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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
   OLD MISSION CAPITAL LLC 175 *New 2023-12-31 105,631 $3,622,000 105,631
   GREENWOOD CAPITAL ASSOCIATES LLC 100 *New 2024-03-31 42,504 $1,667,000 42,504
   Resource Planning Group 30 *New 2023-12-31 32,480 $1,114,000 32,480
   Cetera Investment Advisers 1140 *New 2023-12-31 27,193 $932,000 27,193
   Simplicity WealthLLC 648 *New 2024-03-31 16,363 $642,000 16,363
   Sanford Advisory Services LLC 75 *New 2022-12-31 19,102 $589,000 19,102
   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
   Financial Partners Group Inc 102 *New 2024-03-31 12,893 $506,000 12,893
   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
   QRG CAPITAL MANAGEMENT INC. 833 *New 2024-03-31 9,579 $376,000 9,579
   MULTIFINANCIAL SECURITIES CORP 1317 *New 2023-12-31 10,348 $355,000 10,348
   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
   AE Wealth Management LLC 1686 *New 2023-12-31 8,578 $300,000 8,578
   Weaver Consulting Group 186 *New 2024-03-31 5,625 $221,000 5,625
   Oxinas Partners Wealth Management LLC 115 *New 2024-03-31 5,589 $219,000 5,589
   TD Waterhouse Canada Inc. 902 *New 2024-03-31 2,535 $98,000 2,535
   Global Wealth Strategies & Associates 61 *New 2024-03-31 2,450 $96,000 2,450
   Glassman Wealth Services 105 *New 2024-03-31 1,627 $64,000 1,627
   Steward Partners Investment Advisory LLC 2184 *New 2023-12-31 878 $30,000 878
   MATHER GROUP, INC. 1009 *New 2024-03-31 729 $25,000 729
   First Personal Financial Services 255 *New 2024-03-31 371 $15,000 371
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 546 *New 2024-03-31 389 $15,000 389
   BALLAST ADVISORS LLC 161 *New 2024-03-31 225 $9,000 225
   Aspire Private Capital LLC 471 *New 2024-03-31 127 $5,000 127
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1512 *New 2024-03-31 89 $3,000 89
  29 Records found
  1    
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