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 | 08/19/2026 | 25.85 M | $1.38 B | 7.67% | 32.46% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 13.43 M | $703.52 M | 12.09% | 16.86% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 1.83 M | $97.34 M | 5.95% | 2.29% |
| MORGAN STANLEY | 08/13/2026 | 1.55 M | $82.90 M | 7.11% | 1.95% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.17 M | $62.17 M | 5.76% | 1.46% |
| SYMMETRY PARTNERS, LLC | 07/23/2026 | 948.59 K | $50.59 M | 3.31% | 1.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 764.00 K | $40.75 M | 13.66% | 0.96% |
| FMR LLC | 08/13/2026 | 755.70 K | $40.30 M | 8.47% | 0.95% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 743.85 K | $39.67 M | 1.59% | 0.93% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 733.64 K | $39.12 M | -2.14% | 0.92% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 733.64 K | $39.12 M | 100.00% | 0.92% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 672.51 K | $35.86 M | 10.99% | 0.84% |
| MARINER, LLC | 08/13/2026 | 665.14 K | $35.47 M | 7.37% | 0.84% |
| UBS GROUP AG | 08/13/2026 | 659.02 K | $35.15 M | 9.38% | 0.83% |
| ACROPOLIS INVESTMENT MANAGEMENT, LLC | 07/16/2026 | 640.21 K | $34.14 M | 1.12% | 0.80% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 548.46 K | $29.25 M | 15.02% | 0.69% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 484.71 K | $25.85 M | 1.22% | 0.61% |
| SHORE POINT ADVISORS, LLC | 07/14/2026 | 483.29 K | $20.81 M | 6.61% | 0.61% |
| ARMBRUSTER CAPITAL MANAGEMENT, INC. | 07/16/2026 | 460.39 K | $24.55 M | 1.65% | 0.58% |
| LPL FINANCIAL LLC | 08/07/2026 | 457.81 K | $24.41 M | 13.52% | 0.57% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 07/29/2026 | 455.63 K | $24.30 M | 5.11% | 0.57% |
| PEAPACK GLADSTONE FINANCIAL CORP | 08/14/2026 | 369.83 K | $19.72 M | 57.42% | 0.46% |
| ATLAS CAPITAL ADVISORS LLC | 08/13/2026 | 324.36 K | $17.30 M | 26.37% | 0.41% |
| ADVISORSHARES INVESTMENTS LLC | 08/11/2026 | 323.59 K | $17.26 M | -2.85% | 0.41% |
| CABOT WEALTH MANAGEMENT INC | 07/31/2026 | 322.96 K | $17.22 M | 2.46% | 0.41% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 311.13 K | $16.59 M | 6.86% | 0.39% |
| STRAIGHT PATH WEALTH MANAGEMENT | 07/27/2026 | 298.74 K | $15.93 M | 1.29% | 0.38% |
| FAMILY CAPITAL TRUST CO | 07/30/2026 | 269.91 K | $14.39 M | -0.03% | 0.34% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 268.57 K | $14.32 M | 21.98% | 0.34% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 267.30 K | $14.26 M | 21.05% | 0.34% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 264.35 K | $14.10 M | 1.90% | 0.33% |
| FINANCIAL PARTNERS GROUP, INC | 07/23/2026 | 253.75 K | $13.53 M | 22.48% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 235.12 K | $12.54 M | 10.04% | 0.30% |
| ATWOOD & PALMER INC | 07/08/2026 | 224.81 K | $11.99 M | -1.71% | 0.28% |
| APELLA CAPITAL, LLC | 07/08/2026 | 215.00 K | $11.21 M | -3.14% | 0.27% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 07/29/2026 | 209.77 K | $11.19 M | 0.28% | 0.26% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 199.96 K | $10.66 M | -0.56% | 0.25% |
| ARCHVEST WEALTH ADVISORS, INC. | 07/27/2026 | 183.96 K | $9.81 M | -0.56% | 0.23% |
| BLACKROCK, INC. | 08/07/2026 | 174.51 K | $9.31 M | -42.88% | 0.22% |
| CGC FINANCIAL SERVICES, LLC | 07/13/2026 | 173.30 K | $9.24 M | -1.53% | 0.22% |
| WEALTH ENHANCEMENT TRUST SERVICES, INC. | 07/22/2026 | 169.52 K | $9.04 M | 15.55% | 0.21% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 160.36 K | $8.55 M | -0.84% | 0.20% |
| VENTURI WEALTH MANAGEMENT, LLC | 07/20/2026 | 157.49 K | $8.40 M | 9.59% | 0.20% |
| ALEXIS INVESTMENT PARTNERS, LLC | 07/23/2026 | 146.99 K | $7.76 M | -24.64% | 0.18% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 135.47 K | $7.22 M | 1,826.22% | 0.17% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 08/07/2026 | 128.61 K | $6.86 M | 6.05% | 0.16% |
| ROYAL BANK OF CANADA | 08/14/2026 | 123.52 K | $6.59 M | -62.76% | 0.16% |
| FINANCIAL FREEDOM, LLC | 08/06/2026 | 123.50 K | $6.59 M | -5.31% | 0.16% |
| FIFTH THIRD WEALTH ADVISORS LLC | 07/17/2026 | 119.30 K | $6.36 M | 100.00% | 0.15% |
| VERIDAN WEALTH LLC | 08/10/2026 | 118.75 K | $6.33 M | 4.21% | 0.15% |
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iShares MSCI Intl Momentum Factor ET institutional Ownership - FAQ's
During the previous two years, 313 institutional investors and hedge funds held shares of iShares MSCI Intl Momentum Factor ET. The most heavily invested institutionals were:
MERCER GLOBAL ADVISORS INC /ADV: 25.85 M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 13.43 M
RITHOLTZ WEALTH MANAGEMENT: 1.83 M
MORGAN STANLEY: 1.55 M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 1.17 M
Symmetry Partners, LLC: 948,588
81.09% of iShares MSCI Intl Momentum Factor ET stock is owned by institutional investors.
Institutional investors have bought a total of 67.12 M shares in the last 24 months. This purchase volume represents approximately $3.30 B in transactions.