Who owns Ishares Tr Msci Usa Momentum Factor?
- Ticker: MTUM
- CUSIP Number: 46432f396
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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 | 8.5M | $2.0B | 7% | Mar 2026 |
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| Mercer Global Advisors | 8.4M | $2.0B | 7% | Mar 2026 |
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| FMR | 4.8M | $1.2B | 17% | Dec 2025 |
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| LPL Financial | 3.4M | $808M | 2% | Mar 2026 |
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| Raymond James Financial | 3.2M | $805M | 5% | Dec 2025 |
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| Morgan Stanley | 3.1M | $740M | 8% | Mar 2026 |
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| BlackRock | 1.6M | $390M | 2% | Mar 2026 |
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| Ameriprise Financial | 1.4M | $328M | -1% | Mar 2026 |
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| State Treasurer State Of Michigan | 1.3M | $322M | 4% | Mar 2026 |
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| Ronald Blue Trust | 1.3M | $306M | 3% | Mar 2026 |
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| HPM Partners | 1.2M | $284M | 2% | Mar 2026 |
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| Assetmark | 1.2M | $282M | -22% | Mar 2026 |
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| Bank of America Corporation | 1.2M | $281M | 100% | Mar 2026 |
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| CWM | 1.1M | $286M | 25% | Dec 2025 |
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| CI Private Wealth | 974k | $234M | 9% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 960k | $231M | -1% | Mar 2026 |
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| Wells Fargo & Company | 845k | $203M | 0% | Mar 2026 |
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| Park Avenue Securities | 723k | $173M | 2% | Mar 2026 |
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| UBS Group | 711k | $171M | -8% | Mar 2026 |
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| Envestnet Portfolio Solutions | 706k | $170M | -2% | Mar 2026 |
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| Orgel Wealth Management | 684k | $164M | 1% | Mar 2026 |
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| Mml Investors Services | 626k | $150M | -10% | Mar 2026 |
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| Cetera Investment Advisers | 612k | $147M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 601k | $144M | 5% | Mar 2026 |
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| Picton Mahoney Asset Management | 520k | $125M | 100% | Mar 2026 |
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| Royal Bank of Canada | 508k | $121M | 22% | Mar 2026 |
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| Citadel Advisors | 496k | $119M | 242% | Mar 2026 |
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| Pnc Financial Services | 482k | $116M | -4% | Mar 2026 |
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| Foundations Investment Advisors | 440k | $106M | 10% | Mar 2026 |
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| Symmetry Partner | 436k | $105M | 5% | Mar 2026 |
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| Bank of New York Mellon | 425k | $102M | 11% | Mar 2026 |
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| Resources Investment Advisors | 422k | $101M | 5% | Mar 2026 |
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| Savant Capital Management | 402k | $96M | -6% | Mar 2026 |
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| Goss Wealth Management | 399k | $96M | 6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 384k | $92M | 5% | Mar 2026 |
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| Arizona PSPRS Trust | 361k | $87M | 0% | Mar 2026 |
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| Goldman Sachs Group | 358k | $86M | -3% | Mar 2026 |
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| Merit Financial Group | 345k | $83M | 14% | Mar 2026 |
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| Advisor Group Holdings | 342k | $86M | -22% | Dec 2025 |
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| Commonwealth Equity Services | 341k | $82M | -16% | Mar 2026 |
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| Stifel Financial | 333k | $80M | 5% | Mar 2026 |
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| Foster Group | 318k | $76M | 3% | Mar 2026 |
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| High Probability Advisors | 314k | $75M | -2% | Mar 2026 |
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| Susquehanna International | 300k | $75M | -43% | Dec 2025 |
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| JB Capital | 286k | $69M | 3% | Mar 2026 |
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| Citigroup | 253k | $61M | 100% | Mar 2026 |
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| Sanctuary Advisors | 243k | $58M | 4% | Mar 2026 |
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| Alan Leist III | 226k | $54M | 1% | Mar 2026 |
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| Captrust Financial Advisors | 226k | $56M | 82% | Dec 2025 |
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| Cambridge Investment Research Advisors | 225k | $54M | 9% | Mar 2026 |
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| United Capital Financial Advisers | 214k | $52M | 1% | Mar 2026 |
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| Armbruster Capital Management | 213k | $51M | 0% | Mar 2026 |
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| Advocacy Wealth Management Services | 201k | $48M | 7% | Mar 2026 |
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| Keybank National Association | 186k | $45M | -4% | Mar 2026 |
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| Kathmere Capital Management | 181k | $43M | 3% | Mar 2026 |
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| Jones Financial Companies, L.L | 178k | $45M | 10% | Dec 2025 |
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| Branch Banking & Trust Company | 164k | $39M | 3% | Mar 2026 |
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| Integrated Wealth Concepts | 161k | $39M | 32% | Mar 2026 |
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| Rockefeller Capital Management | 157k | $38M | 1% | Mar 2026 |
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| Sanchez Wealth Management Group | 156k | $37M | 3% | Mar 2026 |
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| Lido Advisors | 155k | $37M | 1% | Mar 2026 |
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| New York Life Investment Management | 155k | $37M | -7% | Mar 2026 |
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| Atria Investments | 146k | $35M | 9% | Mar 2026 |
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| Acropolis Investment Management | 142k | $34M | 2% | Mar 2026 |
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| Mullooly Asset Management | 138k | $33M | -2% | Mar 2026 |
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| Monticello Wealth Management | 133k | $32M | -1% | Mar 2026 |
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| Ameritas Advisory Services | 127k | $31M | -5% | Mar 2026 |
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| AE Wealth Management | 126k | $30M | -3% | Mar 2026 |
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| Apella Capital | 126k | $35M | -6% | Mar 2026 |
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| Two Sigma Investments | 125k | $30M | 100% | Mar 2026 |
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| Stonehearth Capital Management | 124k | $30M | -2% | Mar 2026 |
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| Beacon Pointe Advisors | 121k | $30M | 231% | Dec 2025 |
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| Savvy Advisors | 116k | $28M | 17% | Mar 2026 |
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| Provida Pension Fund Administrator | 115k | $29M | 30% | Dec 2025 |
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| M^T Bank Corporation | 114k | $27M | -2% | Mar 2026 |
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| Oppenheimer & Co | 110k | $27M | 5% | Mar 2026 |
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| Kestra Advisory Services | 105k | $25M | -1% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 104k | $25M | 6% | Mar 2026 |
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| HighTower Advisors | 102k | $25M | 186% | Mar 2026 |
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| Us Bancorp | 101k | $25M | 35% | Dec 2025 |
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| Thrivent Financial for Lutherans | 100k | $24M | 3% | Mar 2026 |
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| Baird Financial | 99k | $25M | -1% | Dec 2025 |
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| Sequoia Financial Advisors | 97k | $23M | -2% | Mar 2026 |
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| Jane Street | 97k | $23M | -20% | Mar 2026 |
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| Mariner Wealth Advisors | 97k | $23M | -5% | Mar 2026 |
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| Prime Capital Investment Advisors | 94k | $23M | 273% | Mar 2026 |
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| Convergence Financial | 88k | $21M | 5% | Mar 2026 |
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| Bell Investment Advisors | 88k | $21M | -4% | Mar 2026 |
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| Icon Wealth Advisors | 86k | $24M | 12% | Mar 2026 |
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| Journey Strategic Wealth | 82k | $20M | 2% | Mar 2026 |
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| Private Advisor | 78k | $19M | -1% | Mar 2026 |
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| Steel Peak Wealth Management | 78k | $19M | -4% | Mar 2026 |
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| Oppenheimer Asset Management | 76k | $18M | 0% | Mar 2026 |
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| Straight Path Wealth Management | 76k | $18M | 5% | Mar 2026 |
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| Glenview Trust | 74k | $18M | -1% | Mar 2026 |
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| Trinity Wealth Management | 70k | $17M | 0% | Mar 2026 |
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| Prudent Investors Network | 69k | $17M | 0% | Mar 2026 |
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| Creative Planning | 68k | $16M | 4% | Mar 2026 |
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| We Are One Seven | 67k | $17M | 110% | Dec 2025 |
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| Scarborough Advisors | 67k | $16M | -10% | Mar 2026 |
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| Sagespring Wealth Partners | 66k | $16M | -4% | Mar 2026 |
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| Sharkey, Howes & Javer | 66k | $16M | 6% | Mar 2026 |
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| Oxford Financial | 66k | $16M | -5% | Mar 2026 |
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| Kingdon Capital Management | 65k | $16M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 64k | $15M | -5% | Mar 2026 |
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| Stone House Investment Management | 63k | $15M | 6% | Mar 2026 |
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| Shepherd Financial Partners | 63k | $15M | 4% | Mar 2026 |
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| NorthRock Partners | 62k | $15M | 8% | Mar 2026 |
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| Journey Advisory Group | 62k | $15M | -4% | Mar 2026 |
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| CFO4Life | 61k | $15M | -1% | Mar 2026 |
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| D'Orazio & Associates | 60k | $14M | 4% | Mar 2026 |
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| Consolidated Planning Corp | 58k | $14M | -19% | Mar 2026 |
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| Pettinga Financial Advisors | 58k | $14M | 17% | Mar 2026 |
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| Warren Averett Asset Management | 56k | $14M | -4% | Dec 2025 |
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| Point72 Asset Management | 54k | $13M | 458% | Mar 2026 |
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| Summit Wealth Group | 53k | $13M | 0% | Mar 2026 |
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| Franklin Resources | 53k | $13M | 36% | Mar 2026 |
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| Mount Yale Investment Advisors | 52k | $13M | 25% | Mar 2026 |
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| Tudor Investment Corporation | 52k | $12M | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 51k | $13M | 34% | Dec 2025 |
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| Well Done | 51k | $12M | -3% | Mar 2026 |
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| Equitable Holdings | 51k | $13M | 14% | Mar 2026 |
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| CLS Investments | 51k | $12M | -15% | Mar 2026 |
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| Stokes Family Office | 50k | $12M | -7% | Mar 2026 |
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| High Falls Advisors | 50k | $12M | 61% | Dec 2025 |
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| Centaurus Financial | 49k | $12M | 21% | Mar 2026 |
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| PAX Financial Group | 46k | $11M | 14% | Mar 2026 |
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| Anderson Hoagland & Co | 45k | $11M | 20% | Mar 2026 |
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| BCJ Capital Management | 45k | $11M | 10% | Mar 2026 |
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| Scissortail Wealth Management | 45k | $11M | 452% | Mar 2026 |
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| Opes Wealth Management | 44k | $11M | 0% | Mar 2026 |
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| Strategic Blueprint | 44k | $11M | 6% | Mar 2026 |
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| Keystone Financial Services | 43k | $10M | 52% | Mar 2026 |
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| Gateway Wealth Partners | 43k | $10M | 229% | Mar 2026 |
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| Qube Research & Technologies | 43k | $11M | -50% | Dec 2025 |
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| Kelly Financial Services | 43k | $10M | 6% | Mar 2026 |
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| Royal Fund Management | 42k | $10M | -3% | Mar 2026 |
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| Keystone Financial Group | 42k | $10M | 10% | Mar 2026 |
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| Trilogy Capital | 41k | $9.9M | -8% | Mar 2026 |
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| Chicago Partners Investment | 41k | $11M | 0% | Mar 2026 |
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| Garrett Wealth Advisory Group | 41k | $9.8M | -1% | Mar 2026 |
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| Kestra Private Wealth Services | 40k | $9.7M | 11% | Mar 2026 |
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| Beacon Financial | 40k | $9.6M | 5% | Mar 2026 |
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| Farther Finance Advisors | 40k | $9.8M | 0% | Mar 2026 |
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| Midwest Capital Advisors | 40k | $9.5M | 4% | Mar 2026 |
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| Quantinno Capital Management | 39k | $9.4M | 0% | Mar 2026 |
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| Meredith Wealth Planning | 39k | $9.3M | -55% | Mar 2026 |
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| Vestmark Advisory Solutions | 39k | $9.3M | -28% | Mar 2026 |
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| Jmac Enterprises | 39k | $9.3M | 2% | Mar 2026 |
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| Liberty Wealth Management | 39k | $9.2M | 28% | Mar 2026 |
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| Brookstone Capital Management | 36k | $8.7M | -6% | Mar 2026 |
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| Concurrent Investment Advisors | 33k | $8.0M | -36% | Mar 2026 |
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| Forefront Analytics | 24k | $5.8M | -52% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 18k | $4.2M | -94% | Mar 2026 |
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| Advisory Services Network | 17k | $4.2M | -75% | Dec 2025 |
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| Intrust Bank Na | 12k | $2.9M | -80% | Mar 2026 |
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| Audent Global Asset Management | 11k | $4.0M | -81% | Mar 2026 |
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| Colony | 8.0k | $2.0M | -99% | Dec 2025 |
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| Global Wealth Strategies & Associates | 7.9k | $1.9M | -81% | Mar 2026 |
|
| POM Investment Strategies | 922.00 | $221k | -98% | Mar 2026 |
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Who sold out of Ishares Tr Msci Usa Momentum Factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 982k | $253M |
| Jpmorgan Chase & Co | Sep 2025 | 871k | $223M |
| AdvisorShares Investments | Dec 2025 | 299k | $75M |
| Kestra Investment Management | Dec 2025 | 140k | $35M |
| Jump Financial | Sep 2025 | 74k | $19M |
| Yeomans Consulting Group | Sep 2025 | 60k | $15M |
| State of Wisconsin Investment Board | Sep 2025 | 54k | $14M |
| Millennium Management | Dec 2025 | 50k | $13M |