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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
   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
   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
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 3 - 2023-12-31 819,829 $128,623,000 33,816
   CI Private Wealth LLC 121 - 2023-12-31 656,220 $102,954,000 3,269
   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
   COMMONWEALTH EQUITY SERVICES LLC. 210 - 2024-03-31 292,031 $54,712,000 18,102
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 243 - 2023-12-31 195,241 $30,631,000 1,424
   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
   Private Advisor Group LLC - 2024-03-31 119,334 $22,357,000 48,519
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 14 - 2024-03-31 114,699 $21,489,000 1,042
   CFO4Life Group LLC - 2023-12-31 122,575 $19,231,000 310
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 290 - 2024-03-31 92,265 $17,286,000 1,317
   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
   CFO4Life L.P. 7 - 2022-12-31 107,257 $15,652,000 72,903
   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
   JMAC ENTERPRISES LLC - 2024-03-31 62,855 $11,776,000 4,361
   ARQ WEALTH ADVISORS LLC 3 - 2023-12-31 62,878 $9,865,000 10,080
   FRANKLIN RESOURCES INC 892 - 2023-12-31 59,950 $9,406,000 16,611
   STIFEL FINANCIAL CORP 813 - 2023-12-31 57,521 $9,026,000 6,299
   PRUDENT INVESTORS NETWORK 9 - 2023-09-30 63,920 $8,930,000 4,654
   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
   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
   Dai-Ichi Life Insurance Company Ltd 134 - 2023-12-31 46,749 $7,334,000 3,452
   ATLAS CAPITAL ADVISORS LLC 25 - 2024-03-31 36,078 $6,759,000 450
   SCOTIA CAPITAL INC. 210 - 2023-12-31 40,588 $6,368,000 24,074
   MILLENNIUM MANAGEMENT LLC 1690 - 2023-12-31 39,603 $6,213,000 39,603
   HARBOUR INVESTMENTS INC. 69 - 2023-12-31 37,476 $5,880,000 605
   BB&T CORP 805 - 2023-12-31 37,445 $5,875,000 1,129
   Prime Capital Investment Advisors LLC - 2023-12-31 36,995 $5,804,000 2,994
   ATRIA INVESTMENTS LLC 283 - 2023-12-31 33,703 $5,288,000 24,583
   RAYMOND JAMES TRUST CO 162 - 2024-03-31 27,111 $5,079,000 1,731
   Orion Portfolio Solutions LLC 309 - 2023-12-31 30,899 $4,828,000 4,822
   Gallagher Fiduciary Advisors LLC 26 - 2023-12-31 28,404 $4,456,000 10,735
   ANDERSON HOAGLAND & CO 55 - 2024-03-31 23,045 $4,267,000 1,477
   Csenge Advisory Group - 2024-03-31 22,283 $4,175,000 992
   GOLDMAN SACHS GROUP INC/ 2685 - 2023-12-31 26,191 $4,109,000 469
   Qube Research & Technologies Ltd 970 - 2023-12-31 25,463 $3,995,000 9,863
   Unison Advisors LLC 34 - 2024-03-31 20,482 $3,837,000 784
   Sanford Advisory Services LLC 23 - 2022-12-31 25,678 $3,747,000 12,389
   CVA Family Office LLC 38 - 2024-03-31 18,443 $3,455,000 2,988
   CLS INVESTMENT FIRM LLC 299 - 2022-12-31 22,179 $3,237,000 3,491
   CITIGROUP INC 1346 - 2023-12-31 19,483 $3,057,000 15,859
   Sigma Planning Corp - 2024-03-31 15,073 $2,824,000 10,968
   MARSHALL WACE LLP 933 - 2023-12-31 15,644 $2,454,000 240
   Western Wealth Management LLC 112 - 2024-03-31 13,022 $2,440,000 924
   LINCOLN NATIONAL CORP - 2024-03-31 12,775 $2,393,000 1,709
   Audent Global Asset Management LLC 14 - 2023-12-31 15,074 $2,365,000 1,391
   Geneos Wealth Management Inc. - 2024-03-31 11,859 $2,222,000 640
   SILVER OAK SECURITIES Inc 72 - 2023-12-31 14,078 $2,209,000 12,337
   PEDDOCK CAPITAL ADVISORS LLC - 2024-03-31 11,304 $2,118,000 1,616
   CFS Investment Advisory Services LLC 47 - 2023-12-31 13,075 $2,051,000 300
   Financial Advocates Investment Management - 2024-03-31 11,387 $1,954,000 425
   BIONDO INVESTMENT ADVISORS LLC 48 - 2023-12-31 12,341 $1,936,000 245
   Smartleaf Asset Management LLC - 2024-03-31 12,059 $1,899,000 4,683
   Envestnet Portfolio Solutions Inc. 613 - 2023-12-31 11,658 $1,829,000 133
   Avestar Capital LLC 63 - 2023-12-31 11,542 $1,811,000 2,572
   TFB Advisors LLC - 2024-03-31 10,209 $1,790,000 2,142
   Apollon Wealth Management LLC - 2024-03-31 8,359 $1,566,000 174
   New England Private Wealth Advisors LLC 59 - 2023-12-31 9,639 $1,512,000 25
   MCKINLEY CARTER WEALTH SERVICES, INC. 134 - 2024-03-31 7,880 $1,476,000 171
   UMA Financial Services Inc. 50 - 2024-03-31 7,927 $1,440,000 60
   Sound Income Strategies LLC 115 - 2024-03-31 7,579 $1,420,000 7,331
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 7,164 $1,342,000 6,199
   Equitable Holdings Inc. 510 - 2023-12-31 8,541 $1,340,000 420
   BAKER BOYER NATIONAL BANK 22 - 2024-03-31 7,074 $1,325,000 899
   Cyndeo Wealth Partners LLC 183 - 2024-03-31 6,622 $1,241,000 1,674
   Clear Creek Financial Management LLC 124 - 2024-03-31 6,395 $1,198,000 1,270
   BLAIR WILLIAM & CO/IL 812 - 2023-12-31 7,348 $1,153,000 30
   UMB BANK N A/MO 310 - 2024-03-31 5,971 $1,119,000 58
   GFG Capital LLC 51 - 2023-12-31 7,057 $1,107,000 4
   MONECO Advisors LLC 133 - 2024-03-31 5,876 $1,101,000 1,356
   HB Wealth Management LLC - 2024-03-31 5,854 $1,097,000 28
   Scissortail Wealth Management LLC 55 - 2023-12-31 6,176 $1,044,000 248
   SRS Capital Advisors Inc. 111 - 2023-12-31 6,254 $981,000 87
   Lodestone Wealth Management LLC - 2024-03-31 5,095 $955,000 220
   Magnus Financial Group LLC - 2024-03-31 5,069 $950,000 1,099
   Verdence Capital Advisors LLC 253 - 2024-03-31 4,653 $872,000 15
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 66 - 2024-03-31 4,630 $867,000 65
   Private Advisory Group LLC 113 - 2023-12-31 5,254 $824,000 5,254
   First Citizens Financial Corp 50 - 2023-12-31 4,954 $777,000 162
  100 Records found
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