Who Owns ISHARES (IMTM)? -- Institutional Holders (2026-06-30)

261 institutions reported holding $3.43B of ISHARES (IMTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($1.38B), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($703.5M), RITHOLTZ WEALTH MANAGEMENT ($97.3M), MORGAN STANLEY ($82.9M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($62.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MERCER GLOBAL ADVISORS INC /ADV$1.38B25.8MAdded
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$703.5M13.4MAdded
3RITHOLTZ WEALTH MANAGEMENT$97.3M1.8MAdded
4MORGAN STANLEY$82.9M1.6MAdded
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$62.2M1.2MAdded
6Symmetry Partners, LLC$50.6M948,588Added
7AMERIPRISE FINANCIAL INC$40.7M764,004Added
8FMR LLC$40.3M755,702Added
9BANK OF AMERICA CORP /DE/$39.7M743,848Added
10Sixth Street Partners Management Company, L.P.$39.1M733,639New
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$39.1M733,639Trimmed
12ENVESTNET ASSET MANAGEMENT INC$35.9M672,511Added
13Mariner, LLC$35.5M665,140Added
14UBS Group AG$35.1M659,017Added
15Acropolis Investment Management, LLC$34.1M640,207Added
16GREAT VALLEY ADVISOR GROUP, INC.$29.2M548,458Added
17Janney Montgomery Scott LLC$25.8M484,705Added
18Armbruster Capital Management, Inc.$24.6M460,391Added
19LPL Financial LLC$24.4M457,807Added
20Kathmere Capital Management, LLC$24.3M455,627Added
21Shore Point Advisors, LLC$20.8M483,285Added
22PEAPACK GLADSTONE FINANCIAL CORP$19.7M369,827Added
23ATLAS CAPITAL ADVISORS INC.$17.3M324,355Added
24AdvisorShares Investments LLC$17.3M323,586Trimmed
25CABOT WEALTH MANAGEMENT INC$17.2M322,958Added

Source: SEC Form 13F filings · as of 2026-06-30