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Ishares Tr Msci Usa Momentum Factor shares owned by Investment Research & Advisory Group

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Investment Research & Advisory Group from 13F filings

Historical chart of Investment Research & Advisory Group investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Investment Research & Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 45 342.82

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View all positions for Investment Research & Advisory Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
Morgan Stanley
BlackRock
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Bank of America Corporation
CWM
Assetmark
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor