Who owns Ishares Tr Msci Usa Momentum Factor?

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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
Envestnet Asset Management 6.9M $966M 4% Sep 2023
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Mercer Global Advisors 6.7M $1.1B 3% Dec 2023
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Wealth Enhancement Advisory Services 3.3M $518M 6% Dec 2023
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Raymond James & Associates 2.6M $400M 0% Dec 2023
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Assetmark 1.6M $258M 4% Dec 2023
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State Treasurer State Of Michigan 1.5M $232M 0% Dec 2023
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Morgan Stanley 1.4M $196M -14% Sep 2023
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HPM Partners 1.1M $179M -2% Dec 2023
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CWM 1.1M $178M 9% Dec 2023
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Savant Capital Management 1.1M $174M 10% Dec 2023
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Ronald Blue Trust 1.0M $144M -1% Dec 2023
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Bank of America Corporation 990k $155M -10% Dec 2023
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BlackRock 976k $136M -22% Sep 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 820k $129M 4% Dec 2023
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CI Private Wealth 656k $103M 1% Dec 2023
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FMR 638k $89M -25% Sep 2023
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LPL Financial 597k $83M -11% Sep 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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Ameriprise Financial 461k $66M -15% Sep 2023
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Wells Fargo & Company 440k $69M 12% Dec 2023
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Keybank National Association 373k $52M -19% Sep 2023
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Bank of New York Mellon 367k $58M -5% Dec 2023
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Apella Capital 333k $51M -6% Dec 2023
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Royal Bank of Canada 315k $49M -38% Dec 2023
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Advisor Group Holdings 279k $44M -22% Dec 2023
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Raymond James Financial Services Advisors 277k $43M -21% Dec 2023
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Commonwealth Equity Services 274k $43M -22% Dec 2023
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Trilogy Capital 270k $42M -5% Dec 2023
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Jpmorgan Chase & Co 269k $42M 8% Dec 2023
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Integrated Wealth Concepts 252k $35M -21% Sep 2023
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Armbruster Capital Management 214k $34M -1% Dec 2023
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Janney Montgomery Scott 197k $31M -1% Dec 2023
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Northwestern Mutual Wealth Management Company 194k $27M 1% Sep 2023
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Monticello Wealth Management 189k $30M -25% Dec 2023
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Ameritas Advisory Services 186k $29M -12% Dec 2023
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Kathmere Capital Management 173k $24M 4% Sep 2023
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Resources Investment Advisors 173k $24M 18% Sep 2023
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AE Wealth Management 164k $27M 58% Dec 2023
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Insight Wealth Strategies 147k $23M -4% 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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Oxford Financial 135k $19M -76% Sep 2023
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Cobblestone Capital Advisors 133k $21M 1% Dec 2023
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Wealth Management Solutions 129k $18M -2% Sep 2023
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Well Done 127k $20M -7% Dec 2023
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CFO4Life 123k $19M 0% Dec 2023
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Financial Network Investment Corporation 121k $17M 23% Sep 2023
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Invst 119k $21M -31% Dec 2023
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Susquehanna International 115k $16M 141% Sep 2023
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Acropolis Investment Management 114k $18M 5% Dec 2023
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Sensible Financial Planning & Management 109k $17M -2% Dec 2023
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Bell Investment Advisors 108k $17M -7% Dec 2023
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Alan Leist III 105k $17M 3% Dec 2023
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Glenview Trust 103k $16M -14% Dec 2023
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Oppenheimer & Co 101k $14M -14% Sep 2023
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Cambridge Investment Research Advisors 91k $14M -34% Dec 2023
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Meredith Wealth Planning 90k $14M -27% Dec 2023
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Journey Advisory Group 89k $14M -5% Dec 2023
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Summit Wealth Group 88k $14M 2% Dec 2023
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Trinity Wealth Management 86k $14M -3% Dec 2023
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Forefront Analytics 85k $12M -11% Sep 2023
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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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M^T Bank Corporation 78k $12M -18% Dec 2023
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Private Advisor 71k $11M -10% Dec 2023
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Sanchez Wealth Management Group 70k $11M 0% Dec 2023
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Mml Investors Services 68k $9.5M -14% Sep 2023
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MA Private Wealth 67k $11M 4% Dec 2023
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Foster Group 67k $9.3M 0% Dec 2023
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Consolidated Planning Corp 65k $10M 35% Dec 2023
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Q3 Asset Management 65k $11M 100% Dec 2023
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Prudent Investors Network 64k $8.9M 8% Sep 2023
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Baird Financial 63k $9.8M 0% Dec 2023
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Straight Path Wealth Management 60k $9.5M 9% Dec 2023
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Franklin Resources 60k $9.4M 38% Dec 2023
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Two Sigma Investments 59k $9.3M -53% Dec 2023
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Jmac Enterprises 59k $9.2M 5% Dec 2023
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Stifel Financial 58k $9.0M 12% Dec 2023
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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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Tower Research Capital 56k $7.8M 661% Sep 2023
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Goodman & Company, Investment Counsel 54k $7.5M -1% Sep 2023
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Arq Wealth Advisors 53k $7.4M -11% Sep 2023
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Tacita Capital 51k $7.2M 1% Sep 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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Chicago Partners Investment 46k $7.7M -10% Dec 2023
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Opes Wealth Management 46k $7.2M -1% Dec 2023
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Garrett Wealth Advisory Group 46k $7.2M -3% Dec 2023
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Rsm Us Wealth Management 46k $7.1M -21% Dec 2023
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Centaurus Financial 44k $6.2M -5% Sep 2023
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Financial Architects 43k $6.7M 100% Dec 2023
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HighTower Advisors 42k $6.7M -3% Dec 2023
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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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Millennium Management 40k $6.2M 100% Dec 2023
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360 Financial 40k $5.5M 6% Sep 2023
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GRT Capital Partners 39k $5.5M -5% Sep 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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Capital Planning 36k $5.7M -4% Dec 2023
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Stratos Wealth Partners 36k $5.7M -52% Dec 2023
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EdgeRock Capital 36k $6.2M -13% Dec 2023
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Atlas Capital Advisors 36k $5.6M 0% Dec 2023
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Brickley Wealth Management 34k $5.4M 0% Dec 2023
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Atria Investments 34k $5.3M 270% Dec 2023
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Burns Wealth Management 34k $4.7M -5% Sep 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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Security Financial Services 32k $5.0M -2% Dec 2023
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Royal Fund Management 31k $4.9M -9% Dec 2023
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Orion Portfolio Solutions 31k $4.8M 18% Dec 2023
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Us Bancorp 31k $4.8M -1% Dec 2023
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Strategic Investment Advisors / MI 30k $4.7M 1% Dec 2023
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Atria Wealth Solutions 29k $4.6M -1% Dec 2023
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Bryant Woods Investment Advisors 29k $4.6M -29% Dec 2023
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Allspring Global Investments Holdings 29k $4.5M 0% Dec 2023
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Gallagher Fiduciary Advisors 28k $4.5M 61% Dec 2023
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Cozad Asset Management 27k $4.3M -13% Dec 2023
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Avant Capital 27k $3.8M -3% Sep 2023
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Van Hulzen Asset Management 27k $4.2M -3% Dec 2023
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Sax Wealth Advisors 26k $4.1M -40% Dec 2023
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Goldman Sachs Group 26k $3.6M -76% Sep 2023
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Haverford Trust Company 25k $4.0M -11% Dec 2023
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Raymond James Trust 25k $4.0M -9% Dec 2023
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Professional Financial Advisors 25k $3.9M 1% Dec 2023
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Arrow Investment Advisors 25k $3.9M 100% Dec 2023
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RHS Financial 23k $3.6M -3% Dec 2023
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IFG Advisory 23k $3.6M -5% Dec 2023
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Tennessee Valley Asset Management Partners 22k $3.5M 4% Dec 2023
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Townsquare Capital 22k $3.5M -15% Dec 2023
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Rinkey Investments 22k $3.4M -5% Dec 2023
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Southland Equity Partners 22k $3.4M -2% Dec 2023
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Jane Street 22k $3.4M -13% Dec 2023
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Anderson Hoagland & Co 22k $3.4M -1% Dec 2023
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Csenge Advisory Group 21k $2.9M 0% Sep 2023
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OVERSEA-CHINESE BANKING Corp 21k $3.2M 0% Dec 2023
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First Business Financial Services 20k $3.2M 0% Dec 2023
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Unison Advisors 20k $3.1M 4% Dec 2023
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Kingswood Wealth Advisors 20k $3.1M 383% Dec 2023
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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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Donaldson Capital Management 20k $3.1M -33% Dec 2023
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Shufro Rose & Co 19k $2.7M -3% 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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Elevated Capital Advisors 19k $2.9M -5% Dec 2023
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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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SageView Advisory Group 18k $3.1M -21% Dec 2023
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Steward Partners Investment Advisory 18k $2.8M -60% Dec 2023
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Baron Financial Group 14k $2.1M -75% Dec 2023
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Syntal Capital Partners 13k $1.8M -54% Sep 2023
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Financial Advocates Investment Management 11k $1.7M -66% Dec 2023
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Synovus Financial Corp. 9.5k $1.3M -97% Sep 2023
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Equitable Holdings 8.1k $1.1M -95% Sep 2023
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Eldridge Investment Advisors 6.2k $965k -77% Dec 2023
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Shore Point Advisors 4.8k $754k -93% Dec 2023
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Sigma Planning 4.1k $644k -93% Dec 2023
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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
Ethos Financial Group Sep 2023 23k $3.2M