Who owns Ishares Tr Msci Usa Momentum Factor?
- Ticker: MTUM
- CUSIP Number: 46432f396
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr Msci Usa Momentum Factor with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Ishares Tr Msci Usa Momentum Factor stock
Who bought or sold Ishares Tr Msci Usa Momentum Factor this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 8.3M | $1.5B | 20% | Mar 2024 |
|
| Mercer Global Advisors | 7.3M | $1.4B | 9% | Mar 2024 |
|
| Raymond James & Associates | 2.5M | $470M | -2% | Mar 2024 |
|
| BlackRock | 1.6M | $296M | 62% | Mar 2024 |
|
| Bank of America Corporation | 1.6M | $293M | 58% | Mar 2024 |
|
| Assetmark | 1.6M | $291M | -6% | Mar 2024 |
|
| Morgan Stanley | 1.4M | $266M | 1% | Mar 2024 |
|
| State Treasurer State Of Michigan | 1.4M | $263M | -5% | Mar 2024 |
|
| Citadel Advisors | 1.3M | $244M | 2561% | Mar 2024 |
|
| Ronald Blue Trust | 1.2M | $232M | 20% | Mar 2024 |
|
| Savant Capital Management | 1.2M | $217M | 4% | Mar 2024 |
|
| HPM Partners | 1.1M | $198M | -8% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 1.1M | $197M | -68% | Mar 2024 |
|
| CWM | 836k | $157M | -26% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 821k | $154M | 0% | Mar 2024 |
|
| UBS Group | 761k | $143M | 29% | Mar 2024 |
|
| Goldman Sachs Group | 747k | $140M | 2752% | Mar 2024 |
|
| Susquehanna International | 729k | $137M | 534% | Mar 2024 |
|
| Ameriprise Financial | 719k | $135M | 56% | Mar 2024 |
|
| CI Private Wealth | 656k | $123M | 0% | Mar 2024 |
|
| LPL Financial | 611k | $115M | 2% | Mar 2024 |
|
| Wells Fargo & Company | 572k | $107M | 30% | Mar 2024 |
|
| FMR | 569k | $107M | -11% | Mar 2024 |
|
| Pnc Financial Services | 550k | $103M | -3% | Mar 2024 |
|
| Symmetry Partner | 537k | $84M | 1% | Dec 2023 |
|
| AdvisorShares Investments | 497k | $93M | 100% | Mar 2024 |
|
| Millennium Management | 429k | $80M | 984% | Mar 2024 |
|
| Horizon Investments | 413k | $77M | 67292% | Mar 2024 |
|
| Bank of New York Mellon | 410k | $77M | 12% | Mar 2024 |
|
| Centiva Capital | 410k | $77M | 100% | Mar 2024 |
|
| Royal Bank of Canada | 407k | $76M | 29% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 368k | $69M | 33% | Mar 2024 |
|
| Apella Capital | 318k | $59M | -5% | Mar 2024 |
|
| Keybank National Association | 309k | $58M | -17% | Mar 2024 |
|
| Advisor Group Holdings | 294k | $55M | 5% | Mar 2024 |
|
| Commonwealth Equity Services | 292k | $55M | 7% | Mar 2024 |
|
| Jpmorgan Chase & Co | 254k | $48M | -6% | Mar 2024 |
|
| Trilogy Capital | 252k | $47M | -7% | Mar 2024 |
|
| Clark Capital Management Group | 242k | $45M | 100% | Mar 2024 |
|
| Armbruster Capital Management | 209k | $39M | -3% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 198k | $37M | 2% | Mar 2024 |
|
| Janney Montgomery Scott | 197k | $37M | 0% | Mar 2024 |
|
| Ameritas Advisory Services | 186k | $29M | -12% | Dec 2023 |
|
| Integrated Wealth Concepts | 182k | $34M | -28% | Mar 2024 |
|
| Kathmere Capital Management | 176k | $33M | 2% | Mar 2024 |
|
| Monticello Wealth Management | 169k | $32M | -10% | Mar 2024 |
|
| Point72 Asset Management | 150k | $28M | 100% | Mar 2024 |
|
| Prudential | 143k | $27M | 1769% | Mar 2024 |
|
| Stonehearth Capital Management | 139k | $22M | 2% | Dec 2023 |
|
| Cobblestone Capital Advisors | 135k | $25M | 1% | Mar 2024 |
|
| Insight Wealth Strategies | 134k | $25M | -9% | Mar 2024 |
|
| Jane Street | 127k | $24M | 485% | Mar 2024 |
|
| CFO4Life | 124k | $23M | 1% | Mar 2024 |
|
| AE Wealth Management | 122k | $28M | -26% | Mar 2024 |
|
| Private Advisor | 119k | $22M | 69% | Mar 2024 |
|
| Invst | 119k | $21M | -31% | Dec 2023 |
|
| Captrust Financial Advisors | 119k | $22M | -13% | Mar 2024 |
|
| Resources Investment Advisors | 116k | $22M | -33% | Mar 2024 |
|
| Acropolis Investment Management | 115k | $22M | 1% | Mar 2024 |
|
| Alan Leist III | 106k | $20M | 1% | Mar 2024 |
|
| Sensible Financial Planning & Management | 105k | $20M | -4% | Mar 2024 |
|
| Glenview Trust | 103k | $16M | -14% | Dec 2023 |
|
| Bell Investment Advisors | 102k | $19M | -5% | Mar 2024 |
|
| Yeomans Consulting Group | 101k | $19M | 100% | Mar 2024 |
|
| Polar Securities | 100k | $19M | 100% | Mar 2024 |
|
| Orion Portfolio Solutions | 100k | $19M | 222% | Mar 2024 |
|
| Oppenheimer & Co | 100k | $19M | -1% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 92k | $17M | 1% | Mar 2024 |
|
| Meredith Wealth Planning | 88k | $17M | -2% | Mar 2024 |
|
| Summit Wealth Group | 88k | $17M | 0% | Mar 2024 |
|
| Q3 Asset Management | 87k | $16M | 35% | Mar 2024 |
|
| Foundations Investment Advisors | 87k | $16M | 7% | Mar 2024 |
|
| Journey Advisory Group | 86k | $16M | -4% | Mar 2024 |
|
| Trinity Wealth Management | 85k | $16M | -1% | Mar 2024 |
|
| Financial Gravity Wealth | 82k | $0 | 0% | Dec 2023 |
|
| Mariner Wealth Advisors | 79k | $15M | 95% | Mar 2024 |
|
| Prudent Investors Network | 78k | $15M | 22% | Mar 2024 |
|
| Moore Capital Management | 75k | $14M | 100% | Mar 2024 |
|
| Foster Group | 73k | $14M | 10% | Mar 2024 |
|
| Sanchez Wealth Management Group | 71k | $13M | 1% | Mar 2024 |
|
| MA Private Wealth | 70k | $13M | 3% | Mar 2024 |
|
| Win Advisors | 69k | $13M | 100% | Mar 2024 |
|
| Advisory Services Network | 66k | $12M | 3278% | Mar 2024 |
|
| Consolidated Planning Corp | 66k | $12M | 1% | Mar 2024 |
|
| Stifel Financial | 65k | $12M | 12% | Mar 2024 |
|
| Arq Wealth Advisors | 63k | $9.9M | 19% | Dec 2023 |
|
| Jmac Enterprises | 63k | $12M | 7% | Mar 2024 |
|
| Baird Financial | 63k | $9.8M | 0% | Dec 2023 |
|
| Aptus Capital Advisors | 61k | $12M | 16129% | Mar 2024 |
|
| Franklin Resources | 61k | $11M | 2% | Mar 2024 |
|
| Well Done | 60k | $11M | -53% | Mar 2024 |
|
| Straight Path Wealth Management | 60k | $11M | -1% | Mar 2024 |
|
| M^T Bank Corporation | 57k | $11M | -27% | Mar 2024 |
|
| Rockefeller Capital Management | 56k | $8.8M | -8% | Dec 2023 |
|
| Beacon Pointe Advisors | 56k | $8.8M | -16% | Dec 2023 |
|
| Warren Averett Asset Management | 53k | $9.9M | 100% | Mar 2024 |
|
| Rainsberger Wealth Advisors | 51k | $8.0M | -3% | Dec 2023 |
|
| Lido Advisors | 47k | $8.9M | 100% | Mar 2024 |
|
| Rsm Us Wealth Management | 46k | $8.7M | 1% | Mar 2024 |
|
| EdgeRock Capital | 46k | $8.5M | 27% | Mar 2024 |
|
| Chicago Partners Investment | 45k | $8.1M | -2% | Mar 2024 |
|
| Garrett Wealth Advisory Group | 45k | $8.3M | -3% | Mar 2024 |
|
| Atria Wealth Solutions | 44k | $8.3M | 51% | Mar 2024 |
|
| Opes Wealth Management | 44k | $8.3M | -4% | Mar 2024 |
|
| Great Oak Capital Partners | 43k | $8.0M | -32% | Mar 2024 |
|
| Centaurus Financial | 42k | $7.9M | -4% | Mar 2024 |
|
| HighTower Advisors | 42k | $7.9M | -1% | Mar 2024 |
|
| Park Avenue Securities | 42k | $7.9M | 1311% | Mar 2024 |
|
| Mutual Advisors | 42k | $7.8M | 446% | Mar 2024 |
|
| Financial Architects | 41k | $7.7M | -4% | Mar 2024 |
|
| Kestra Advisory Services | 41k | $6.4M | -21% | Dec 2023 |
|
| Scotia Capital | 41k | $6.4M | 146% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 40k | $7.5M | 245% | Mar 2024 |
|
| Twin Tree Management | 40k | $7.5M | 100% | Mar 2024 |
|
| Hiddenite Capital Partners | 40k | $7.5M | 100% | Mar 2024 |
|
| Harbour Investments | 38k | $5.9M | 2% | Dec 2023 |
|
| Creative Planning | 37k | $7.0M | 15% | Mar 2024 |
|
| Prime Capital Investment Advisors | 37k | $5.8M | 9% | Dec 2023 |
|
| Atlas Capital Advisors | 36k | $6.8M | 1% | Mar 2024 |
|
| Hrt Financial | 36k | $6.7M | 100% | Mar 2024 |
|
| Forefront Analytics | 35k | $6.6M | -59% | Mar 2024 |
|
| Capital Planning | 35k | $6.5M | -4% | Mar 2024 |
|
| Tower Research Capital | 35k | $6.5M | -38% | Mar 2024 |
|
| Brickley Wealth Management | 34k | $6.4M | 0% | Mar 2024 |
|
| Squarepoint Ops | 34k | $6.4M | 795% | Mar 2024 |
|
| Atria Investments | 34k | $5.3M | 270% | Dec 2023 |
|
| Dai-Ichi Life Insurance Company | 33k | $6.1M | -30% | Mar 2024 |
|
| Branch Banking & Trust Company | 32k | $6.0M | -14% | Mar 2024 |
|
| Principal Securities | 32k | $6.0M | 654% | Mar 2024 |
|
| Wealthsource Partners | 32k | $5.0M | -3% | Dec 2023 |
|
| Us Bancorp | 32k | $5.9M | 3% | Mar 2024 |
|
| Burns Wealth Management | 31k | $5.8M | -7% | Mar 2024 |
|
| Gallagher Fiduciary Advisors | 30k | $5.5M | 4% | Mar 2024 |
|
| Royal Fund Management | 29k | $5.5M | -6% | Mar 2024 |
|
| Private Advisory | 29k | $5.5M | 100% | Mar 2024 |
|
| Allspring Global Investments Holdings | 29k | $5.4M | 0% | Mar 2024 |
|
| Strategic Investment Advisors / MI | 28k | $5.3M | -7% | Mar 2024 |
|
| Cubist Systematic Strategies | 28k | $5.2M | 100% | Mar 2024 |
|
| Raymond James Trust | 27k | $5.1M | 7% | Mar 2024 |
|
| Hilltop Holdings | 26k | $4.9M | 100% | Mar 2024 |
|
| Cozad Asset Management | 26k | $4.9M | -4% | Mar 2024 |
|
| Van Hulzen Asset Management | 26k | $4.9M | -3% | Mar 2024 |
|
| Sax Wealth Advisors | 25k | $4.8M | -3% | Mar 2024 |
|
| OVERSEA-CHINESE BANKING Corp | 25k | $4.6M | 20% | Mar 2024 |
|
| Haverford Trust Company | 24k | $4.5M | -5% | Mar 2024 |
|
| Shufro Rose & Co | 23k | $4.3M | 20% | Mar 2024 |
|
| Anderson Hoagland & Co | 23k | $4.3M | 7% | Mar 2024 |
|
| 360 Financial | 23k | $4.3M | -43% | Mar 2024 |
|
| IFG Advisory | 23k | $4.2M | -1% | Mar 2024 |
|
| Csenge Advisory Group | 22k | $4.2M | 6% | Mar 2024 |
|
| Arrow Investment Advisors | 22k | $4.1M | -11% | Mar 2024 |
|
| RHS Financial | 21k | $4.0M | -8% | Mar 2024 |
|
| Professional Financial Advisors | 20k | $3.8M | -19% | Mar 2024 |
|
| Security Financial Services | 11k | $2.1M | -64% | Mar 2024 |
|
| Bryant Woods Investment Advisors | 11k | $2.1M | -61% | Mar 2024 |
|
| Stratos Wealth Partners | 11k | $2.0M | -70% | Mar 2024 |
|
| Townsquare Capital | 10k | $1.9M | -53% | Mar 2024 |
|
| Ewa | 3.6k | $664k | -93% | Mar 2024 |
|
| Tennessee Valley Asset Management Partners | 1.7k | $324k | -92% | Mar 2024 |
|
Who sold out of Ishares Tr Msci Usa Momentum Factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Investments | Dec 2023 | 59k | $9.3M |
| Two Sigma Advisers | Dec 2023 | 49k | $7.7M |
| SevenOneSeven Capital Management | Sep 2023 | 24k | $3.5M |