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
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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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 6.7M | $1.1B | 3% | Dec 2023 |
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| Raymond James & Associates | 2.5M | $470M | -2% | Mar 2024 |
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| Assetmark | 1.6M | $291M | -6% | Mar 2024 |
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| State Treasurer State Of Michigan | 1.4M | $263M | -5% | Mar 2024 |
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| Ronald Blue Trust | 1.2M | $232M | 20% | Mar 2024 |
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| Savant Capital Management | 1.2M | $217M | 4% | Mar 2024 |
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| HPM Partners | 1.1M | $179M | -2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 1.1M | $197M | -68% | Mar 2024 |
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| Bank of America Corporation | 990k | $155M | -10% | Dec 2023 |
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| CWM | 836k | $157M | -26% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 821k | $154M | 0% | Mar 2024 |
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| Susquehanna International | 729k | $137M | 534% | Mar 2024 |
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| CI Private Wealth | 656k | $103M | 1% | Dec 2023 |
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| UBS Group | 591k | $93M | -5% | Dec 2023 |
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| Pnc Financial Services | 566k | $89M | -5% | Dec 2023 |
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| Symmetry Partner | 537k | $84M | 1% | Dec 2023 |
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| Wells Fargo & Company | 440k | $69M | 12% | Dec 2023 |
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| Bank of New York Mellon | 410k | $77M | 12% | Mar 2024 |
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| Raymond James Financial Services Advisors | 368k | $69M | 33% | Mar 2024 |
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| Apella Capital | 318k | $59M | -5% | Mar 2024 |
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| Royal Bank of Canada | 315k | $49M | -38% | Dec 2023 |
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| Commonwealth Equity Services | 292k | $55M | 7% | Mar 2024 |
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| Advisor Group Holdings | 279k | $44M | -22% | Dec 2023 |
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| Jpmorgan Chase & Co | 269k | $42M | 8% | Dec 2023 |
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| Trilogy Capital | 252k | $47M | -7% | Mar 2024 |
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| Armbruster Capital Management | 209k | $39M | -3% | Mar 2024 |
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| Janney Montgomery Scott | 197k | $37M | 0% | Mar 2024 |
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| Ameritas Advisory Services | 186k | $29M | -12% | Dec 2023 |
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| Kathmere Capital Management | 176k | $33M | 2% | Mar 2024 |
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| Monticello Wealth Management | 169k | $32M | -10% | Mar 2024 |
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| AE Wealth Management | 164k | $27M | 58% | Dec 2023 |
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| Stonehearth Capital Management | 139k | $22M | 2% | Dec 2023 |
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| Captrust Financial Advisors | 137k | $22M | -94% | Dec 2023 |
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| Cobblestone Capital Advisors | 135k | $25M | 1% | Mar 2024 |
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| Insight Wealth Strategies | 134k | $25M | -9% | Mar 2024 |
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| CFO4Life | 124k | $23M | 1% | Mar 2024 |
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| Private Advisor | 119k | $22M | 69% | Mar 2024 |
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| Invst | 119k | $21M | -31% | Dec 2023 |
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| Acropolis Investment Management | 115k | $22M | 1% | Mar 2024 |
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| Alan Leist III | 106k | $20M | 1% | Mar 2024 |
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| Sensible Financial Planning & Management | 105k | $20M | -4% | Mar 2024 |
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| Glenview Trust | 103k | $16M | -14% | Dec 2023 |
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| Bell Investment Advisors | 102k | $19M | -5% | Mar 2024 |
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| Yeomans Consulting Group | 101k | $19M | 100% | Mar 2024 |
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| Orion Portfolio Solutions | 100k | $19M | 222% | Mar 2024 |
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| Oppenheimer & Co | 100k | $19M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 92k | $17M | 1% | Mar 2024 |
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| Journey Advisory Group | 89k | $14M | -5% | Dec 2023 |
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| Meredith Wealth Planning | 88k | $17M | -2% | Mar 2024 |
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| Summit Wealth Group | 88k | $17M | 0% | Mar 2024 |
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| Q3 Asset Management | 87k | $16M | 35% | Mar 2024 |
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| Trinity Wealth Management | 85k | $16M | -1% | Mar 2024 |
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| Financial Gravity Wealth | 82k | $0 | 0% | Dec 2023 |
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| Foundations Investment Advisors | 81k | $14M | 11% | Dec 2023 |
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| Foster Group | 73k | $14M | 10% | Mar 2024 |
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| Sanchez Wealth Management Group | 71k | $13M | 1% | Mar 2024 |
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| MA Private Wealth | 70k | $13M | 3% | Mar 2024 |
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| Win Advisors | 69k | $13M | 100% | Mar 2024 |
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| Advisory Services Network | 66k | $12M | 3278% | Mar 2024 |
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| Consolidated Planning Corp | 66k | $12M | 1% | Mar 2024 |
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| Arq Wealth Advisors | 63k | $9.9M | 19% | Dec 2023 |
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| Jmac Enterprises | 63k | $12M | 7% | Mar 2024 |
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| Baird Financial | 63k | $9.8M | 0% | Dec 2023 |
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| Well Done | 60k | $11M | -53% | Mar 2024 |
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| Franklin Resources | 60k | $9.4M | 38% | Dec 2023 |
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| Straight Path Wealth Management | 60k | $11M | -1% | Mar 2024 |
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| Two Sigma Investments | 59k | $9.3M | -53% | Dec 2023 |
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| Stifel Financial | 58k | $9.0M | 12% | Dec 2023 |
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| M^T Bank Corporation | 57k | $11M | -27% | Mar 2024 |
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| Rockefeller Capital Management | 56k | $8.8M | -8% | Dec 2023 |
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| Beacon Pointe Advisors | 56k | $8.8M | -16% | Dec 2023 |
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| Rainsberger Wealth Advisors | 51k | $8.0M | -3% | Dec 2023 |
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| Ewa | 50k | $8.7M | 9% | Dec 2023 |
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| Citadel Advisors | 49k | $7.7M | -56% | Dec 2023 |
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| Two Sigma Advisers | 49k | $7.7M | -44% | Dec 2023 |
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| Dai-Ichi Life Insurance Company | 47k | $7.3M | 8% | Dec 2023 |
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| Rsm Us Wealth Management | 46k | $8.7M | 1% | Mar 2024 |
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| Chicago Partners Investment | 45k | $8.1M | -2% | Mar 2024 |
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| Garrett Wealth Advisory Group | 45k | $8.3M | -3% | Mar 2024 |
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| Opes Wealth Management | 44k | $8.3M | -4% | Mar 2024 |
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| Centaurus Financial | 44k | $6.9M | 0% | Dec 2023 |
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| Great Oak Capital Partners | 43k | $8.0M | -32% | Mar 2024 |
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| HighTower Advisors | 42k | $7.9M | -1% | Mar 2024 |
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| Park Avenue Securities | 42k | $7.9M | 1311% | Mar 2024 |
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| Mutual Advisors | 42k | $7.8M | 446% | Mar 2024 |
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| Financial Architects | 41k | $7.7M | -4% | Mar 2024 |
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| Kestra Advisory Services | 41k | $6.4M | -21% | Dec 2023 |
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| Scotia Capital | 41k | $6.4M | 146% | Dec 2023 |
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| Mariner Wealth Advisors | 40k | $6.3M | -5% | Dec 2023 |
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| Envestnet Portfolio Solutions | 40k | $7.5M | 245% | Mar 2024 |
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| Hiddenite Capital Partners | 40k | $7.5M | 100% | Mar 2024 |
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| Millennium Management | 40k | $6.2M | 100% | Dec 2023 |
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| Harbour Investments | 38k | $5.9M | 2% | Dec 2023 |
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| Branch Banking & Trust Company | 37k | $5.9M | 3% | Dec 2023 |
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| Prime Capital Investment Advisors | 37k | $5.8M | 9% | Dec 2023 |
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| Atlas Capital Advisors | 36k | $6.8M | 1% | Mar 2024 |
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| EdgeRock Capital | 36k | $6.2M | -13% | Dec 2023 |
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| Capital Planning | 35k | $6.5M | -4% | Mar 2024 |
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| Brickley Wealth Management | 34k | $6.4M | 0% | Mar 2024 |
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| Atria Investments | 34k | $5.3M | 270% | Dec 2023 |
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| Creative Planning | 33k | $5.1M | -14% | Dec 2023 |
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| Wealthsource Partners | 32k | $5.0M | -3% | Dec 2023 |
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| Us Bancorp | 32k | $5.9M | 3% | Mar 2024 |
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| Royal Fund Management | 29k | $5.5M | -6% | Mar 2024 |
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| Atria Wealth Solutions | 29k | $4.6M | -1% | Dec 2023 |
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| Allspring Global Investments Holdings | 29k | $5.4M | 0% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 28k | $4.5M | 61% | Dec 2023 |
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| Strategic Investment Advisors / MI | 28k | $5.3M | -7% | Mar 2024 |
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| Raymond James Trust | 27k | $5.1M | 7% | Mar 2024 |
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| Goldman Sachs Group | 26k | $4.1M | 2% | Dec 2023 |
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| Sax Wealth Advisors | 26k | $4.1M | -40% | Dec 2023 |
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| Cozad Asset Management | 26k | $4.9M | -4% | Mar 2024 |
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| Van Hulzen Asset Management | 26k | $4.9M | -3% | Mar 2024 |
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| Arrow Investment Advisors | 25k | $3.9M | 100% | Dec 2023 |
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| Haverford Trust Company | 24k | $4.5M | -5% | Mar 2024 |
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| Shufro Rose & Co | 23k | $4.3M | 20% | Mar 2024 |
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| Anderson Hoagland & Co | 23k | $4.3M | 7% | Mar 2024 |
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| IFG Advisory | 23k | $4.2M | -1% | Mar 2024 |
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| Csenge Advisory Group | 22k | $4.2M | 6% | Mar 2024 |
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| Townsquare Capital | 22k | $3.5M | -15% | Dec 2023 |
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| Jane Street | 22k | $3.4M | -13% | Dec 2023 |
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| Southland Equity Partners | 22k | $4.0M | -2% | Mar 2024 |
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| RHS Financial | 21k | $4.0M | -8% | Mar 2024 |
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| OVERSEA-CHINESE BANKING Corp | 21k | $3.2M | 0% | Dec 2023 |
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| Unison Advisors | 21k | $3.8M | 4% | Mar 2024 |
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| Founders Financial Securities | 21k | $3.8M | 100% | Mar 2024 |
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| Rinkey Investments | 21k | $3.8M | -7% | Mar 2024 |
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| First Business Financial Services | 20k | $3.2M | 0% | Mar 2024 |
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| Professional Financial Advisors | 20k | $3.8M | -19% | Mar 2024 |
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| D.A. Davidson & Co. | 20k | $3.1M | -4% | Dec 2023 |
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| Citigroup | 20k | $3.1M | 438% | Dec 2023 |
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| Gladstone Institutional Advisory | 19k | $3.0M | -6% | Dec 2023 |
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| Intrust Bank Na | 19k | $3.0M | -6% | Dec 2023 |
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| Kingswood Wealth Advisors | 19k | $3.6M | -3% | Mar 2024 |
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| Davenport & Co | 19k | $3.5M | 100% | Mar 2024 |
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| Bellwether Advisors | 19k | $3.5M | -1% | Mar 2024 |
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| Guerra Pan Advisors | 18k | $2.9M | -12% | Dec 2023 |
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| Betterment | 18k | $2.9M | -12% | Dec 2023 |
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| New York Life Investment Management | 18k | $3.4M | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 18k | $2.8M | -60% | Dec 2023 |
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| Focus Financial Network | 17k | $2.7M | 100% | Dec 2023 |
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| Resource Planning Group | 16k | $2.5M | 100% | Dec 2023 |
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| Advantage Trust | 16k | $3.0M | 0% | Mar 2024 |
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| Marshall Wace | 16k | $2.5M | 2% | Dec 2023 |
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| CVA Family Office | 16k | $2.4M | -4% | Dec 2023 |
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| Audent Global Asset Management | 15k | $2.4M | 10% | Dec 2023 |
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| Sigma Planning | 15k | $2.8M | 267% | Mar 2024 |
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| Donaldson Capital Management | 15k | $2.8M | -23% | Mar 2024 |
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| Silver Oak Securities | 14k | $2.2M | 709% | Dec 2023 |
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| ValMark Advisers | 14k | $2.6M | 0% | Mar 2024 |
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| Legacy Private Trust | 14k | $2.6M | -16% | Mar 2024 |
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| H D Vest Advisory Services | 13k | $2.5M | -5% | Mar 2024 |
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| Security Financial Services | 11k | $2.1M | -64% | Mar 2024 |
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| Bryant Woods Investment Advisors | 11k | $2.1M | -61% | Mar 2024 |
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| Stratos Wealth Partners | 11k | $2.0M | -70% | Mar 2024 |
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| Lee Financial | 8.6k | $1.3M | -47% | Dec 2023 |
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| Eldridge Investment Advisors | 6.2k | $965k | -77% | Dec 2023 |
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| Tennessee Valley Asset Management Partners | 1.7k | $324k | -92% | Mar 2024 |
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| Elevated Capital Advisors | 1.4k | $261k | -93% | Mar 2024 |
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| Bank Of Montreal | 989.00 | $156k | -99% | Dec 2023 |
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Who sold out of Ishares Tr Msci Usa Momentum Factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lido Advisors | Sep 2023 | 71k | $9.9M |
| KilterHowling | Sep 2023 | 55k | $7.6M |
| Hrt Financial | Sep 2023 | 50k | $7.0M |
| SevenOneSeven Capital Management | Sep 2023 | 24k | $3.5M |
| SageView Advisory Group | Dec 2023 | 18k | $3.1M |
| Wolverine Trading | Sep 2023 | 17k | $2.3M |