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Get Institutions for : 
Ishares Edge Msci Intl Momentum Factor Etf (IMTM)  
$25.80 0.00 (0.00%) as of 4:30 Tue 3/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 113    2
Total shares held : 
 59,321,426  
% of shares held : 
 33.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 2,988,412  
% of shares held change : 
   1.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 259,940
 0.44%
 
Increased Positions :
40
 3,197,646
 5.39%
 
Unchanged Positions :
21
 2,739,840
 4.62%
 
Decreased Positions :
42
-442,059
-0.75%
 
Closed Positions :
8
-27,115
-0.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 5 - 2024-03-31 17,153,804 $672,944,000 904,607
   MERCER GLOBAL ADVISORS INC /ADV 15 - 2023-12-31 14,966,898 $513,215,000 702,034
   ENVESTNET ASSET MANAGEMENT INC 88 - 2023-12-31 14,604,950 $500,804,000 642,064
   VICTORY CAPITAL MANAGEMENT INC 339 - 2024-03-31 1,784,114 $69,991,000 0
   BLACKROCK INC. 2499 - 2024-03-31 1,045,923 $41,032,000 9,542
   Comprehensive Portfolio Management LLC 16 - 2024-03-31 840,030 $32,954,000 6,044
   Klaas Financial Asset Advisors LLC 7 - 2024-03-31 541,482 $21,242,000 1,281
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 15 - 2024-03-31 535,647 $21,013,000 -2,800
   Apella Capital LLC 26 - 2024-03-31 505,230 $19,638,000 -4,646
   Adroit Compliance LLC 6 - 2023-12-31 540,201 $18,523,000 0
   JANNEY MONTGOMERY SCOTT LLC 354 - 2024-03-31 469,331 $18,412,000 38,318
   ATLAS CAPITAL ADVISORS LLC 3 - 2024-03-31 450,956 $17,691,000 65,656
   Armbruster Capital Management Inc. 8 - 2024-03-31 439,989 $17,261,000 -4,504
   RAYMOND JAMES & ASSOCIATES 853 - 2024-03-31 430,826 $16,901,000 193,350
   Kathmere Capital Management LLC 23 - 2024-03-31 343,149 $13,462,000 13,043
   FMR LLC 1701 - 2023-12-31 391,357 $13,420,000 5,855
   ATWOOD & PALMER INC 40 - 2024-03-31 339,846 $13,332,000 -6,049
   Shore Point Advisors LLC 5 - 2024-03-31 329,483 $12,925,000 23,395
   UBS Group AG 1317 - 2023-12-31 369,105 $12,657,000 -3,775
   JANE STREET GROUP LLC 790 - 2023-12-31 360,767 $12,371,000 360,767
   CABOT MONEY MANAGEMENT INC 26 - 2024-03-31 312,846 $12,273,000 -9,579
   CGC Financial Services LLC 5 - 2024-03-31 271,311 $10,644,000 -3,104
   SEGMENT WEALTH MANAGEMENT, LLC 45 - 2024-03-31 270,559 $10,614,000 264,229
   FAMILY CAPITAL TRUST CO 5 - 2024-03-31 250,922 $9,841,000 95
   MARINER WEALTH ADVISORS, LLC 496 - 2023-12-31 268,637 $9,212,000 7,360
   Equitable Holdings Inc. 152 - 2023-12-31 255,468 $8,760,000 13,881
   Meredith Wealth Planning 7 - 2024-03-31 221,640 $8,695,000 191
   AMERIPRISE FINANCIAL INC 1869 - 2023-12-31 247,838 $8,497,000 18,524
   Straight Path Wealth Management 5 - 2024-03-31 205,652 $8,068,000 3,087
   MORGAN STANLEY 3709 - 2023-12-31 174,581 $5,986,000 31,073
   BANK OF AMERICA CORP /DE/ 2850 - 2023-12-31 152,071 $5,215,000 33,309
   Opes Wealth Management LLC 29 - 2024-03-31 122,984 $4,825,000 -5,904
   LPL FINANCIAL CORP 1878 - 2024-03-31 111,957 $4,392,000 22,253
   MONTICELLO WEALTH MANAGEMENT LLC 49 - 2024-03-31 109,626 $4,301,000 -102,062
   GREAT OAK CAPITAL PARTNERS LLC 12 - 2024-03-31 99,639 $3,909,000 -49,760
   ROYAL BANK OF CANADA 2073 - 2023-12-31 113,445 $3,890,000 -2,612
   OLD MISSION CAPITAL LLC 175 *New 2023-12-31 105,631 $3,622,000 105,631
   CAPITAL ADVISORS INC/OK 105 - 2024-03-31 91,334 $3,583,000 291
   Tacita Capital Inc 10 - 2023-12-31 101,955 $3,496,000 -11,720
   Financial Advisory Service Inc. 75 - 2024-03-31 84,993 $3,334,000 -1,261
   Occidental Asset Management LLC 62 - 2024-03-31 68,606 $2,691,000 909
   Unison Advisors LLC 50 - 2024-03-31 68,574 $2,690,000 3,465
   SHUFRO ROSE & CO LLC 64 - 2024-03-31 66,247 $2,599,000 10,650
   Private Advisor Group LLC 741 - 2024-03-31 59,306 $2,327,000 31,174
   Columbus Macro LLC 32 - 2024-03-31 55,086 $2,161,000 462
   Smartleaf Asset Management LLC 43 - 2024-03-31 61,732 $2,113,000 32,622
   Betterment LLC 160 - 2024-03-31 46,545 $1,826,000 1,368
   MorganRosel Wealth Management LLC 27 - 2024-03-31 45,859 $1,799,000 -7,582
   GREENWOOD CAPITAL ASSOCIATES LLC 100 *New 2024-03-31 42,504 $1,667,000 42,504
   Brickley Wealth Management 20 - 2024-03-31 42,248 $1,657,000 0
   Southland Equity Partners LLC 39 - 2024-03-31 41,296 $1,620,000 -429
   AMERIVEST INVESTMENT MANAGEMENT LLC 99 - 2023-06-30 46,118 $1,531,000 -7,143
   COMMONWEALTH EQUITY SERVICES LLC. 1986 - 2024-03-31 36,150 $1,418,000 -2,365
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 536 - 2023-12-31 40,910 $1,403,000 -1,170
   Resource Planning Group 30 *New 2023-12-31 32,480 $1,114,000 32,480
   MML INVESTORS SERVICES LLC 1337 - 2023-12-31 30,069 $1,031,000 523
   DOPKINS WEALTH MANAGEMENT LLC 24 - 2024-03-31 26,266 $1,030,000 1,666
   Professional Financial Advisors LLC 57 - 2024-03-31 25,528 $1,001,000 -1,607
   Glass Jacobson Investment Advisors llc 88 - 2024-03-31 24,273 $952,000 1,808
   Cetera Investment Advisers 1140 *New 2023-12-31 27,193 $932,000 27,193
   Ackerman Capital Advisors LLC 54 - 2024-03-31 22,763 $893,000 -242
   RHS Financial LLC 48 - 2024-03-31 22,767 $893,000 10,393
   CAPROCK Group Inc. 296 - 2024-03-31 20,209 $793,000 38
   BROWN ADVISORY HOLDINGS INC 834 - 2024-03-31 20,074 $788,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1059 - 2023-12-31 21,859 $750,000 253
   NBC SECURITIES INC. 323 - 2024-03-31 18,086 $719,000 3,704
   Integrated Wealth Concepts LLC 855 - 2023-12-31 20,582 $706,000 0
   Simplicity WealthLLC 648 *New 2024-03-31 16,363 $642,000 16,363
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3122 - 2024-03-31 16,174 $635,000 -15,212
   Sanford Advisory Services LLC 75 *New 2022-12-31 19,102 $589,000 19,102
   NorthCrest Asset Manangement LLC 357 - 2024-03-31 14,871 $583,000 7,837
   Sawtooth Asset Management Inc. 621 - 2023-12-31 16,599 $569,000 -898
   PARK AVENUE SECURITIES LLC 912 *New 2024-03-31 13,989 $549,000 13,989
   Steward Financial Group LLC 31 *New 2023-09-30 16,716 $526,000 16,716
   Advisory Alpha LLC 211 - 2024-03-31 13,003 $510,000 0
   Streettalk Advisors LLC 259 - 2024-03-31 12,964 $509,000 -1,987
   Financial Partners Group Inc 102 *New 2024-03-31 12,893 $506,000 12,893
   Bell Investment Advisors Inc 66 - 2024-03-31 12,531 $492,000 -136
   Envestnet Portfolio Solutions Inc. 1165 *New 2024-03-31 11,519 $452,000 11,519
   Sowell Financial Services LLC 466 *New 2024-03-31 11,023 $432,000 11,023
   SpiderRock Advisors LLC 434 *New 2024-03-31 10,808 $416,000 10,808
   Waterloo Capital L.P. 240 - 2023-12-31 12,134 $416,000 71
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2624 - 2024-03-31 10,572 $415,000 599
   HIGHTOWER ADVISORS, LLC 2405 - 2024-03-31 10,167 $399,000 -5,519
   Lodestone Wealth Management LLC 110 - 2024-03-31 9,602 $377,000 0
   QRG CAPITAL MANAGEMENT INC. 833 *New 2024-03-31 9,579 $376,000 9,579
   Pine Valley Investments Ltd Liability Co 333 - 2024-03-31 9,237 $362,000 -204
   MULTIFINANCIAL SECURITIES CORP 1317 *New 2023-12-31 10,348 $355,000 10,348
   PRIVATE CAPITAL MANAGEMENT LLC 127 - 2024-03-31 9,041 $355,000 1,584
   HPM Partners LLC *New 2023-12-31 10,214 $350,000 10,214
   Prime Capital Investment Advisors LLC *New 2023-12-31 9,993 $343,000 9,993
   ADE LLC 61 - 2024-03-31 8,216 $322,000 0
   AE Wealth Management LLC 1686 *New 2023-12-31 8,578 $300,000 8,578
   M&T BANK CORP 1326 - 2024-03-31 7,643 $300,000 0
   Strategic Blueprint LLC 492 - 2024-03-31 7,396 $290,000 0
   Seed Wealth Management Inc. 94 - 2024-03-31 7,400 $287,000 0
   COMERICA BANK 2152 - 2023-12-31 7,675 $263,000 38
   ALESCO ADVISORS LLC 167 - 2024-03-31 6,325 $248,000 0
   LexAurum Advisors LLC 255 - 2024-03-31 6,132 $241,000 -63
   Weaver Consulting Group 186 *New 2024-03-31 5,625 $221,000 5,625
  100 Records found
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