Public ownership evidence

iShares MSCI Intl Momentum Factor ETF (IMTM) Ownership Disclosures

Read IMTM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares MSCI Intl Momentum Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
5,706
Value (USD)
$304,301
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IMTM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IMTM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-285,706$304,301None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2713,744$659,987None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2711,144$534,578None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2240,860$2,179,041None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21130$6,933None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2025,849,053$1,378,530,001None
Sankala Group LLC2026-06-302026-08-19851$45,612None
Corient Private Wealth LP2026-06-302026-08-185,965$318,113None
Equitable Holdings, Inc.2026-06-302026-08-1848,477$2,585,279None
EFG International AG2026-06-302026-08-1523,145$1,234,323None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15330$17,599None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-152,116$112,840None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15138$7,360None
MorganRosel Wealth Management, LLC2026-06-302026-08-1555,052$2,935,923None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1548,409$2,581,652None
WILLIAM JOHN SEMPOLINSKI2026-06-302026-08-1513,704$730,834None
KINTRA WEALTH, LLC2026-06-302026-08-155,445$295,391None
Delos Wealth Advisors, LLC2026-06-302026-08-155,333$284,409None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15733,639$39,124,968None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15733,639$39,124,968None
IFG Advisory, LLC2026-06-302026-08-1581$4,320None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,766$254,162None
OSAIC HOLDINGS, INC.2026-06-302026-08-1523,940$1,276,727None
OSAIC HOLDINGS, INC.2026-06-302026-08-15206,416$11,011,610None
Betterment LLC2026-06-302026-08-1566,460$3,544,000None
Medallion Wealth Advisors, LLC2026-06-302026-08-15250$13,333None
Medallion Wealth Advisors, LLC2026-06-302026-08-1545$2,005None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15231$12,319None
BROWN ADVISORY INC2026-06-302026-08-1521,670$1,155,661None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1550$2,616None
AMERIPRISE FINANCIAL INC2026-06-302026-08-159,644$514,315None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15565$30,131None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15753,795$40,205,038None
Cerity Partners LLC2026-06-302026-08-153,150$167,982None
Cerity Partners LLC2026-06-302026-08-15849$45,298None
Cerity Partners LLC2026-06-302026-08-158,767$467,553None
Cresset Asset Management, LLC2026-06-302026-08-157,161$381,896None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1568,529$3,654,635None
ROYAL BANK OF CANADA2026-06-302026-08-15750$40,000None
ROYAL BANK OF CANADA2026-06-302026-08-1519,481$1,039,000None
ROYAL BANK OF CANADA2026-06-302026-08-1598,774$5,268,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,866$206,000None
ROYAL BANK OF CANADA2026-06-302026-08-15652$35,000None
Hyundai Investments Co., Ltd.2026-06-302026-08-1510,754$567,919None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-15215,905$11,514,000None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-15150$8,000None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-15153,772$8,201,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1510,500$559,965None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1516,256$866,932None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,039$215,401None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗WEST MICHIGAN ADVISORS, LLC ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗EFG International AG ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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