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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 7.9M | $2.0B | 27% | Dec 2025 |
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| Mercer Global Advisors | 7.8M | $2.0B | 3% | Dec 2025 |
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| FMR | 4.8M | $1.2B | 17% | Dec 2025 |
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| LPL Financial | 3.3M | $824M | 25% | Dec 2025 |
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| Raymond James Financial | 3.2M | $805M | 5% | Dec 2025 |
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| CI Private Wealth | 892k | $223M | 24% | Dec 2025 |
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| BlackRock | 1.6M | $400M | 27% | Dec 2025 |
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| Assetmark | 1.5M | $376M | 3% | Dec 2025 |
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| Ameriprise Financial | 1.4M | $344M | 4% | Dec 2025 |
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| State Treasurer State Of Michigan | 1.3M | $322M | 5% | Dec 2025 |
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| Ronald Blue Trust | 1.3M | $306M | 3% | Mar 2026 |
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| HPM Partners | 1.2M | $289M | 0% | Dec 2025 |
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| CWM | 1.1M | $286M | 25% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 974k | $244M | -5% | Dec 2025 |
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| Wells Fargo & Company | 845k | $211M | -2% | Dec 2025 |
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| UBS Group | 774k | $194M | 2% | Dec 2025 |
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| Park Avenue Securities | 723k | $173M | 2% | Mar 2026 |
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| Envestnet Portfolio Solutions | 721k | $181M | 55% | Dec 2025 |
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| Mml Investors Services | 694k | $174M | 10% | Dec 2025 |
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| Orgel Wealth Management | 684k | $164M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 607k | $152M | 25% | Dec 2025 |
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| Janney Montgomery Scott | 601k | $144M | 5% | Mar 2026 |
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| Pnc Financial Services | 504k | $126M | -1% | Dec 2025 |
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| Savant Capital Management | 427k | $107M | -7% | Dec 2025 |
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| Symmetry Partner | 417k | $104M | 72% | Dec 2025 |
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| Commonwealth Equity Services | 407k | $102M | 13% | Dec 2025 |
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| Resources Investment Advisors | 403k | $101M | 49% | Dec 2025 |
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| Foundations Investment Advisors | 400k | $100M | 56% | Dec 2025 |
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| Bank of New York Mellon | 384k | $96M | 67% | Dec 2025 |
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| Goss Wealth Management | 376k | $94M | 71% | Dec 2025 |
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| Goldman Sachs Group | 370k | $93M | -50% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 364k | $91M | 23% | Dec 2025 |
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| Arizona PSPRS Trust | 361k | $87M | 0% | 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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| Foster Group | 318k | $76M | 3% | Mar 2026 |
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| Stifel Financial | 315k | $79M | 28% | Dec 2025 |
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| High Probability Advisors | 314k | $75M | -2% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 311k | $78M | 22% | Dec 2025 |
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| Susquehanna International | 300k | $75M | -43% | Dec 2025 |
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| AdvisorShares Investments | 299k | $75M | -26% | Dec 2025 |
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| JB Capital | 277k | $69M | 65% | Dec 2025 |
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| Sanctuary Advisors | 234k | $59M | 60% | Dec 2025 |
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| Captrust Financial Advisors | 226k | $56M | 82% | Dec 2025 |
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| Alan Leist III | 223k | $56M | 2% | Dec 2025 |
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| Armbruster Capital Management | 213k | $51M | 0% | Mar 2026 |
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| United Capital Financial Advisers | 212k | $53M | 64% | Dec 2025 |
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| Cambridge Investment Research Advisors | 207k | $52M | -2% | Dec 2025 |
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| Keybank National Association | 193k | $48M | -2% | Dec 2025 |
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| Advocacy Wealth Management Services | 189k | $47M | 102% | Dec 2025 |
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| Jones Financial Companies, L.L | 178k | $45M | 10% | Dec 2025 |
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| Kathmere Capital Management | 176k | $44M | 3% | Dec 2025 |
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| New York Life Investment Management | 167k | $42M | 10% | Dec 2025 |
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| Branch Banking & Trust Company | 160k | $40M | 28% | Dec 2025 |
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| Rockefeller Capital Management | 155k | $39M | 177% | Dec 2025 |
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| Lido Advisors | 153k | $38M | 0% | Dec 2025 |
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| Sanchez Wealth Management Group | 152k | $38M | 30% | Dec 2025 |
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| Citadel Advisors | 145k | $36M | -51% | Dec 2025 |
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| Acropolis Investment Management | 142k | $34M | 2% | Mar 2026 |
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| Mullooly Asset Management | 140k | $35M | 2% | Dec 2025 |
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| Kestra Investment Management | 140k | $35M | 11% | Dec 2025 |
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| Atria Investments | 135k | $34M | 37% | Dec 2025 |
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| Ameritas Advisory Services | 134k | $34M | 645% | Dec 2025 |
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| Monticello Wealth Management | 133k | $32M | -1% | Mar 2026 |
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| AE Wealth Management | 130k | $33M | 42% | Dec 2025 |
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| Apella Capital | 126k | $35M | -6% | Mar 2026 |
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| Stonehearth Capital Management | 124k | $30M | -2% | Mar 2026 |
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| Integrated Wealth Concepts | 123k | $31M | -10% | Dec 2025 |
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| Jane Street | 121k | $30M | -27% | Dec 2025 |
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| Beacon Pointe Advisors | 121k | $30M | 231% | Dec 2025 |
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| M^T Bank Corporation | 116k | $29M | 4% | Dec 2025 |
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| Kestra Advisory Services | 106k | $27M | 6% | Dec 2025 |
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| Oppenheimer & Co | 105k | $26M | -6% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 104k | $25M | 6% | Mar 2026 |
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| Mariner Wealth Advisors | 102k | $26M | 3% | Dec 2025 |
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| Us Bancorp | 101k | $25M | 35% | Dec 2025 |
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| Savvy Advisors | 99k | $25M | 6% | Dec 2025 |
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| Sequoia Financial Advisors | 99k | $25M | -9% | Dec 2025 |
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| Baird Financial | 99k | $25M | -1% | Dec 2025 |
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| Thrivent Financial for Lutherans | 97k | $24M | 9% | Dec 2025 |
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| Bell Investment Advisors | 88k | $21M | -4% | Mar 2026 |
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| Meredith Wealth Planning | 85k | $21M | 0% | Dec 2025 |
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| Convergence Financial | 84k | $21M | 3% | Dec 2025 |
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| Journey Strategic Wealth | 82k | $20M | 2% | Mar 2026 |
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| Steel Peak Wealth Management | 81k | $20M | 70% | Dec 2025 |
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| Private Advisor | 78k | $20M | 5% | Dec 2025 |
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| Icon Wealth Advisors | 77k | $19M | 54% | Dec 2025 |
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| Oppenheimer Asset Management | 76k | $19M | -2% | Dec 2025 |
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| Glenview Trust | 75k | $19M | -6% | Dec 2025 |
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| Scarborough Advisors | 74k | $19M | 100% | Dec 2025 |
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| Straight Path Wealth Management | 72k | $18M | 3% | Dec 2025 |
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| Trinity Wealth Management | 70k | $17M | 0% | Mar 2026 |
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| Oxford Financial | 69k | $17M | -2% | Dec 2025 |
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| Prudent Investors Network | 69k | $17M | -6% | Dec 2025 |
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| Sagespring Wealth Partners | 69k | $17M | -3% | Dec 2025 |
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| Steward Partners Investment Advisory | 68k | $17M | 27% | Dec 2025 |
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| We Are One Seven | 67k | $17M | 110% | Dec 2025 |
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| Sharkey, Howes & Javer | 66k | $16M | 6% | Mar 2026 |
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| Creative Planning | 65k | $16M | 52% | Dec 2025 |
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| Journey Advisory Group | 64k | $16M | -1% | Dec 2025 |
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| Stone House Investment Management | 63k | $15M | 6% | Mar 2026 |
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| CFO4Life | 61k | $15M | -3% | Dec 2025 |
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| Shepherd Financial Partners | 60k | $15M | 74% | Dec 2025 |
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| CLS Investments | 60k | $15M | 70% | Dec 2025 |
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| Intrust Bank Na | 60k | $15M | 1% | Dec 2025 |
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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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| POM Investment Strategies | 58k | $15M | 7% | Dec 2025 |
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| NorthRock Partners | 58k | $14M | 100% | Dec 2025 |
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| D'Orazio & Associates | 58k | $14M | 18% | Dec 2025 |
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| Warren Averett Asset Management | 56k | $14M | -4% | Dec 2025 |
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| Audent Global Asset Management | 55k | $14M | 48% | Dec 2025 |
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| Vestmark Advisory Solutions | 54k | $14M | 165% | Dec 2025 |
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| Stokes Family Office | 53k | $13M | 61% | Dec 2025 |
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| Summit Wealth Group | 53k | $13M | 0% | Dec 2025 |
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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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| Forefront Analytics | 51k | $13M | 35% | Dec 2025 |
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| Millennium Management | 50k | $13M | 88% | Dec 2025 |
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| High Falls Advisors | 50k | $12M | 61% | Dec 2025 |
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| Anderson Hoagland & Co | 45k | $11M | 20% | Mar 2026 |
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| Equitable Holdings | 45k | $11M | 37% | Dec 2025 |
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| Opes Wealth Management | 44k | $11M | 1% | Dec 2025 |
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| Qube Research & Technologies | 43k | $11M | -50% | Dec 2025 |
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| Royal Fund Management | 43k | $11M | 38% | Dec 2025 |
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| Kelly Financial Services | 43k | $10M | 6% | Mar 2026 |
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| Mount Yale Investment Advisors | 42k | $10M | 268% | Dec 2025 |
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| Strategic Blueprint | 41k | $10M | 38% | Dec 2025 |
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| Garrett Wealth Advisory Group | 41k | $10M | -1% | Dec 2025 |
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| Trilogy Capital | 41k | $9.9M | -8% | Mar 2026 |
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| Chicago Partners Investment | 41k | $11M | 0% | Dec 2025 |
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| BCJ Capital Management | 40k | $10M | 44% | Dec 2025 |
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| PAX Financial Group | 40k | $10M | 66% | Dec 2025 |
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| Kestra Private Wealth Services | 40k | $9.7M | 11% | Mar 2026 |
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| Centaurus Financial | 40k | $10M | 7% | Dec 2025 |
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| Farther Finance Advisors | 40k | $9.8M | 0% | Mar 2026 |
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| Quantinno Capital Management | 39k | $9.8M | 116% | Dec 2025 |
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| Franklin Resources | 39k | $9.7M | -7% | Dec 2025 |
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| Beacon Financial | 38k | $9.6M | 72% | Dec 2025 |
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| Aptus Capital Advisors | 38k | $9.5M | -2% | Dec 2025 |
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| Midwest Capital Advisors | 38k | $9.5M | 70% | Dec 2025 |
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| Keystone Financial Group | 38k | $9.5M | 40% | Dec 2025 |
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| Jmac Enterprises | 38k | $9.4M | 2% | Dec 2025 |
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| ONE Advisory Partners | 36k | $8.7M | 3% | Mar 2026 |
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| Brookstone Capital Management | 36k | $8.7M | -6% | Mar 2026 |
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| HighTower Advisors | 36k | $9.0M | 1% | Dec 2025 |
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| Regal Investment Advisors | 36k | $8.9M | 71% | Dec 2025 |
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| TSFG | 35k | $8.9M | 81% | Dec 2025 |
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| Claris Financial | 35k | $8.9M | -2% | Dec 2025 |
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| Harbour Investments | 35k | $8.7M | -21% | Dec 2025 |
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| Concurrent Investment Advisors | 33k | $8.0M | -36% | Mar 2026 |
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| Strategic Investment Advisors / MI | 31k | $7.7M | -78% | Dec 2025 |
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| Invst | 29k | $7.2M | -67% | Dec 2025 |
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| Advisory Services Network | 17k | $4.2M | -75% | Dec 2025 |
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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 |
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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 |
| Sona Asset Management | Sep 2025 | 300k | $77M |
| Provida Pension Fund Administrator | Sep 2025 | 89k | $23M |
| B&D White Capital Company | Sep 2025 | 84k | $22M |
| Jump Financial | Sep 2025 | 74k | $19M |
| Yeomans Consulting Group | Sep 2025 | 60k | $15M |
| State of Wisconsin Investment Board | Sep 2025 | 54k | $14M |