m1.9%
AdvisorShares Investments LLC323,586$17.3m2.1%
CABOT WEALTH MANAGEMENT INC322,958$17.2m1.8%
Venture Visionary Partners LLC311,126$16.6m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IMTM"). IMTM price history · All 13F data

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