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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
   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
   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
   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
   BLACKROCK INC. 1922 - 2023-12-31 807,767 $126,731,000 -168,366
   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
   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
   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
   Armbruster Capital Management Inc. 2 - 2023-12-31 214,162 $33,600,000 -2,770
   MONTICELLO WEALTH MANAGEMENT LLC 7 - 2024-03-31 169,315 $31,721,000 -19,602
   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
   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
   CAPTRUST FINANCIAL ADVISORS 225 - 2023-12-31 137,070 $21,505,000 -2,059,297
   Invst LLC 9 - 2023-12-31 119,165 $20,563,000 -54,155
   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
   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
   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
   Journey Advisory Group LLC 10 - 2023-12-31 88,933 $13,953,000 -4,814
   M&T BANK CORP 277 - 2023-12-31 78,261 $12,278,000 -17,647
   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
   Baird Financial Group Inc. 450 - 2023-12-31 62,621 $9,825,000 -218
   TWO SIGMA INVESTMENTS LLC 627 - 2023-12-31 59,300 $9,304,000 -67,800
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 743 - 2023-12-31 57,081 $8,955,000 -13,518
   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
   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
   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
   CENTAURUS FINANCIAL INC. 39 - 2023-12-31 43,949 $6,895,000 -188
   HIGHTOWER ADVISORS, LLC 837 - 2023-12-31 42,449 $6,657,000 -1,354
   Tacita Capital Inc 2 - 2023-12-31 41,691 $6,541,000 -9,625
   Capital Planning LLC 14 - 2024-03-31 34,794 $6,519,000 -1,430
   Kestra Advisory Services LLC 374 - 2023-12-31 40,953 $6,425,000 -11,009
   MARINER WEALTH ADVISORS, LLC 609 - 2023-12-31 40,448 $6,346,000 -2,305
   CITADEL ADVISORS LLC 1450 - 2023-12-31 39,697 $6,228,000 -58,602
   EdgeRock Capital LLC 8 - 2023-12-31 35,921 $6,210,000 -5,442
   Forefront Analytics LLC 15 - 2023-12-31 36,922 $5,793,000 -48,484
   GRT CAPITAL PARTNERS LLC 8 - 2023-12-31 35,220 $5,526,000 -3,855
   Royal Fund Management LLC 51 - 2024-03-31 29,412 $5,516,000 -1,929
   Strategic Investment Advisors / MI 32 - 2024-03-31 28,171 $5,278,000 -2,048
   CREATIVE PLANNING 560 - 2023-12-31 32,455 $5,092,000 -5,272
   WEALTHSOURCE PARTNERS LLC 50 - 2023-12-31 32,032 $5,026,000 -872
   BURNS WEALTH MANAGEMENT, INC. 120 - 2023-12-31 32,003 $5,021,000 -1,557
   US BANCORP 576 - 2023-12-31 30,603 $4,801,000 -437
   Atria Wealth Solutions Inc. 339 - 2023-12-31 29,386 $4,610,000 -313
   HAVERFORD TRUST CO - 2024-03-31 24,202 $4,534,000 -1,182
   COZAD ASSET MANAGEMENT INC 52 - 2023-12-31 27,188 $4,266,000 -4,157
   360 Financial Inc. 14 - 2023-12-31 27,092 $4,251,000 -12,445
   Van Hulzen Asset Management LLC 66 - 2023-12-31 26,815 $4,207,000 -807
   SAX WEALTH ADVISORS LLC 28 - 2023-12-31 26,100 $4,095,000 -17,320
   Southland Equity Partners LLC 21 - 2024-03-31 21,520 $4,032,000 -357
   RHS Financial LLC 13 - 2024-03-31 21,106 $3,954,000 -1,937
   Rinkey Investments - 2024-03-31 20,454 $3,832,000 -1,505
   Professional Financial Advisors LLC 17 - 2024-03-31 20,324 $3,808,000 -4,761
   Avant Capital LLC 8 - 2023-09-30 27,036 $3,777,000 -800
   KINGSWOOD WEALTH ADVISORS LLC 43 - 2024-03-31 19,117 $3,582,000 -552
   IFG Advisory LLC 107 - 2023-12-31 22,726 $3,566,000 -1,304
   F3Logic LLC 24 - 2022-12-31 24,048 $3,510,000 -4,505
   TOWNSQUARE CAPITAL LLC 303 - 2023-12-31 22,066 $3,462,000 -3,838
   JANE STREET GROUP LLC 1842 - 2023-12-31 21,713 $3,407,000 -3,333
   SageView Advisory Group LLC 75 - 2023-12-31 18,291 $3,086,000 -4,900
   DAVIDSON D A & CO 388 - 2023-12-31 19,654 $3,084,000 -845
   Gladstone Institutional Advisory LLC 150 - 2023-12-31 19,377 $3,040,000 -1,177
   INTRUST BANK NA 49 - 2023-12-31 19,131 $3,001,000 -1,233
   Betterment LLC 115 - 2023-12-31 18,331 $2,876,000 -2,502
   GUERRA PAN ADVISORS LLC 9 - 2023-12-31 18,333 $2,876,000 -2,465
   Steward Partners Investment Advisory LLC 414 - 2023-12-31 17,975 $2,820,000 -26,950
   DONALDSON CAPITAL MANAGEMENT LLC 82 - 2024-03-31 15,044 $2,819,000 -4,412
   SHUFRO ROSE & CO LLC 55 - 2023-12-31 19,381 $2,708,000 -614
   COMERICA BANK 1023 - 2023-12-31 16,656 $2,613,000 -220
   LEGACY PRIVATE TRUST CO. 95 - 2024-03-31 13,943 $2,612,000 -2,620
   Weaver Consulting Group 30 - 2024-03-31 12,615 $2,363,000 -779
   H D Vest Advisory Services 475 - 2023-12-31 14,143 $2,219,000 -2,043
  100 Records found
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