ISHARES TR (IMTM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
227
Reporting holders
$4.9B
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $2.8B | 51,687,169 | 1.71% | 30q | +115.3%+$1.5B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $703.5M | 13,428,393 | 1.18% | 18q | +12.1%+$75.9M |
| RITHOLTZ WEALTH MANAGEMENT | $194.7M | 3,650,550 | 1.45% | 20q | +111.9%+$102.8M |
| MORGAN STANLEY | $82.9M | 1,554,531 | 0.00% | 35q | +7.1%+$5.5M |
| Acropolis Investment Management, LLC | $64.4M | 1,270,926 | 1.35% | 24q | +100.7%+$32.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $62.2M | 1,165,748 | 0.03% | 26q | +5.8%+$3.4M |
| Symmetry Partners, LLC | $50.6M | 948,588 | 2.58% | 8q | +3.3%+$1.6M |
| AMERIPRISE FINANCIAL INC | $40.7M | 764,004 | 0.01% | 25q | -43.2%-$31.0M |
| FMR LLC | $40.3M | 755,702 | 0.00% | 25q | +8.5%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $39.7M | 743,848 | 0.00% | 31q | +1.6%+$620.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.1M | 733,639 | 0.01% | 4q | -2.1%-$855.0K |
| Sixth Street Partners Management Company, L.P. | $39.1M | 733,639 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $35.9M | 672,511 | 0.01% | 31q | +11.0%+$3.6M |
| Mariner, LLC | $35.5M | 665,140 | 0.04% | 20q | +7.4%+$2.4M |
| UBS Group AG | $35.1M | 659,017 | 0.00% | 31q | +9.4%+$3.0M |
| ATLAS CAPITAL ADVISORS INC. | $29.6M | 581,033 | 1.66% | 30q | +126.4%+$16.5M |
| GREAT VALLEY ADVISOR GROUP, INC. | $29.2M | 548,458 | 0.46% | 8q | +15.0%+$3.8M |
| Family Capital Trust Co | $26.2M | 528,767 | 4.40% | 12q | +95.9%+$12.8M |
| Armbruster Capital Management, Inc. | $24.6M | 460,391 | 3.66% | 26q | +1.6%+$398.1K |
| LPL Financial LLC | $24.4M | 457,807 | 0.01% | 25q | +13.5%+$2.9M |
| Kathmere Capital Management, LLC | $24.3M | 455,627 | 1.29% | 27q | +5.1%+$1.2M |
| Shore Point Advisors, LLC | $20.8M | 483,285 | 7.12% | 19q | +6.6%+$1.3M |
| AdvisorShares Investments LLC | $17.3M | 323,586 | 2.08% | 3q | -2.9%-$506.7K |
| CABOT WEALTH MANAGEMENT INC | $17.2M | 322,958 | 1.75% | 24q | +2.5%+$414.1K |
| Venture Visionary Partners LLC | $16.6M | 311,126 | 0.46% | 5q | +6.9%+$1.1M |
| Straight Path Wealth Management | $15.9M | 298,739 | 3.72% | 19q | +1.3%+$202.6K |
| Wealth Enhancement Trust Services, Inc. | $15.4M | 301,748 | 0.91% | 3q | +105.7%+$7.9M |
| Vise Technologies, Inc. | $14.3M | 268,566 | 0.16% | 8q | +22.0%+$2.6M |
| MML INVESTORS SERVICES, LLC | $14.3M | 267,302 | 0.03% | 22q | +21.0%+$2.5M |
| Focus Financial Network, Inc. | $14.1M | 264,351 | 0.44% | 8q | +1.9%+$263.0K |
| Financial Partners Group, Inc | $13.5M | 253,750 | 1.37% | 10q | +22.5%+$2.5M |
| OSAIC HOLDINGS, INC. | $12.5M | 235,122 | 0.01% | 26q | +10.0%+$1.1M |
| ATWOOD & PALMER INC | $12.0M | 224,812 | 0.64% | 26q | -1.7%-$208.3K |
| Apella Capital, LLC | $11.2M | 214,996 | 0.16% | 16q | -3.1%-$363.6K |
| Solano Wealth Investment Advisors LLC | $11.2M | 209,765 | 5.09% | 5q | HELD |
| Sequoia Financial Advisors, LLC | $10.7M | 199,961 | 0.05% | 7q | -0.6%-$60.4K |
| Archvest Wealth Advisors, Inc. | $9.8M | 183,959 | 5.68% | 8q | -0.6%-$54.9K |
| BlackRock, Inc. | $9.3M | 174,505 | 0.00% | 8q | -42.9%-$7.0M |
| CGC Financial Services, LLC | $9.2M | 173,298 | 2.08% | 13q | -1.5%-$143.8K |
| Cetera Investment Advisers | $8.6M | 160,362 | 0.01% | 11q | -0.8%-$72.5K |
| Venturi Wealth Management, LLC | $8.4M | 157,490 | 0.32% | 6q | +9.6%+$734.8K |
| Alexis Investment Partners, LLC | $7.8M | 146,985 | 4.54% | 5q | -24.6%-$2.5M |
| EP Wealth Advisors, LLC | $7.2M | 135,471 | 0.03% | 7q | +1826.2%+$6.8M |
| Occidental Asset Management, LLC | $6.9M | 128,611 | 0.68% | 13q | +6.0%+$391.1K |
| ROYAL BANK OF CANADA | $6.6M | 123,523 | 0.00% | 31q | -62.8%-$11.1M |
| Financial Freedom, LLC | $6.6M | 123,503 | 3.02% | 9q | -5.3%-$369.1K |
| Fifth Third Wealth Advisors LLC | $6.4M | 119,296 | 0.18% | new | NEW |
| Veridan Wealth LLC | $6.3M | 118,750 | 2.15% | 7q | +4.2%+$255.7K |
| Tacita Capital Inc | $5.9M | 110,746 | 3.21% | 23q | +1.1%+$63.0K |
| Segment Wealth Management, LLC | $5.8M | 109,113 | 0.30% | 11q | -47.9%-$5.4M |
| Impact Capital Partners LLC | $5.8M | 108,501 | 1.58% | 7q | +4.0%+$223.1K |
| RHS Financial, LLC | $5.7M | 106,314 | 2.29% | 19q | +35.2%+$1.5M |
| Atria Investments, Inc | $5.5M | 103,372 | 0.06% | 9q | +1.1%+$58.7K |
| Rollins Financial Advisors, LLC | $5.3M | 100,317 | 0.70% | 5q | +77.4%+$2.3M |
| JPMORGAN CHASE & CO | $5.1M | 96,834 | 0.00% | 14q | -23.4%-$1.6M |
| Unison Advisors LLC | $5.0M | 93,351 | 0.35% | 21q | +3.9%+$185.6K |
| Independent Solutions Wealth Management, LLC | $4.8M | 90,720 | 0.63% | 4q | +9.2%+$408.7K |
| Capital Investment Advisory Services, LLC | $4.8M | 90,362 | 0.30% | 8q | +24.7%+$954.8K |
| TD PRIVATE CLIENT WEALTH LLC | $4.8M | 89,932 | 0.09% | 2q | +211.5%+$3.3M |
| VICTORY CAPITAL MANAGEMENT INC | $4.7M | 87,487 | 0.00% | 29q | HELD |
| Meredith Wealth Planning | $4.6M | 86,855 | 1.09% | 15q | HELD |
| SHUFRO ROSE & CO LLC | $4.5M | 85,270 | 0.26% | 18q | -0.5%-$23.6K |
| FAS Wealth Partners, Inc. | $4.5M | 84,638 | 0.24% | 30q | -1.0%-$46.5K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.3M | 81,430 | 0.08% | 5q | +11.3%+$441.6K |
| 1900 WEALTH MANAGEMENT LLC | $4.3M | 80,306 | 0.24% | 23q | HELD |
| Nuveen, LLC | $4.2M | 79,667 | 0.00% | new | NEW |
| NorthCrest Asset Manangement, LLC | $4.0M | 76,655 | 0.10% | 13q | +25.2%+$808.4K |
| WEST MICHIGAN ADVISORS, LLC | $3.9M | 76,290 | 0.40% | 4q | +115.3%+$2.1M |
| Stratos Wealth Advisors, LLC | $3.7M | 69,562 | 0.20% | 9q | +3.0%+$108.3K |
| AQR CAPITAL MANAGEMENT LLC | $3.7M | 68,529 | 0.00% | 6q | -3.1%-$118.6K |
| CAPTRUST FINANCIAL ADVISORS | $3.6M | 67,261 | 0.01% | 4q | +14.7%+$460.8K |
| Savvy Advisors, Inc. | $3.3M | 61,331 | 0.07% | 4q | +0.6%+$18.7K |
| IFP Advisors, Inc | $3.2M | 59,205 | 0.06% | 18q | +7.1%+$210.1K |
| COLUMBIA ADVISORY PARTNERS LLC | $3.1M | 58,018 | 1.71% | 2q | +3.1%+$93.2K |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 57,824 | 0.00% | 7q | +15.0%+$401.4K |
| NewEdge Advisors, LLC | $3.0M | 56,309 | 0.01% | new | NEW |
| MorganRosel Wealth Management, LLC | $2.9M | 55,052 | 0.99% | 23q | +11.2%+$295.6K |
| Columbus Macro, LLC | $2.8M | 52,531 | 0.27% | 11q | +1.0%+$27.7K |
| Focus Partners Advisor Solutions, LLC | $2.8M | 52,329 | 0.02% | 10q | +6.3%+$165.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 51,924 | 0.00% | 28q | -5.5%-$162.3K |
| DOPKINS WEALTH MANAGEMENT, LLC | $2.6M | 49,392 | 0.96% | 15q | HELD |
| Crusonia Wealth Advisors LLC | $2.6M | 49,043 | 0.43% | 3q | +51.9%+$893.1K |
| STIFEL FINANCIAL CORP | $2.6M | 48,668 | 0.00% | 9q | +23.5%+$493.8K |
| Equitable Holdings, Inc. | $2.6M | 48,477 | 0.02% | 25q | -2.0%-$53.9K |
| INSIGNEO ADVISORY SERVICES, LLC | $2.6M | 48,409 | 0.10% | 5q | +175.1%+$1.6M |
| Private Advisor Group, LLC | $2.5M | 46,825 | 0.01% | 6q | +42.4%+$743.6K |
| NATIONAL BANK OF CANADA /FI/ | $2.5M | 46,436 | 0.00% | 10q | -1.4%-$36.1K |
| TRUIST FINANCIAL CORP | $2.3M | 43,504 | 0.00% | 3q | +2.3%+$51.7K |
| Quantinno Capital Management LP | $2.3M | 43,260 | 0.00% | 4q | +35.6%+$605.2K |
| Brickley Wealth Management | $2.2M | 41,586 | 0.32% | 26q | +2.4%+$51.9K |
| Professional Financial Advisors, LLC | $2.2M | 40,921 | 0.38% | 25q | +4.9%+$102.8K |
| IEQ CAPITAL, LLC | $2.0M | 38,016 | 0.01% | 5q | +3.9%+$76.6K |
| Glass Jacobson Investment Advisors llc | $2.0M | 37,031 | 0.62% | 14q | +25.3%+$398.3K |
| Klaas Financial Asset Advisors, LLC | $1.8M | 34,229 | 0.23% | 23q | -3.7%-$71.0K |
| Valued Retirements, Inc. | $1.8M | 33,643 | 1.61% | 9q | -1.3%-$23.9K |
| Southland Equity Partners LLC | $1.7M | 31,814 | 0.30% | 23q | -3.0%-$52.5K |
| Ashton Thomas Private Wealth, LLC | $1.4M | 26,866 | 0.03% | 4q | -21.2%-$385.6K |
| GOLDMAN SACHS GROUP INC | $1.4M | 26,756 | 0.00% | 3q | +63.7%+$555.4K |
| Kestra Advisory Services, LLC | $1.4M | 25,781 | 0.00% | 5q | +19.5%+$224.0K |
| G&S Capital LLC | $1.3M | 23,525 | 0.36% | 2q | +2.7%+$33.3K |
Showing the largest 100 of 236 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 227 | $4.9B | 92,571,013 | 33 | 91 | 55 | 0.0% |
| Q1 2026 | 220 | $2.9B | 59,556,226 | 25 | 77 | 58 | 0.0% |
| Q4 2025 | 218 | $3.2B | 65,247,554 | 30 | 90 | 44 | 0.0% |
| Q3 2025 | 196 | $3.0B | 61,843,342 | 36 | 63 | 58 | 0.0% |
| Q2 2025 | 180 | $3.5B | 77,207,325 | 34 | 72 | 37 | 0.0% |
| Q1 2025 | 158 | $2.9B | 71,753,226 | 25 | 52 | 40 | 0.0% |
| Q4 2024 | 155 | $2.7B | 73,072,204 | 17 | 70 | 28 | 0.0% |
| Q3 2024 | 145 | $2.8B | 70,254,152 | 19 | 54 | 42 | 0.0% |
| Q2 2024 | 144 | $2.7B | 69,494,088 | 27 | 51 | 37 | 0.0% |
| Q1 2024 | 126 | $1.9B | 48,459,647 | 28 | 42 | 30 | 0.0% |
| Q4 2023 | 108 | $1.5B | 43,911,015 | 15 | 30 | 39 | 0.0% |
| Q3 2023 | 94 | $1.3B | 41,356,867 | 8 | 43 | 25 | 0.0% |
| Q2 2023 | 99 | $1.3B | 37,734,400 | 10 | 37 | 23 | 0.0% |
| Q1 2023 | 84 | $746.7M | 23,113,033 | 9 | 28 | 21 | 0.0% |
| Q4 2022 | 82 | $719.4M | 23,329,855 | 11 | 27 | 28 | 0.0% |
| Q3 2022 | 94 | $926.3M | 34,469,242 | 6 | 37 | 32 | 0.0% |
| Q2 2022 | 101 | $956.2M | 31,950,847 | 13 | 39 | 27 | 0.0% |
| Q1 2022 | 98 | $891.3M | 25,312,086 | 12 | 36 | 29 | 0.0% |
| Q4 2021 | 105 | $989.5M | 25,994,746 | 12 | 50 | 16 | 0.0% |
| Q3 2021 | 93 | $881.9M | 23,237,171 | 8 | 43 | 24 | 0.0% |
| Q2 2021 | 98 | $831.1M | 21,494,151 | 10 | 52 | 21 | 0.0% |
| Q1 2021 | 99 | $806.4M | 21,454,010 | 13 | 45 | 24 | 0.0% |
| Q4 2020 | 90 | $781.1M | 20,761,623 | 20 | 33 | 19 | 0.0% |
| Q3 2020 | 66 | $596.1M | 17,547,036 | 16 | 29 | 14 | 0.0% |
| Q2 2020 | 53 | $395.1M | 12,583,894 | 12 | 19 | 17 | 0.0% |
| Q1 2020 | 50 | $300.0M | 11,589,194 | 15 | 17 | 13 | 0.0% |
| Q4 2019 | 49 | $236.9M | 7,586,370 | 7 | 16 | 16 | 0.0% |
| Q3 2019 | 47 | $195.3M | 6,628,867 | 12 | 13 | 10 | 0.0% |
| Q2 2019 | 39 | $151.2M | 5,074,343 | 4 | 14 | 12 | 0.0% |
| Q1 2019 | 41 | $135.7M | 4,783,301 | 4 | 13 | 15 | 0.0% |
| Q4 2018 | 43 | $95.3M | 3,723,124 | 2 | 1 | 1 | 0.0% |