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 |
|---|---|---|---|---|---|
| Summit Wealth Group | 11M | $78k | 16086% | Mar 2023 |
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| Envestnet Asset Management | 6.8M | $942M | -32% | Mar 2023 |
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| Mercer Global Advisors | 5.8M | $802M | 8% | Mar 2023 |
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| Raymond James & Associates | 2.8M | $394M | 5% | Mar 2023 |
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| FMR | 2.4M | $334M | -44% | Mar 2023 |
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| Morgan Stanley | 2.3M | $342M | 100% | Dec 2022 |
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| Wealth Enhancement Advisory Services | 2.1M | $298M | 1% | Mar 2023 |
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| Captrust Financial Advisors | 1.9M | $266M | 10% | Mar 2023 |
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| State Treasurer State Of Michigan | 1.9M | $261M | 6% | Mar 2023 |
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| Bank of America Corporation | 1.8M | $249M | -12% | Mar 2023 |
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| Assetmark | 1.4M | $194M | 2% | Mar 2023 |
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| CWM | 1.3M | $177M | -29% | Mar 2023 |
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| ARGI Investment Services | 1.1M | $168M | 7% | Dec 2022 |
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| BlackRock | 1.1M | $149M | -42% | Mar 2023 |
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| Ronald Blue Trust | 1.1M | $154M | 0% | Mar 2023 |
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| Savant Capital Management | 837k | $116M | 5% | Mar 2023 |
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| LPL Financial | 836k | $116M | -43% | Mar 2023 |
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| UBS Group | 815k | $113M | -12% | Mar 2023 |
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| Pnc Financial Services | 726k | $106M | -6% | Dec 2022 |
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| Wells Fargo & Company | 708k | $103M | 6% | Dec 2022 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 702k | $98M | 10% | Mar 2023 |
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| CI Private Wealth | 632k | $88M | 2% | Mar 2023 |
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| Ameriprise Financial | 549k | $76M | -9% | Mar 2023 |
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| Oxford Financial | 528k | $77M | -1% | Dec 2022 |
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| Bank of New York Mellon | 521k | $73M | -18% | Mar 2023 |
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| Keybank National Association | 483k | $67M | -11% | Mar 2023 |
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| Commonwealth Equity Services | 429k | $60M | -1% | Mar 2023 |
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| Jpmorgan Chase & Co | 413k | $57M | -38% | Mar 2023 |
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| Monticello Wealth Management | 408k | $59M | -2% | Mar 2023 |
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| Raymond James Financial Services Advisors | 391k | $54M | -2% | Mar 2023 |
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| Mariner Wealth Advisors | 388k | $57M | 2% | Dec 2022 |
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| Royal Bank of Canada | 382k | $56M | 0% | Dec 2022 |
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| Integrated Wealth Concepts | 373k | $52M | -5% | Mar 2023 |
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| Advisor Group Holdings | 350k | $49M | -49% | Mar 2023 |
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| Symmetry Partner | 346k | $48M | 10% | Mar 2023 |
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| Synovus Financial Corp. | 343k | $48M | 100% | Mar 2023 |
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| RFG Advisory | 333k | $46M | -4% | Mar 2023 |
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| Trilogy Capital | 287k | $40M | 3% | Mar 2023 |
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| Apella Capital | 277k | $40M | 23% | Dec 2022 |
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| Bank Of Montreal | 270k | $40M | -13% | Dec 2022 |
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| Daido Life Insurance | 242k | $34M | 0% | Mar 2023 |
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| Baird Financial | 230k | $34M | -4% | Dec 2022 |
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| Ameritas Advisory Services | 217k | $31M | -5% | Mar 2023 |
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| Janney Montgomery Scott | 212k | $30M | -58% | Mar 2023 |
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| Armbruster Capital Management | 210k | $29M | -1% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 205k | $30M | 13% | Dec 2022 |
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| Intelligence Driven Advisers | 189k | $27M | 0% | Mar 2023 |
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| Financial Network Investment Corporation | 175k | $26M | 58% | Dec 2022 |
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| Pfs Investments | 162k | $23M | -32% | Mar 2023 |
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| Kathmere Capital Management | 161k | $22M | 0% | Mar 2023 |
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| Wealth Management Solutions | 160k | $22M | 12% | Mar 2023 |
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| Insight Wealth Strategies | 157k | $22M | -4% | Mar 2023 |
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| Resources Investment Advisors | 154k | $21M | -45% | Mar 2023 |
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| Foundations Investment Advisors | 153k | $21M | 30% | Mar 2023 |
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| Well Done | 151k | $21M | -1% | Mar 2023 |
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| Burt Wealth Advisors | 150k | $21M | 5% | Mar 2023 |
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| Stifel Financial | 147k | $21M | 65% | Dec 2022 |
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| AE Wealth Management | 145k | $20M | -37% | Mar 2023 |
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| Cornerstone Wealth Group | 143k | $20M | 1% | Mar 2023 |
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| Meredith Wealth Planning | 135k | $19M | 9% | Mar 2023 |
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| Mml Investors Services | 135k | $19M | -55% | Mar 2023 |
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| Cobblestone Capital Advisors | 134k | $19M | 2% | Mar 2023 |
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| Lee Financial | 133k | $19M | -3% | Mar 2023 |
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| Equitable Holdings | 133k | $18M | 7% | Mar 2023 |
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| Bell Investment Advisors | 127k | $18M | -3% | Mar 2023 |
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| CFO4Life | 125k | $17M | 16% | Mar 2023 |
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| Oppenheimer & Co | 114k | $16M | 5% | Mar 2023 |
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| Cambridge Investment Research Advisors | 113k | $16M | -21% | Mar 2023 |
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| Glenview Trust | 112k | $16M | 8% | Mar 2023 |
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| M^T Bank Corporation | 108k | $15M | -82% | Mar 2023 |
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| CFO4Life | 107k | $16M | 100% | Dec 2022 |
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| Adaptive Financial Consulting | 107k | $16M | 1% | Dec 2022 |
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| Sensible Financial Planning & Management | 106k | $15M | 4% | Mar 2023 |
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| Forefront Analytics | 103k | $14M | -3% | Mar 2023 |
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| Jane Street | 103k | $14M | 4900% | Mar 2023 |
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| Journey Advisory Group | 103k | $14M | 3852% | Mar 2023 |
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| Stonehearth Capital Management | 99k | $14M | 3% | Mar 2023 |
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| Alan Leist III | 96k | $13M | -1% | Mar 2023 |
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| Donaldson Capital Management | 91k | $13M | 5% | Mar 2023 |
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| Clear Creek Financial Management | 85k | $12M | 19% | Mar 2023 |
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| Private Advisor | 85k | $12M | -6% | Mar 2023 |
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| Branch Banking & Trust Company | 82k | $11M | -31% | Mar 2023 |
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| Trinity Wealth Management | 82k | $11M | 4% | Mar 2023 |
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| Rsm Us Wealth Management | 78k | $11M | 100% | Mar 2023 |
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| Sax Wealth Advisors | 78k | $11M | -7% | Mar 2023 |
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| Acropolis Investment Management | 77k | $11M | 100% | Mar 2023 |
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| HighTower Advisors | 75k | $10M | -16% | Mar 2023 |
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| Change Path | 71k | $10M | 529% | Dec 2022 |
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| Sanchez Wealth Management Group | 69k | $9.5M | 0% | Mar 2023 |
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| Citadel Advisors | 68k | $9.5M | -88% | Mar 2023 |
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| Beacon Pointe Advisors | 68k | $9.4M | -2% | Mar 2023 |
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| Stratos Wealth Partners | 67k | $9.4M | -19% | Mar 2023 |
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| Goldman Sachs Group | 67k | $9.3M | 165% | Mar 2023 |
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| Rockefeller Capital Management | 66k | $9.1M | -5% | Mar 2023 |
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| Cassia Capital Partners | 65k | $9.1M | -1% | Mar 2023 |
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| Stokes Family Office | 64k | $9.0M | -63% | Mar 2023 |
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| Dai-Ichi Life Insurance Company | 64k | $8.9M | -9% | Mar 2023 |
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| Shore Point Advisors | 63k | $8.8M | 6% | Mar 2023 |
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| Sigma Planning | 62k | $8.7M | -3% | Mar 2023 |
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| Lido Advisors | 61k | $8.5M | -2% | Mar 2023 |
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| Prudent Investors Network | 61k | $8.4M | -12% | Mar 2023 |
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| New Millennium Group | 59k | $8.2M | 1% | Mar 2023 |
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| Steward Partners Investment Advisory | 59k | $8.6M | 31% | Dec 2022 |
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| Chicago Partners Investment | 58k | $8.4M | -4% | Mar 2023 |
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| Arq Wealth Advisors | 58k | $8.0M | -29% | Mar 2023 |
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| Park Avenue Securities | 57k | $7.9M | -86% | Mar 2023 |
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| Foster Group | 56k | $7.8M | 6% | Mar 2023 |
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| Baron Financial Group | 55k | $7.7M | 1% | Mar 2023 |
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| Centaurus Financial | 54k | $7.6M | -3% | Mar 2023 |
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| Jmac Enterprises | 54k | $7.5M | 96% | Mar 2023 |
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| Rainsberger Wealth Advisors | 53k | $7.3M | 0% | Mar 2023 |
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| KilterHowling | 52k | $7.3M | 9% | Mar 2023 |
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| IFG Advisory | 52k | $7.2M | -20% | Mar 2023 |
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| Sterling Group Wealth Management | 51k | $7.1M | 1% | Mar 2023 |
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| Goodman & Company, Investment Counsel | 51k | $7.5M | -5% | Dec 2022 |
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| MA Private Wealth | 51k | $7.1M | 20% | Mar 2023 |
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| Creative Planning | 51k | $7.4M | -5% | Dec 2022 |
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| Berkshire Money Management | 50k | $7.0M | 0% | Mar 2023 |
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| Tacita Capital | 50k | $7.0M | 1% | Mar 2023 |
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| GRT Capital Partners | 50k | $6.9M | 16% | Mar 2023 |
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| Ewa | 48k | $6.8M | 100% | Mar 2023 |
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| Tennessee Valley Asset Management Partners | 48k | $6.7M | 81% | Mar 2023 |
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| Garrett Wealth Advisory Group | 48k | $6.6M | 0% | Mar 2023 |
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| EdgeRock Capital | 46k | $6.4M | -30% | Mar 2023 |
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| Franklin Resources | 46k | $6.4M | -44% | Mar 2023 |
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| Consolidated Planning Corp | 46k | $6.3M | -1% | Mar 2023 |
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| New York Life Investment Management | 44k | $6.1M | -35% | Mar 2023 |
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| Multi-Financial Securities | 44k | $6.4M | 186% | Dec 2022 |
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| Opes Wealth Management | 44k | $6.0M | 1% | Mar 2023 |
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| Nova R Wealth | 43k | $6.0M | 12% | Mar 2023 |
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| Kestra Advisory Services | 43k | $5.9M | -58% | Mar 2023 |
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| Tower Research Capital | 42k | $5.9M | 4240200% | Mar 2023 |
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| Legacy Private Trust | 42k | $5.9M | -27% | Mar 2023 |
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| Bryant Woods Investment Advisors | 42k | $5.8M | -1% | Mar 2023 |
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| Haverford Trust Company | 42k | $5.8M | 9% | Mar 2023 |
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| Wolverine Trading | 41k | $5.6M | 711% | Mar 2023 |
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| Merit Financial Group | 40k | $5.6M | -45% | Mar 2023 |
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| Journey Strategic Wealth | 40k | $5.6M | 100% | Mar 2023 |
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| Security Financial Services | 40k | $5.5M | 6% | Mar 2023 |
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| Wealthsource Partners | 40k | $5.5M | -68% | Mar 2023 |
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| Deane Retirement Strategies | 39k | $5.5M | 6% | Mar 2023 |
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| Royal Fund Management | 39k | $5.4M | -9% | Mar 2023 |
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| 360 Financial | 39k | $5.4M | -13% | Mar 2023 |
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| Harbour Investments | 39k | $5.4M | 35% | Mar 2023 |
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| Atlas Capital Advisors | 38k | $5.3M | -4% | Mar 2023 |
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| Professional Financial Advisors | 38k | $6.4M | 36% | Mar 2023 |
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| Anderson Hoagland & Co | 38k | $5.3M | -38% | Mar 2023 |
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| Atria Wealth Solutions | 38k | $5.2M | -61% | Mar 2023 |
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| Burns Wealth Management | 36k | $5.1M | 0% | Mar 2023 |
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| Capital Planning | 36k | $5.0M | 15% | Mar 2023 |
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| Financial Advocates Investment Management | 36k | $4.9M | -3% | Mar 2023 |
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| Us Bancorp | 35k | $4.9M | -10% | Mar 2023 |
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| Scotia Capital | 34k | $4.7M | -27% | Mar 2023 |
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| SageView Advisory Group | 34k | $4.7M | -34% | Mar 2023 |
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| Cetera Investment Advisers | 33k | $4.5M | -73% | Mar 2023 |
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| Lansing Street Advisors | 31k | $4.4M | -16% | Mar 2023 |
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| Susquehanna International | 31k | $4.3M | -14% | Mar 2023 |
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| Van Hulzen Asset Management | 30k | $4.2M | -57% | Mar 2023 |
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| First Republic Investment Management | 29k | $4.0M | -32% | Mar 2023 |
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| Ullmann Financial | 27k | $3.7M | -27% | Mar 2023 |
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| Goss Wealth Management | 22k | $3.1M | -65% | Mar 2023 |
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| Atria Investments | 22k | $3.0M | -67% | Mar 2023 |
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| CFS Investment Advisory Services | 19k | $2.7M | -67% | Mar 2023 |
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| Western Wealth Management | 19k | $2.8M | -50% | Dec 2022 |
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| Santori & Peters | 17k | $2.3M | -76% | Mar 2023 |
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| ONE Advisory Partners | 12k | $1.7M | -73% | Mar 2023 |
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| Prime Capital Investment Advisors | 9.6k | $1.3M | -74% | Mar 2023 |
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| Carnegie Capital Asset Management | 8.6k | $1.2M | -82% | Mar 2023 |
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| IFP Advisors | 7.9k | $882k | -86% | Mar 2023 |
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| Two Sigma Investments | 6.7k | $932k | -85% | Mar 2023 |
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| Market Street Wealth Management Advisors | 5.3k | $742k | -86% | Mar 2023 |
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| Williams Financial | 3.7k | $521k | -93% | Mar 2023 |
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| Money Matters Financial | 2.9k | $420k | -95% | Mar 2023 |
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| Bank Julius Baer & Co. Ltd, Zurich | 920.00 | $128k | -99% | Mar 2023 |
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| Horizon Investments | 764.00 | $106k | -100% | Mar 2023 |
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| Sound Financial Strategies Group | 625.00 | $87k | -99% | Mar 2023 |
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| Quent Capital | 365.00 | $51k | -100% | Mar 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 |
|---|---|---|---|
| International Assets Investment Management | Dec 2022 | 581k | $20M |
| JB Capital | Dec 2022 | 109k | $16M |
| Tillar-Wenstrup Advisors | Dec 2022 | 99k | $14M |
| Hrt Financial | Sep 2022 | 69k | $9.1M |
| Thrivent Financial for Lutherans | Dec 2022 | 42k | $6.1M |
| Pettinga Financial Advisors | Dec 2022 | 38k | $5.6M |