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Get Institutions for : 
Ishares Msci Usa Momentum Factor (MTUM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 599    21
Total shares held : 
 47,195,977  
% of shares held : 
 5.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -174  
Amount of shares held : 
 -3,470,957  
% of shares held change : 
   -0.42%  
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 :
38
 200,778
 0.43%
 
Increased Positions :
142
 1,360,312
 2.88%
 
Unchanged Positions :
124
 515,768
 1.09%
 
Decreased Positions :
295
-4,647,590
-9.85%
 
Closed Positions :
59
-384,457
-0.81%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 39 - 2023-12-31 7,143,076 $1,120,677,000 229,231
   MERCER GLOBAL ADVISORS INC /ADV 5 - 2023-12-31 6,743,937 $1,058,056,000 198,308
   RAYMOND JAMES & ASSOCIATES 55 - 2024-03-31 2,507,875 $469,850,000 -44,432
   STATE TREASURER STATE OF MICHIGAN 10 - 2024-03-31 1,401,240 $262,522,000 -75,200
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 23 - 2023-12-31 1,646,261 $258,282,000 61,978
   Ronald Blue Trust Inc. - 2024-03-31 1,239,696 $232,257,000 207,306
   MORGAN STANLEY 734 - 2023-12-31 1,366,907 $214,454,000 -32,204
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 32 - 2024-03-31 1,052,751 $197,233,000 -2,246,096
   HPM Partners LLC - 2023-12-31 1,143,615 $179,422,000 -25,182
   SAVANT CAPITAL MANAGEMENT INC 7 - 2023-12-31 1,108,786 $173,957,000 100,463
   ARGI INVESTMENT SERVICES, LLC 2 - 2022-12-31 1,149,454 $167,740,000 75,997
   CWM LLC 28 - 2024-03-31 835,639 $156,557,000 -298,578
   BANK OF AMERICA CORP /DE/ 653 - 2023-12-31 989,490 $155,241,000 -112,464
   EMPIRICAL FINANCIAL SERVICES, LLC 3 - 2023-12-31 819,829 $128,623,000 33,816
   BLACKROCK INC. 1922 - 2023-12-31 807,767 $126,731,000 -168,366
   CI Private Wealth LLC 121 - 2023-12-31 656,220 $102,954,000 3,269
   UBS Group AG 435 - 2023-12-31 591,037 $92,728,000 -31,534
   FMR LLC 1051 - 2023-12-31 571,042 $89,591,000 -66,845
   PNC FINANCIAL SERVICES GROUP INC 181 - 2023-12-31 565,851 $88,776,000 -32,142
   LPL FINANCIAL CORP 319 - 2023-12-31 565,152 $88,667,000 -32,002
   BANK OF NEW YORK MELLON CORP 794 - 2024-03-31 410,158 $76,843,000 42,952
   WELLS FARGO & CO/MN 566 - 2023-12-31 439,654 $68,977,000 47,792
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 192 - 2024-03-31 368,060 $68,956,000 91,170
   AMERIPRISE FINANCIAL INC 649 - 2023-12-31 435,302 $68,331,000 -25,247
   Symmetry Partner LLC 1 - 2024-03-31 332,585 $62,310,000 -204,067
   Apella Capital LLC 8 - 2024-03-31 317,746 $59,072,000 -15,235
   KEYBANK NATIONAL ASSOCIATION/OH 90 - 2023-12-31 356,218 $55,887,000 -17,077
   COMMONWEALTH EQUITY SERVICES LLC. 210 - 2024-03-31 292,031 $54,712,000 18,102
   ROYAL BANK OF CANADA 700 - 2023-12-31 314,902 $49,404,000 -194,721
   Trilogy Capital Inc. 8 - 2024-03-31 252,008 $47,214,000 -17,843
   Advisor Group Holdings Inc. 238 - 2023-12-31 279,389 $43,845,000 -78,707
   J P MORGAN CHASE & CO 1168 - 2023-12-31 268,661 $42,150,000 20,978
   JANNEY MONTGOMERY SCOTT LLC 188 - 2024-03-31 197,226 $36,950,000 722
   Armbruster Capital Management Inc. 2 - 2023-12-31 214,162 $33,600,000 -2,770
   Kathmere Capital Management LLC 5 - 2024-03-31 175,485 $32,877,000 2,730
   Resources Investment Advisors Inc. 41 - 2023-12-31 202,815 $31,820,000 30,293
   Stonehearth Capital Management LLC 2 - 2024-03-31 169,805 $31,813,000 30,365
   MONTICELLO WEALTH MANAGEMENT LLC 7 - 2024-03-31 169,315 $31,721,000 -19,602
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 243 - 2023-12-31 195,241 $30,631,000 1,424
   Integrated Wealth Concepts LLC 32 - 2023-12-31 194,696 $30,546,000 -57,263
   Ameritas Advisory Services LLC 8 - 2023-12-31 185,765 $29,293,000 -25,675
   AE Wealth Management LLC 158 - 2023-12-31 163,536 $27,335,000 59,916
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 18 - 2024-03-31 135,039 $25,300,000 1,917
   Insight Wealth Strategies LLC 4 - 2024-03-31 133,485 $25,008,000 -13,304
   PFS INVESTMENTS INC. 82 - 2023-06-30 161,364 $23,277,000 -206
   Private Advisor Group LLC - 2024-03-31 119,334 $22,357,000 48,519
   CAPTRUST FINANCIAL ADVISORS 225 - 2023-12-31 137,070 $21,505,000 -2,059,297
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 14 - 2024-03-31 114,699 $21,489,000 1,042
   Invst LLC 9 - 2023-12-31 119,165 $20,563,000 -54,155
   CFO4Life Group LLC - 2023-12-31 122,575 $19,231,000 310
   Yeomans Consulting Group Inc. *New 2024-03-31 100,971 $18,917,000 100,971
   OXFORD FINANCIAL GROUP LTD 16 - 2023-12-31 116,735 $18,315,000 -18,416
   FINANCIAL NETWORK 206 - 2023-12-31 116,229 $18,235,000 -4,265
   Wealth Management Solutions LLC 2 - 2023-09-30 128,632 $17,970,000 -2,846
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 290 - 2024-03-31 92,265 $17,286,000 1,317
   Sensible Financial Planning & Management LLC. 7 - 2023-12-31 109,048 $17,109,000 -1,951
   Bell Investment Advisors Inc 8 - 2023-12-31 107,638 $16,887,000 -8,554
   Meredith Wealth Planning 5 - 2024-03-31 88,254 $16,534,000 -1,462
   STRATEGIC INVESTMENT ADVISORS, INC 16 - 2023-12-31 105,343 $16,527,000 3,459
   Summit Wealth Group LLC 2 - 2024-03-31 88,169 $16,518,000 103
   Q3 Asset Management 8 - 2024-03-31 87,329 $16,361,000 22,829
   Glenview Trust Co 67 - 2023-12-31 102,700 $16,113,000 -16,348
   Trinity Wealth Management LLC 2 - 2024-03-31 85,329 $15,986,000 -666
   OPPENHEIMER & CO INC 66 - 2023-12-31 99,893 $15,672,000 -1,024
   CFO4Life L.P. 7 - 2022-12-31 107,257 $15,652,000 72,903
   Journey Advisory Group LLC 10 - 2023-12-31 88,933 $13,953,000 -4,814
   Foundations Investment Advisors LLC 58 - 2023-12-31 81,119 $13,667,000 8,197
   Foster Group Inc. 30 - 2024-03-31 72,923 $13,662,000 6,420
   MA Private Wealth 12 - 2024-03-31 69,593 $13,038,000 2,191
   WIN ADVISORS INC 5 - 2024-03-31 68,704 $12,872,000 68,704
   Consolidated Planning Corp - 2024-03-31 65,634 $12,296,000 506
   M&T BANK CORP 277 - 2023-12-31 78,261 $12,278,000 -17,647
   JMAC ENTERPRISES LLC - 2024-03-31 62,855 $11,776,000 4,361
   Well Done LLC 9 - 2024-03-31 60,021 $11,245,000 -66,495
   Straight Path Wealth Management 4 - 2024-03-31 59,907 $11,224,000 -486
   Sanchez Wealth Management Group 11 - 2023-12-31 70,389 $11,043,000 -98
   MML INVESTORS SERVICES LLC 374 - 2023-12-31 63,281 $9,928,000 -4,908
   ARQ WEALTH ADVISORS LLC 3 - 2023-12-31 62,878 $9,865,000 10,080
   Baird Financial Group Inc. 450 - 2023-12-31 62,621 $9,825,000 -218
   FRANKLIN RESOURCES INC 892 - 2023-12-31 59,950 $9,406,000 16,611
   TWO SIGMA INVESTMENTS LLC 627 - 2023-12-31 59,300 $9,304,000 -67,800
   STIFEL FINANCIAL CORP 813 - 2023-12-31 57,521 $9,026,000 6,299
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 743 - 2023-12-31 57,081 $8,955,000 -13,518
   PRUDENT INVESTORS NETWORK 9 - 2023-09-30 63,920 $8,930,000 4,654
   Rockefeller Capital Management L.P. 494 - 2023-12-31 56,021 $8,789,000 -4,773
   Beacon Pointe Advisors LLC 179 - 2023-12-31 56,017 $8,788,000 -11,050
   EWA LLC 9 - 2023-12-31 50,189 $8,677,000 4,030
   RSM US WEALTH MANAGEMENT LLC 68 - 2024-03-31 46,173 $8,651,000 625
   Garrett Wealth Advisory Group LLC 11 - 2024-03-31 44,545 $8,346,000 -1,437
   Opes Wealth Management LLC 13 - 2024-03-31 44,337 $8,306,000 -1,725
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 346 - 2023-12-31 51,860 $8,136,000 -1,820
   Chicago Partners Investment Group LLC 69 - 2024-03-31 45,133 $8,082,000 -1,077
   GREAT OAK CAPITAL PARTNERS LLC 10 - 2024-03-31 42,939 $8,045,000 -19,998
   Rainsberger Wealth Advisors Inc. - 2023-12-31 51,165 $8,027,000 -1,491
   PARK AVENUE SECURITIES LLC 141 - 2024-03-31 42,016 $7,872,000 39,039
   Mutual Advisors LLC - 2024-03-31 41,577 $7,789,000 33,958
   Financial Architects LLC 7 - 2024-03-31 41,115 $7,703,000 -1,560
   TWO SIGMA ADVISERS, LLC 639 - 2023-12-31 48,900 $7,672,000 -39,200
   Dai-Ichi Life Insurance Company Ltd 134 - 2023-12-31 46,749 $7,334,000 3,452
   Global Wealth Strategies & Associates 7 *New 2024-03-31 37,907 $7,102,000 37,907
  100 Records found
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