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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Yeomans Consulting Group Inc. *New 2024-03-31 100,971 $18,917,000 100,971
   Global Wealth Strategies & Associates 7 *New 2024-03-31 37,907 $7,102,000 37,907
   Prostatis Group LLC 13 *New 2023-03-31 28,275 $3,967,000 28,275
   ARROW INVESTMENT ADVISORS, LLC 11 *New 2023-12-31 24,686 $3,873,000 24,686
   FOUNDERS FINANCIAL SECURITIES LLC 57 *New 2024-03-31 20,470 $3,835,000 20,470
   DAVENPORT & CO LLC *New 2024-03-31 18,826 $3,527,000 18,826
   Resource Planning Group 17 *New 2023-12-31 16,231 $2,546,000 16,231
   DORSEY WRIGHT & ASSOCIATES 70 *New 2023-12-31 14,509 $2,276,000 14,509
   Genesee Capital Advisors LLC 24 *New 2024-03-31 10,314 $1,932,000 10,314
   EWG Elevate Inc. 46 *New 2024-03-31 9,160 $1,716,000 9,160
   Plan Group Financial LLC 22 *New 2024-03-31 8,823 $1,653,000 8,823
   Simplicity WealthLLC 415 *New 2024-03-31 8,034 $1,505,000 8,034
   BEACON FINANCIAL GROUP 139 *New 2023-12-31 8,189 $1,285,000 8,189
   Veriti Management LLC 252 *New 2024-03-31 6,503 $1,218,000 6,503
   CHAPIN DAVIS INC. 56 *New 2024-03-31 6,200 $1,162,000 6,200
   Centennial Wealth Advisory LLC 34 *New 2024-03-31 6,115 $1,146,000 6,115
   HANCOCK HOLDING CO 288 *New 2023-12-31 7,240 $1,136,000 7,240
   Sierra Capital LLC 69 *New 2024-03-31 6,065 $1,136,000 6,065
   Steward Financial Group LLC 22 *New 2023-09-30 7,744 $1,081,000 7,744
   L.M. KOHN & COMPANY 72 *New 2024-03-31 5,452 $1,021,000 5,452
   Benchmark Investment Advisors LLC 134 *New 2023-12-31 5,743 $901,000 5,743
   BCJ Capital Management LLC 131 *New 2023-12-31 5,743 $901,000 5,743
   Archvest Wealth Advisors Inc. *New 2024-03-31 3,934 $738,000 3,934
   Sawtooth Asset Management Inc. 618 *New 2023-12-31 3,645 $572,000 3,645
   LIBERTY WEALTH MANAGEMENT LLC 99 *New 2024-03-31 2,920 $547,000 2,920
   MTM Investment Management LLC 115 *New 2024-03-31 2,523 $473,000 2,523
   First Bank & Trust 128 *New 2024-03-31 2,526 $473,000 2,526
   Belpointe Asset Management LLC 386 *New 2023-12-31 2,978 $467,000 2,978
   GTS SECURITIES LLC 974 *New 2023-12-31 2,670 $419,000 2,670
   BAROMETER CAPITAL MANAGEMENT INC. 102 *New 2023-12-31 2,600 $408,000 2,600
   Secure Asset Management LLC *New 2024-03-31 1,928 $361,000 1,928
   Vident Advisory LLC 980 *New 2023-12-31 2,003 $314,000 2,003
   MinichMacGregor Wealth Management LLC 86 *New 2024-03-31 1,602 $300,000 1,602
   Connecticut Wealth Management LLC *New 2024-03-31 1,568 $294,000 1,568
   Edge Capital Group LLC 257 *New 2023-12-31 1,835 $288,000 1,835
   Aveo Capital Partners LLC 279 *New 2023-12-31 1,793 $281,000 1,793
   COLTON GROOME FINANCIAL ADVISORS LLC 97 *New 2024-03-31 1,438 $269,000 1,438
   EQIS CAPITAL MANAGEMENT, INC. 654 *New 2023-12-31 1,581 $248,000 1,581
   Laurel Wealth Advisors Inc. 576 *New 2022-12-31 1,649 $241,000 1,649
   WILEY BROS.-AINTREE CAPITAL LLC 421 *New 2024-03-31 1,261 $236,000 1,261
   Inscription Capital LLC 160 *New 2024-03-31 1,250 $232,000 1,250
   Willis Johnson & Associates Inc. 138 *New 2024-03-31 1,190 $223,000 1,190
   Rappaport Reiches Capital Management LLC 90 *New 2024-03-31 1,179 $221,000 1,179
   Americana Partners LLC *New 2023-12-31 1,393 $219,000 1,393
   Royal Harbor Partners LLC *New 2024-03-31 1,146 $215,000 1,146
   Arete Wealth Advisors LLC 663 *New 2023-12-31 1,346 $211,000 1,346
   Summit Investment Advisory Services LLC 63 *New 2024-03-31 1,107 $207,000 1,107
   Bordeaux Wealth Advisors LLC 111 *New 2024-03-31 1,103 $207,000 1,103
   FINANCIAL COUNSELORS INC 556 *New 2024-03-31 1,095 $205,000 1,095
   New Hampshire Trust 167 *New 2024-03-31 1,095 $205,000 1,095
   Quantinno Capital Management LP 1050 *New 2023-12-31 1,302 $204,000 1,302
   Del-Sette Capital Management LLC *New 2024-03-31 1,073 $201,000 1,073
   Sculati Wealth Management LLC 98 *New 2023-12-31 1,281 $201,000 1,281
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 230 *New 2024-03-31 832 $153,000 832
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 193 *New 2024-03-31 681 $128,000 681
   Ahrens Investment Partners LLC 254 *New 2023-03-31 567 $79,000 567
   MATHER GROUP, INC. 807 *New 2024-03-31 425 $67,000 425
   FAMILY CAPITAL TRUST CO 53 *New 2024-03-31 183 $34,000 183
   AlphaCore Capital LLC 283 *New 2023-12-31 214 $34,000 214
   GAMMA Investing LLC 1378 *New 2024-03-31 157 $29,000 157
   WOODMONT INVESTMENT COUNSEL LLC 313 *New 2024-03-31 150 $28,000 150
   First Personal Financial Services 218 *New 2024-03-31 146 $27,000 146
   Scarborough Advisors LLC 265 *New 2023-12-31 147 $23,000 147
   MCMILLION CAPITAL MANAGEMENT INC 128 *New 2023-06-30 140 $20,000 140
   Strategic Investment Solutions Inc. /IL 405 *New 2023-12-31 86 $13,000 86
   City State Bank 511 *New 2024-03-31 44 $8,000 44
   West Tower Group LLC 426 *New 2023-12-31 32 $5,000 32
   ISLAY CAPITAL MANAGEMENT LLC 202 *New 2023-12-31 13 $2,000 13
  68 Records found
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