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 | 05/15/2026 | 24.01 M | $1.15 B | 5.04% | 34.70% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 11.98 M | $581.62 M | -39.70% | 17.31% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 1.72 M | $82.73 M | 8.14% | 2.49% |
| MORGAN STANLEY | 05/15/2026 | 1.45 M | $69.69 M | 12.56% | 2.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.10 M | $52.93 M | 8.00% | 1.59% |
| SYMMETRY PARTNERS, LLC | 04/27/2026 | 918.23 K | $44.09 M | 3.88% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 749.67 K | $36.00 M | -2.10% | 1.08% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 732.21 K | $35.16 M | 3.35% | 1.06% |
| FMR LLC | 05/15/2026 | 696.71 K | $33.46 M | 10.55% | 1.01% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 672.17 K | $31.99 M | -28.01% | 0.97% |
| ACROPOLIS INVESTMENT MANAGEMENT, LLC | 04/09/2026 | 633.12 K | $30.40 M | -1.25% | 0.92% |
| MARINER, LLC | 05/13/2026 | 619.46 K | $29.75 M | 15.32% | 0.90% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 605.92 K | $29.10 M | 12.54% | 0.88% |
| UBS GROUP AG | 05/05/2026 | 602.52 K | $28.93 M | 9.73% | 0.87% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 478.85 K | $22.99 M | 4.84% | 0.69% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 476.82 K | $22.90 M | 2.65% | 0.69% |
| SHORE POINT ADVISORS, LLC | 04/08/2026 | 453.30 K | $17.75 M | -0.31% | 0.66% |
| ARMBRUSTER CAPITAL MANAGEMENT, INC. | 04/21/2026 | 452.93 K | $21.75 M | -0.27% | 0.65% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 04/28/2026 | 433.48 K | $20.82 M | 1.81% | 0.63% |
| LPL FINANCIAL LLC | 05/06/2026 | 403.30 K | $19.37 M | 19.63% | 0.58% |
| ADVISORSHARES INVESTMENTS LLC | 04/28/2026 | 333.09 K | $15.99 M | -4.92% | 0.48% |
| ROYAL BANK OF CANADA | 05/15/2026 | 331.66 K | $15.93 M | 222.80% | 0.48% |
| CABOT WEALTH MANAGEMENT INC | 04/27/2026 | 315.19 K | $15.14 M | 6.26% | 0.46% |
| BLACKROCK, INC. | 05/13/2026 | 305.49 K | $14.67 M | -4.60% | 0.44% |
| STRAIGHT PATH WEALTH MANAGEMENT | 04/23/2026 | 294.94 K | $14.16 M | 4.32% | 0.43% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 291.16 K | $13.98 M | 1,405.84% | 0.42% |
| FAMILY CAPITAL TRUST CO | 04/29/2026 | 269.98 K | $12.96 M | 2.46% | 0.39% |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 259.42 K | $12.46 M | 4.09% | 0.37% |
| ATLAS CAPITAL ADVISORS LLC | 05/11/2026 | 256.68 K | $12.33 M | 1.74% | 0.37% |
| CITADEL ADVISORS LLC | 05/15/2026 | 243.55 K | $11.70 M | 740.97% | 0.35% |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/15/2026 | 234.93 K | $11.28 M | 10.12% | 0.34% |
| JANE STREET GROUP, LLC | 05/12/2026 | 229.43 K | $11.02 M | -24.69% | 0.33% |
| ATWOOD & PALMER INC | 04/15/2026 | 228.72 K | $10.98 M | -3.10% | 0.33% |
| APELLA CAPITAL, LLC | 04/20/2026 | 221.97 K | $11.72 M | -5.71% | 0.32% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 220.82 K | $10.60 M | -22.60% | 0.32% |
| VISE TECHNOLOGIES, INC. | 04/21/2026 | 220.18 K | $10.56 M | 0.00% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 213.68 K | $10.26 M | 4.26% | 0.31% |
| SEGMENT WEALTH MANAGEMENT, LLC | 04/20/2026 | 209.62 K | $10.07 M | 1.36% | 0.30% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 05/15/2026 | 209.18 K | $10.05 M | 3.92% | 0.30% |
| FINANCIAL PARTNERS GROUP, INC | 04/13/2026 | 207.17 K | $9.95 M | 14.63% | 0.30% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 201.09 K | $9.66 M | -1.81% | 0.29% |
| ALEXIS INVESTMENT PARTNERS, LLC | 04/24/2026 | 195.04 K | $9.02 M | 18.59% | 0.28% |
| ARCHVEST WEALTH ADVISORS, INC. | 05/13/2026 | 184.99 K | $8.88 M | 3.73% | 0.27% |
| CGC FINANCIAL SERVICES, LLC | 04/14/2026 | 175.99 K | $8.45 M | -14.75% | 0.25% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 161.72 K | $7.77 M | -4.81% | 0.23% |
| 04/08/2026 | 146.71 K | $7.04 M | 10.95% | 0.21% | |
| VENTURI WEALTH MANAGEMENT, LLC | 04/21/2026 | 143.71 K | $6.90 M | -2.73% | 0.21% |
| FINANCIAL FREEDOM, LLC | 04/30/2026 | 130.42 K | $6.26 M | -1.20% | 0.19% |
| OPES WEALTH MANAGEMENT LLC | 04/29/2026 | 127.49 K | $6.12 M | -0.12% | 0.18% |
| JPMORGAN CHASE & CO | 05/13/2026 | 126.35 K | $5.85 M | 58.38% | 0.18% |
iShares MSCI Intl Momentum Factor ET institutional Ownership - FAQ's
During the previous two years, 284 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: 24.01 M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 11.98 M
RITHOLTZ WEALTH MANAGEMENT: 1.72 M
MORGAN STANLEY: 1.45 M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 1.1 M
Symmetry Partners, LLC: 918,233
86.60% of iShares MSCI Intl Momentum Factor ET stock is owned by institutional investors.
Institutional investors have bought a total of 62.06 M shares in the last 24 months. This purchase volume represents approximately $3.06 B in transactions.