# ISHARES TR (IMTM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IMTM/

- Reporting holders: 10
- Reported value: $92.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $34.0M | 645,542 | 1.4% | 25 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $16.8M | 319,657 | 0.4% | 6 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $11.4M | 216,001 | 0.6% | 27 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $10.8M | 205,583 | 1.2% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $10.8M | 205,961 | 0.1% | 17 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $7.0M | 132,640 | 0.9% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $523.9K | 9,954 | 0.3% | 2 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $378.0K | 7,181 | 0.0% | 2 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $303.7K | 5,770 | 0.1% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $96.3K | 1,830 | 0.0% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $92.1M |
| Q2 2026 | 238 | $5.0B |
| Q1 2026 | 230 | $2.9B |
| Q4 2025 | 228 | $3.2B |
| Q3 2025 | 206 | $3.0B |
| Q2 2025 | 192 | $3.6B |
| Q1 2025 | 169 | $2.9B |
| Q4 2024 | 165 | $2.8B |
| Q3 2024 | 152 | $2.8B |
| Q2 2024 | 155 | $2.7B |
| Q1 2024 | 137 | $2.6B |
| Q4 2023 | 117 | $2.0B |