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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
   Brickley Wealth Management 15 - 2024-03-31 34,291 $6,424,000 0
   Allspring Global Investments Holdings LLC 935 - 2024-03-31 28,800 $5,396,000 0
   Oversea-Chinese Banking CORP Ltd 123 - 2023-12-31 20,634 $3,237,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 19 - 2023-12-31 20,335 $3,190,000 0
   Bellwether Advisors LLC 37 - 2023-12-31 18,732 $2,939,000 0
   CCG WEALTH MANAGEMENT LLC 20 - 2024-03-31 9,530 $1,785,000 0
   Financial Gravity Wealth Inc. 187 - 2023-12-31 82,425 $1,382,000 0
   Oakwell Private Wealth Management LLC 30 - 2024-03-31 6,289 $1,178,000 0
   9258 Wealth Management LLC - 2024-03-31 3,890 $729,000 0
   MBE Wealth Management LLC 38 - 2024-03-31 3,707 $695,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. - 2024-03-31 3,633 $681,000 0
   Strata Wealth Advisors LLC 42 - 2024-03-31 3,572 $669,000 0
   ALLIANCEBERNSTEIN L.P. 2555 - 2023-12-31 3,500 $549,000 0
   Investment Advisory Group LLC - 2024-03-31 2,861 $536,000 0
   PRIVATE TRUST CO NA 358 - 2024-03-31 2,703 $506,000 0
   Amplius Wealth Advisors LLC 96 - 2024-03-31 2,690 $504,000 0
   Stevard LLC 32 - 2023-12-31 3,106 $487,000 0
   Hemington Wealth Management 75 - 2024-03-31 2,456 $461,000 0
   LifeSteps Financial Inc. 51 - 2024-03-31 2,161 $405,000 0
   Personal Resources Investment & Strategic Manageme 49 - 2024-03-31 2,147 $402,000 0
   ARMSTRONG ADVISORY GROUP INC 116 - 2024-03-31 2,543 $399,000 0
   WASHINGTON TRUST CO 218 - 2024-03-31 2,114 $396,000 0
   Empire Financial Management Company LLC 146 - 2023-12-31 2,527 $396,000 0
   Treynor Bancshares Inc. 63 - 2023-12-31 2,515 $395,000 0
   One Capital Management LLC 223 - 2023-12-31 2,486 $390,000 0
   Legacy Trust 119 - 2024-03-31 2,060 $386,000 0
   Allen Capital Group LLC 141 - 2024-03-31 2,048 $384,000 0
   Brown Miller Wealth Management LLC 95 - 2024-03-31 2,038 $381,000 0
   ATLAS BROWNINC 140 - 2024-03-31 2,004 $375,000 0
   GLENMEDE TRUST CO NA 981 - 2023-12-31 2,377 $373,000 0
   HBW Advisory Services LLC 211 - 2024-03-31 2,279 $357,000 0
   OSBORNE PARTNERS CAPITAL MANAGEMENT 169 - 2024-03-31 1,850 $347,000 0
   PAPP L ROY & ASSOCIATES 139 - 2024-03-31 1,845 $346,000 0
   Almanack Investment Partners LLC. - 2024-03-31 1,788 $335,000 0
   Brandywine Oak Private Wealth LLC 185 - 2023-12-31 1,974 $310,000 0
   MEITAV DASH INVESTMENTS LTD 199 - 2024-03-31 1,652 $310,000 0
   Lowell Blake & Associates Inc. 50 - 2023-09-30 2,205 $308,000 0
   Lion Street Advisors LLC 178 - 2024-03-31 1,959 $307,000 0
   Jacobi Capital Management LLC 381 - 2023-12-31 1,865 $293,000 0
   Sugarloaf Wealth Management LLC 116 - 2024-03-31 1,542 $289,000 0
   JTC Employer Solutions Trusteee Ltd 109 - 2024-03-31 1,502 $282,000 0
   NEWMAN DIGNAN & SHEERAR, INC. - 2024-03-31 1,489 $279,000 0
   USAdvisors Wealth Management LLC 113 - 2024-03-31 1,431 $268,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 389 - 2024-03-31 1,403 $263,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 1,356 $254,000 0
   Washington Trust Advisors Inc. 168 - 2023-12-31 1,600 $251,000 0
   GREENLEAF TRUST - 2024-03-31 1,308 $245,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 507 - 2023-12-31 1,438 $226,000 0
   Glassman Wealth Services 66 - 2024-03-31 1,169 $219,000 0
   Cassady Schiller Wealth Management LLC 105 - 2023-12-31 1,319 $207,000 0
   BESSEMER GROUP INC 1054 - 2023-12-31 1,166 $183,000 0
   JJJ Advisors Inc. 197 - 2024-03-31 932 $175,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 100 - 2023-09-30 1,204 $168,000 0
   Citizens National Bank Trust Department - 2024-03-31 869 $163,000 0
   First PREMIER Bank 160 - 2024-03-31 834 $156,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 979 - 2024-03-31 800 $150,000 0
   Key Financial Inc 247 - 2024-03-31 950 $149,000 0
   Salomon & Ludwin LLC - 2024-03-31 739 $138,000 0
   Integrity Financial Corp /WA 123 - 2024-03-31 699 $131,000 0
   SMITHFIELD TRUST CO 431 - 2023-12-31 685 $107,000 0
   HOWE & RUSLING INC 245 - 2023-12-31 656 $103,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 678 - 2024-03-31 518 $97,000 0
   QUADRANT CAPITAL GROUP LLC 1028 - 2023-12-31 606 $95,000 0
   Tanglewood Legacy Advisors LLC 134 - 2024-03-31 437 $82,000 0
   Signature Resources Capital Management LLC 79 - 2024-03-31 474 $74,000 0
   TRUST CO OF VERMONT - 2024-03-31 361 $68,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 306 - 2023-06-30 449 $65,000 0
   Westside Investment Management Inc. 318 - 2024-03-31 346 $65,000 0
   Hexagon Capital Partners LLC 380 - 2024-03-31 340 $64,000 0
   PITTENGER & ANDERSON INC - 2024-03-31 338 $63,000 0
   CLEAN YIELD GROUP - 2023-12-31 400 $63,000 0
   Aptus Capital Advisors LLC 658 - 2023-12-31 377 $59,000 0
   Migdal Insurance & Financial Holdings Ltd. 269 - 2024-03-31 302 $57,000 0
   BANGOR SAVINGS BANK 282 - 2024-03-31 300 $56,000 0
   BARCLAYS PLC 3684 - 2023-12-31 337 $53,000 0
   Y.D. More Investments Ltd 252 - 2023-12-31 273 $42,000 0
   NBT BANK N A /NY 415 - 2024-03-31 199 $37,000 0
   Element Wealth LLC 179 - 2023-12-31 201 $32,000 0
   Northwest Capital Management Inc 266 - 2024-03-31 168 $31,000 0
   Aspire Wealth Management Corp - 2024-03-31 161 $30,000 0
   KENFARB & CO. 149 - 2023-09-30 202 $28,000 0
   Arlington Trust Co LLC 321 - 2024-03-31 131 $25,000 0
   BDO Wealth Advisors LLC 555 - 2023-06-30 160 $23,000 0
   Beaird Harris Wealth Management LLC 249 - 2023-12-31 138 $22,000 0
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 286 - 2024-03-31 117 $22,000 0
   LGT Financial Advisors LLC 370 - 2024-03-31 101 $19,000 0
   AllSquare Wealth Management LLC 317 - 2023-12-31 104 $16,000 0
   CLEAR INVESTMENT RESEARCH LLC 145 - 2024-03-31 87 $16,000 0
   Register Financial Advisors LLC 481 - 2024-03-31 80 $15,000 0
   PFG Private Wealth Management LLC 112 - 2024-03-31 82 $15,000 0
   EPG Wealth Management LLC 363 - 2023-12-31 77 $13,000 0
   ELEVATE WEALTH ADVISORY INC 101 - 2024-03-31 60 $11,000 0
   Rosenberg Matthew Hamilton 599 - 2024-03-31 60 $11,000 0
   WETZEL INVESTMENT ADVISORS INC. 512 - 2024-03-31 57 $10,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - 2024-03-31 52 $10,000 0
   Venturi Wealth Management LLC 942 - 2024-03-31 53 $10,000 0
   Carmichael Hill & Associates Inc. 499 - 2024-03-31 42 $8,000 0
   ST GERMAIN D J CO INC 578 - 2024-03-31 35 $7,000 0
   Sunbelt Securities Inc. 1335 - 2024-03-31 25 $5,000 0
   Archer Investment Corp 776 - 2023-12-31 25 $4,000 0
  100 Records found
  1    
  Page 1 of 1
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