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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 6.7M | $1.1B | 3% | Dec 2023 |
|
| Raymond James & Associates | 2.5M | $470M | -2% | Mar 2024 |
|
| Assetmark | 1.6M | $258M | 4% | Dec 2023 |
|
| State Treasurer State Of Michigan | 1.4M | $263M | -5% | Mar 2024 |
|
| HPM Partners | 1.1M | $179M | -2% | Dec 2023 |
|
| Savant Capital Management | 1.1M | $174M | 10% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 1.1M | $197M | -68% | Mar 2024 |
|
| Ronald Blue Trust | 1.0M | $144M | -1% | Dec 2023 |
|
| Bank of America Corporation | 990k | $155M | -10% | Dec 2023 |
|
| CWM | 836k | $157M | -26% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 820k | $129M | 4% | Dec 2023 |
|
| CI Private Wealth | 656k | $103M | 1% | Dec 2023 |
|
| UBS Group | 591k | $93M | -5% | Dec 2023 |
|
| Pnc Financial Services | 566k | $89M | -5% | Dec 2023 |
|
| Symmetry Partner | 537k | $84M | 1% | Dec 2023 |
|
| Wells Fargo & Company | 440k | $69M | 12% | Dec 2023 |
|
| Bank of New York Mellon | 410k | $77M | 12% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 368k | $69M | 33% | Mar 2024 |
|
| Apella Capital | 318k | $59M | -5% | Mar 2024 |
|
| Royal Bank of Canada | 315k | $49M | -38% | Dec 2023 |
|
| Advisor Group Holdings | 279k | $44M | -22% | Dec 2023 |
|
| Commonwealth Equity Services | 274k | $43M | -22% | Dec 2023 |
|
| Jpmorgan Chase & Co | 269k | $42M | 8% | Dec 2023 |
|
| Trilogy Capital | 252k | $47M | -7% | Mar 2024 |
|
| Armbruster Capital Management | 214k | $34M | -1% | Dec 2023 |
|
| Janney Montgomery Scott | 197k | $31M | -1% | Dec 2023 |
|
| Ameritas Advisory Services | 186k | $29M | -12% | Dec 2023 |
|
| Kathmere Capital Management | 176k | $33M | 2% | Mar 2024 |
|
| Monticello Wealth Management | 169k | $32M | -10% | Mar 2024 |
|
| AE Wealth Management | 164k | $27M | 58% | Dec 2023 |
|
| Stonehearth Capital Management | 139k | $22M | 2% | Dec 2023 |
|
| Captrust Financial Advisors | 137k | $22M | -94% | Dec 2023 |
|
| Insight Wealth Strategies | 134k | $25M | -9% | Mar 2024 |
|
| Cobblestone Capital Advisors | 133k | $21M | 1% | Dec 2023 |
|
| CFO4Life | 123k | $19M | 0% | Dec 2023 |
|
| Invst | 119k | $21M | -31% | Dec 2023 |
|
| Acropolis Investment Management | 115k | $22M | 1% | Mar 2024 |
|
| Sensible Financial Planning & Management | 109k | $17M | -2% | Dec 2023 |
|
| Bell Investment Advisors | 108k | $17M | -7% | Dec 2023 |
|
| Alan Leist III | 105k | $17M | 3% | Dec 2023 |
|
| Glenview Trust | 103k | $16M | -14% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 92k | $17M | 1% | Mar 2024 |
|
| Journey Advisory Group | 89k | $14M | -5% | Dec 2023 |
|
| Meredith Wealth Planning | 88k | $17M | -2% | Mar 2024 |
|
| Summit Wealth Group | 88k | $14M | 2% | Dec 2023 |
|
| Q3 Asset Management | 87k | $16M | 35% | Mar 2024 |
|
| Trinity Wealth Management | 85k | $16M | -1% | Mar 2024 |
|
| Financial Gravity Wealth | 82k | $0 | 0% | Dec 2023 |
|
| Foundations Investment Advisors | 81k | $14M | 11% | Dec 2023 |
|
| M^T Bank Corporation | 78k | $12M | -18% | Dec 2023 |
|
| Foster Group | 73k | $14M | 10% | Mar 2024 |
|
| Private Advisor | 71k | $11M | -10% | Dec 2023 |
|
| Sanchez Wealth Management Group | 70k | $11M | 0% | Dec 2023 |
|
| Win Advisors | 69k | $13M | 100% | Mar 2024 |
|
| MA Private Wealth | 67k | $11M | 4% | Dec 2023 |
|
| Consolidated Planning Corp | 65k | $10M | 35% | Dec 2023 |
|
| Arq Wealth Advisors | 63k | $9.9M | 19% | Dec 2023 |
|
| Baird Financial | 63k | $9.8M | 0% | Dec 2023 |
|
| Straight Path Wealth Management | 60k | $9.5M | 9% | Dec 2023 |
|
| Well Done | 60k | $11M | -53% | Mar 2024 |
|
| Franklin Resources | 60k | $9.4M | 38% | Dec 2023 |
|
| Two Sigma Investments | 59k | $9.3M | -53% | Dec 2023 |
|
| Jmac Enterprises | 59k | $9.2M | 5% | Dec 2023 |
|
| Stifel Financial | 58k | $9.0M | 12% | Dec 2023 |
|
| Rockefeller Capital Management | 56k | $8.8M | -8% | Dec 2023 |
|
| Beacon Pointe Advisors | 56k | $8.8M | -16% | Dec 2023 |
|
| Rainsberger Wealth Advisors | 51k | $8.0M | -3% | Dec 2023 |
|
| Ewa | 50k | $8.7M | 9% | Dec 2023 |
|
| Citadel Advisors | 49k | $7.7M | -56% | Dec 2023 |
|
| Two Sigma Advisers | 49k | $7.7M | -44% | Dec 2023 |
|
| Dai-Ichi Life Insurance Company | 47k | $7.3M | 8% | Dec 2023 |
|
| Opes Wealth Management | 46k | $7.2M | -1% | Dec 2023 |
|
| Garrett Wealth Advisory Group | 46k | $7.2M | -3% | Dec 2023 |
|
| Rsm Us Wealth Management | 46k | $7.1M | -21% | Dec 2023 |
|
| Chicago Partners Investment | 45k | $8.1M | -2% | Mar 2024 |
|
| Centaurus Financial | 44k | $6.9M | 0% | Dec 2023 |
|
| Great Oak Capital Partners | 43k | $8.0M | -32% | Mar 2024 |
|
| HighTower Advisors | 42k | $6.7M | -3% | Dec 2023 |
|
| Park Avenue Securities | 42k | $7.9M | 1311% | 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 |
|
| Mariner Wealth Advisors | 40k | $6.3M | -5% | Dec 2023 |
|
| Millennium Management | 40k | $6.2M | 100% | Dec 2023 |
|
| Harbour Investments | 38k | $5.9M | 2% | Dec 2023 |
|
| Branch Banking & Trust Company | 37k | $5.9M | 3% | Dec 2023 |
|
| Prime Capital Investment Advisors | 37k | $5.8M | 9% | Dec 2023 |
|
| Atlas Capital Advisors | 36k | $6.8M | 1% | Mar 2024 |
|
| EdgeRock Capital | 36k | $6.2M | -13% | Dec 2023 |
|
| Capital Planning | 35k | $6.5M | -4% | Mar 2024 |
|
| Brickley Wealth Management | 34k | $6.4M | 0% | Mar 2024 |
|
| Atria Investments | 34k | $5.3M | 270% | Dec 2023 |
|
| Creative Planning | 33k | $5.1M | -14% | Dec 2023 |
|
| Wealthsource Partners | 32k | $5.0M | -3% | Dec 2023 |
|
| Orion Portfolio Solutions | 31k | $4.8M | 18% | Dec 2023 |
|
| Us Bancorp | 31k | $4.8M | -1% | Dec 2023 |
|
| Royal Fund Management | 29k | $5.5M | -6% | Mar 2024 |
|
| Atria Wealth Solutions | 29k | $4.6M | -1% | Dec 2023 |
|
| Bryant Woods Investment Advisors | 29k | $4.6M | -29% | Dec 2023 |
|
| Allspring Global Investments Holdings | 29k | $5.4M | 0% | Mar 2024 |
|
| Gallagher Fiduciary Advisors | 28k | $4.5M | 61% | Dec 2023 |
|
| Strategic Investment Advisors / MI | 28k | $5.3M | -7% | Mar 2024 |
|
| Cozad Asset Management | 27k | $4.3M | -13% | Dec 2023 |
|
| Raymond James Trust | 27k | $5.1M | 7% | Mar 2024 |
|
| Van Hulzen Asset Management | 27k | $4.2M | -3% | Dec 2023 |
|
| Goldman Sachs Group | 26k | $4.1M | 2% | Dec 2023 |
|
| Sax Wealth Advisors | 26k | $4.1M | -40% | Dec 2023 |
|
| Haverford Trust Company | 25k | $4.0M | -11% | Dec 2023 |
|
| Arrow Investment Advisors | 25k | $3.9M | 100% | Dec 2023 |
|
| Anderson Hoagland & Co | 23k | $4.3M | 7% | Mar 2024 |
|
| IFG Advisory | 23k | $3.6M | -5% | Dec 2023 |
|
| Townsquare Capital | 22k | $3.5M | -15% | Dec 2023 |
|
| Rinkey Investments | 22k | $3.4M | -5% | Dec 2023 |
|
| Jane Street | 22k | $3.4M | -13% | Dec 2023 |
|
| Southland Equity Partners | 22k | $4.0M | -2% | Mar 2024 |
|
| RHS Financial | 21k | $4.0M | -8% | Mar 2024 |
|
| OVERSEA-CHINESE BANKING Corp | 21k | $3.2M | 0% | Dec 2023 |
|
| Unison Advisors | 21k | $3.8M | 4% | Mar 2024 |
|
| Founders Financial Securities | 21k | $3.8M | 100% | Mar 2024 |
|
| First Business Financial Services | 20k | $3.2M | 0% | Dec 2023 |
|
| Professional Financial Advisors | 20k | $3.8M | -19% | Mar 2024 |
|
| D.A. Davidson & Co. | 20k | $3.1M | -4% | Dec 2023 |
|
| Citigroup | 20k | $3.1M | 438% | Dec 2023 |
|
| Shufro Rose & Co | 19k | $2.7M | -3% | Dec 2023 |
|
| Gladstone Institutional Advisory | 19k | $3.0M | -6% | Dec 2023 |
|
| Intrust Bank Na | 19k | $3.0M | -6% | Dec 2023 |
|
| Kingswood Wealth Advisors | 19k | $3.6M | -3% | Mar 2024 |
|
| Bellwether Advisors | 19k | $2.9M | 0% | Dec 2023 |
|
| Guerra Pan Advisors | 18k | $2.9M | -12% | Dec 2023 |
|
| Betterment | 18k | $2.9M | -12% | Dec 2023 |
|
| SageView Advisory Group | 18k | $3.1M | -21% | Dec 2023 |
|
| Steward Partners Investment Advisory | 18k | $2.8M | -60% | Dec 2023 |
|
| Focus Financial Network | 17k | $2.7M | 100% | Dec 2023 |
|
| Resource Planning Group | 16k | $2.5M | 100% | Dec 2023 |
|
| Advantage Trust | 16k | $2.5M | 100% | Dec 2023 |
|
| Marshall Wace | 16k | $2.5M | 2% | Dec 2023 |
|
| CVA Family Office | 16k | $2.4M | -4% | Dec 2023 |
|
| Audent Global Asset Management | 15k | $2.4M | 10% | Dec 2023 |
|
| Donaldson Capital Management | 15k | $2.8M | -23% | Mar 2024 |
|
| H D Vest Advisory Services | 14k | $2.2M | -13% | Dec 2023 |
|
| Silver Oak Securities | 14k | $2.2M | 709% | Dec 2023 |
|
| ValMark Advisers | 14k | $2.2M | -14% | Dec 2023 |
|
| Legacy Private Trust | 14k | $2.6M | -16% | Mar 2024 |
|
| Eight 31 Financial | 14k | $2.2M | 100% | Dec 2023 |
|
| Baron Financial Group | 14k | $2.1M | -75% | Dec 2023 |
|
| Weaver Consulting Group | 13k | $2.4M | -6% | Mar 2024 |
|
| Biondo Investment Advisors | 12k | $1.9M | 2% | Dec 2023 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 12k | $1.9M | -22% | Dec 2023 |
|
| Parallel Advisors | 12k | $1.9M | -7% | Dec 2023 |
|
| Western Wealth Management | 12k | $1.9M | -5% | Dec 2023 |
|
| Kestra Private Wealth Services | 12k | $1.9M | -29% | Dec 2023 |
|
| Fermata Advisors | 12k | $2.2M | -3% | Mar 2024 |
|
| MAI Wealth Advisors | 12k | $1.8M | -28% | Dec 2023 |
|
| Security Financial Services | 11k | $2.1M | -64% | Mar 2024 |
|
| Merit Financial Group | 11k | $1.8M | -18% | Dec 2023 |
|
| Lincoln National | 11k | $1.7M | -13% | Dec 2023 |
|
| Financial Advocates Investment Management | 11k | $1.7M | -66% | Dec 2023 |
|
| Stratos Wealth Partners | 11k | $2.0M | -70% | Mar 2024 |
|
| Lee Financial | 8.6k | $1.3M | -47% | Dec 2023 |
|
| Eldridge Investment Advisors | 6.2k | $965k | -77% | Dec 2023 |
|
| Shore Point Advisors | 4.8k | $754k | -93% | Dec 2023 |
|
| Sigma Planning | 4.1k | $644k | -93% | Dec 2023 |
|
| Tennessee Valley Asset Management Partners | 1.7k | $324k | -92% | Mar 2024 |
|
| Elevated Capital Advisors | 1.4k | $261k | -93% | Mar 2024 |
|
| Bank Of Montreal | 989.00 | $156k | -99% | Dec 2023 |
|
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 |
| Wolverine Trading | Sep 2023 | 17k | $2.3M |