iShares MSCI Intl Momentum Factor ET Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 22.86 M | $1.10 B | 5.21% | 31.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 19.87 M | $983.94 M | 4.03% | 27.90% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 1.59 M | $76.42 M | 3.64% | 2.24% |
| MORGAN STANLEY | 02/13/2026 | 1.29 M | $61.85 M | 18.11% | 1.79% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.02 M | $48.96 M | 29.32% | 1.43% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 933.65 K | $44.78 M | 11.03% | 1.31% |
| SYMMETRY PARTNERS, LLC | 01/27/2026 | 883.96 K | $42.40 M | 109.56% | 1.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 765.78 K | $36.73 M | -0.65% | 1.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 708.47 K | $33.99 M | 12.46% | 0.98% |
| ACROPOLIS INVESTMENT MANAGEMENT, LLC | 01/14/2026 | 641.15 K | $30.76 M | 1.92% | 0.90% |
| FMR LLC | 02/17/2026 | 630.22 K | $30.23 M | 2.07% | 0.89% |
| UBS GROUP AG | 01/29/2026 | 549.09 K | $26.34 M | 6.25% | 0.76% |
| MARINER, LLC | 02/13/2026 | 537.15 K | $25.77 M | 4.46% | 0.76% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 538.39 K | $25.83 M | -5.20% | 0.75% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 464.53 K | $22.28 M | 3.49% | 0.65% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 456.74 K | $21.91 M | 3.75% | 0.64% |
| SHORE POINT ADVISORS, LLC | 01/23/2026 | 454.73 K | $17.60 M | 27.72% | 0.64% |
| ARMBRUSTER CAPITAL MANAGEMENT, INC. | 01/23/2026 | 454.14 K | $21.78 M | 0.00% | 0.64% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 01/13/2026 | 425.76 K | $20.42 M | 4.37% | 0.60% |
| WRIGHT FUND MANAGEMENT, LLC | 01/15/2026 | 358.25 K | $17.19 M | -38.77% | 0.50% |
| ADVISORSHARES INVESTMENTS LLC | 02/10/2026 | 350.32 K | $16.80 M | 100.00% | 0.49% |
| LPL FINANCIAL LLC | 02/11/2026 | 337.13 K | $16.17 M | 6.71% | 0.47% |
| BLACKROCK, INC. | 02/12/2026 | 320.23 K | $15.36 M | -69.22% | 0.44% |
| JANE STREET GROUP, LLC | 02/12/2026 | 304.65 K | $14.61 M | 91.09% | 0.42% |
| CABOT WEALTH MANAGEMENT INC | 02/03/2026 | 296.63 K | $14.23 M | 5.77% | 0.42% |
| KLAAS FINANCIAL ASSET ADVISORS, LLC | 01/27/2026 | 288.87 K | $13.86 M | 0.46% | 0.41% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 285.30 K | $13.69 M | 15.41% | 0.40% |
| STRAIGHT PATH WEALTH MANAGEMENT | 02/11/2026 | 282.73 K | $13.56 M | 3.67% | 0.40% |
| FAMILY CAPITAL TRUST CO | 01/27/2026 | 263.51 K | $12.64 M | 0.45% | 0.37% |
| ATLAS CAPITAL ADVISORS LLC | 02/13/2026 | 252.28 K | $12.10 M | 100.00% | 0.35% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 249.22 K | $11.95 M | 2.59% | 0.35% |
| MEREDITH WEALTH PLANNING | 01/16/2026 | 238.32 K | $11.43 M | 1.86% | 0.33% |
| ATWOOD & PALMER INC | 01/28/2026 | 236.04 K | $11.32 M | -1.29% | 0.33% |
| APELLA CAPITAL, LLC | 01/21/2026 | 235.42 K | $11.29 M | -7.67% | 0.33% |
| VISE TECHNOLOGIES, INC. | 02/11/2026 | 220.18 K | $10.56 M | 170.36% | 0.31% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/10/2026 | 213.34 K | $10.23 M | 3.77% | 0.30% |
| SEGMENT WEALTH MANAGEMENT, LLC | 01/29/2026 | 206.81 K | $9.92 M | -0.18% | 0.29% |
| CGC FINANCIAL SERVICES, LLC | 02/03/2026 | 206.44 K | $9.90 M | -2.96% | 0.29% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 204.80 K | $9.82 M | -8.60% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 204.95 K | $9.83 M | 10.31% | 0.28% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 02/12/2026 | 201.30 K | $9.66 M | 2.35% | 0.28% |
| FINANCIAL PARTNERS GROUP, INC | 02/03/2026 | 180.72 K | $9.16 M | 44.11% | 0.25% |
| ARCHVEST WEALTH ADVISORS, INC. | 02/13/2026 | 178.33 K | $8.55 M | 0.23% | 0.25% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 169.90 K | $8.15 M | 100.61% | 0.24% |
| ALEXIS INVESTMENT PARTNERS, LLC | 01/29/2026 | 164.47 K | $7.92 M | 15.00% | 0.23% |
| VENTURI WEALTH MANAGEMENT, LLC | 01/22/2026 | 147.75 K | $7.09 M | 0.14% | 0.21% |
| 01/27/2026 | 132.22 K | $6.34 M | 100.00% | 0.18% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 132.87 K | $6.37 M | -5.56% | 0.18% |
| FINANCIAL FREEDOM, LLC | 02/17/2026 | 132.01 K | $6.33 M | 0.93% | 0.18% |
| OPES WEALTH MANAGEMENT LLC | 02/02/2026 | 127.65 K | $6.12 M | 0.71% | 0.18% |
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iShares MSCI Intl Momentum Factor ET institutional Ownership - FAQ's
During the previous two years, 291 institutional investors and hedge funds held shares of iShares MSCI Intl Momentum Factor ET. The most heavily invested institutionals were:
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 11.98 M
RITHOLTZ WEALTH MANAGEMENT: 1.72 M
Symmetry Partners, LLC: 918,233
Acropolis Investment Management, LLC: 633,116
ENVESTNET ASSET MANAGEMENT INC: 605,915
UBS Group AG: 602,524
91.47% of iShares MSCI Intl Momentum Factor ET stock is owned by institutional investors.
Institutional investors have bought a total of 60.17 M shares in the last 24 months. This purchase volume represents approximately $2.96 B in transactions.