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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
   SevenOneSeven Capital Management 13 *Closed 2023-12-31 0 $0 -24,044
   HILLTOP HOLDINGS INC. 590 *Closed 2023-12-31 0 $0 -1,480
   Sterling Group Wealth Management LLC 4 *Closed 2024-03-31 0 $0 -1,714
   Asset Dedication LLC 990 *Closed 2024-03-31 0 $0 -111
   Burleson & Company LLC 385 *Closed 2022-12-31 0 $0 -413
   FLOW TRADERS U.S. LLC 850 *Closed 2023-12-31 0 $0 -5,901
   Lido Advisors LLC 1148 *Closed 2023-12-31 0 $0 -71,171
   AUGUSTINE ASSET MANAGEMENT INC 99 *Closed 2024-03-31 0 $0 -1,885
   Aprio Wealth Management LLC 246 *Closed 2024-03-31 0 $0 -1,793
   Ullmann Financial Group Inc. 105 *Closed 2023-12-31 0 $0 -3,408
   Meridian Wealth Management LLC 258 *Closed 2024-03-31 0 $0 -1,398
   WOLVERINE TRADING LLC 1406 *Closed 2023-12-31 0 $0 -8,508
   Trexquant Investment LP 1522 *Closed 2023-12-31 0 $0 -5,315
   Coppell Advisory Solutions Corp. 564 *Closed 2023-03-31 0 $0 -7,326
   Running Point Capital Advisors LLC 158 *Closed 2023-12-31 0 $0 -553
   First Command Advisory Services Inc. *Closed 2024-03-31 0 $0 -12
   Hibernia Wealth Partners LLC 107 *Closed 2023-12-31 0 $0 -155
   HRT FINANCIAL LLC 2414 *Closed 2023-12-31 0 $0 -50,180
   Vident Investment Advisory LLC 287 *Closed 2023-09-30 0 $0 -2,096
   VisionPoint Advisory Group LLC 752 *Closed 2023-12-31 0 $0 -31
   Security National Bank 317 *Closed 2024-03-31 0 $0 -445
   IAMS WEALTH MANAGEMENT LLC 121 *Closed 2024-03-31 0 $0 -3,127
   BP WEALTH MANAGEMENT LLC 912 *Closed 2023-12-31 0 $0 -7,323
   Sepio Capital LLC 291 *Closed 2023-12-31 0 $0 -7,413
   Connectus Wealth LLC 511 *Closed 2023-12-31 0 $0 -2,598
   Sound View Wealth Advisors Group LLC 382 *Closed 2023-12-31 0 $0 -2,108
   BROGAN FINANCIAL INC. 46 *Closed 2023-12-31 0 $0 -2,952
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 721 *Closed 2023-12-31 0 $0 -3
   SIMPLEX TRADING LLC 2837 *Closed 2024-03-31 0 $0 -1,447
   New Republic Capital LLC 240 *Closed 2023-12-31 0 $0 -703
   McIlrath & Eck LLC 921 *Closed 2023-12-31 0 $0 -756
   Sunesis Advisors LLC 57 *Closed 2024-03-31 0 $0 -1,518
   OLD MISSION CAPITAL LLC 1020 *Closed 2023-12-31 0 $0 -1,514
   BAKER AVENUE ASSET MANAGEMENT, LP 1181 *Closed 2023-12-31 0 $0 -279
   Stonebridge Capital Advisors LLC 683 *Closed 2023-12-31 0 $0 -468
   Eagle Strategies LLC 301 *Closed 2024-03-31 0 $0 -3,008
   Schonfeld Strategic Advisors LLC 1943 *Closed 2023-12-31 0 $0 -2,972
   Cypress Capital Management LLC (WY) 175 *Closed 2023-12-31 0 $0 -25
   Horizon Family Wealth Inc. 83 *Closed 2023-12-31 0 $0 -39,537
   KARLINSKI ANDREW C 69 *Closed 2022-12-31 0 $0 -5,937
   V Wealth ManagementLLC 324 *Closed 2023-09-30 0 $0 -1,948
   Authentikos Wealth Advisory LLC 394 *Closed 2023-12-31 0 $0 -579
   LEVEL FOUR ADVISORY SERVICES LLC 849 *Closed 2023-12-31 0 $0 -2,036
   GSA CAPITAL PARTNERS LLP 2037 *Closed 2024-03-31 0 $0 -9,700
   JNB Advisors LLC *Closed 2024-03-31 0 $0 -1,356
   Ten Capital Wealth Advisors LLC 430 *Closed 2023-06-30 0 $0 -87
   Diligent Investors LLC 322 *Closed 2023-12-31 0 $0 -5,425
   KilterHowling LLC 52 *Closed 2023-12-31 0 $0 -54,478
   ARLINGTON PARTNERS LLC 229 *Closed 2024-03-31 0 $0 -131
   BKM Wealth Management LLC 494 *Closed 2024-03-31 0 $0 -719
   EQ LLC 47 *Closed 2023-12-31 0 $0 -1,471
   Cutler Group LP 1592 *Closed 2024-03-31 0 $0 -155
   Silicon Valley Capital Partners *Closed 2024-03-31 0 $0 -106
   James J. Burns & Company LLC 110 *Closed 2024-03-31 0 $0 -1,983
   Cribstone Capital Management LLC 453 *Closed 2022-12-31 0 $0 -140
   Ford Financial Group Inc. 109 *Closed 2023-03-31 0 $0 -1,996
   Blume Capital Management Inc. *Closed 2024-03-31 0 $0 -1,002
   TORON CAPITAL MARKETS INC. 313 *Closed 2023-12-31 0 $0 -4,733
   Ethos Financial Group LLC 249 *Closed 2023-12-31 0 $0 -22,835
   Sound Financial Strategies Group LLC 77 *Closed 2023-12-31 0 $0 -600
   Confluence Wealth Services Inc. 350 *Closed 2024-03-31 0 $0 -3,574

  61 Records found
  1    
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