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Disclosery

MTUM ISHARES TR

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SHS (fund)

864 managers (873 13F filers) reported a position in MTUM shares at 2024-12-31, 64,893,227 shares in all. 150 filers opened a position and 34 filers sold out during the quarter.

Managers
864
13F filers
873
New
150
Added
318
Reduced
196
Sold out
34
Shares held by filers
64,893,227

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Midwest Capital Advisors, LLC18,120$3.75M2.74%13F-HRTimeline
CVA Family Office, LLC18,111$3.75M0.59%+1613F-HRTimeline
Southland Equity Partners LLC18,037$3.73M0.87%-19213F-HRTimeline
Gladstone Institutional Advisory LLC17,733$3.67M0.17%-1013F-HRTimeline
Sigma Planning Corp17,424$3.61M0.11%+1,79213F-HRTimeline
Betterment LLC16,882$3.49M0.01%-35513F-HRTimeline
BCGM Wealth Management, LLC16,444$3.4M1.08%+12,67413F-HRTimeline
Snowden Capital Advisors LLC16,347$3.38M0.11%+12,23613F-HRTimeline
ARQ WEALTH ADVISORS, LLC16,279$3.37M1.28%-92813F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…16,209$3.35M0.09%+2,27013F-HRTimelineGroup
BEACON FINANCIAL GROUP16,175$3.35M0.36%new13F-HRTimeline
&PARTNERS15,810$3.35M0.04%+12,52113F-HRTimeline
Tradewinds, LLC.14,724$3.32M0.92%+4,39113F-HRTimeline
SWMG, LLC14,905$3.31M1.32%+1,26313F-HRTimeline
TSFG, LLC15,573$3.22M0.66%+15,55913F-HRTimeline
Spectrum Wealth Counsel, LLC15,547$3.22M0.38%new13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC15,429$3.19M0.77%+86613F-HRTimeline
Genesee Capital Advisors, LLC15,403$3.19M1.48%+12,66813F-HRTimeline
Madrona Financial Services, LLC15,144$3.13M0.85%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.14,941$3.09M0.1%+7,71113F-HRTimeline
Whipplewood Advisors, LLC14,862$3.08M1.75%13F-HRTimeline
WealthShield Partners, LLC14,709$3.04M0.43%+11,90813F-HRTimeline
Perennial Investment Advisors, LLC14,607$3.02M0.36%+12,03213F-HRTimeline
Schonfeld Strategic Advisors LLC14,415$2.98M0.02%new13F-HRTimeline
Bay Harbor Wealth Management, LLC14,346$2.97M0.96%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…14,170$2.93M1.37%-1,07813F-HRTimeline
Archvest Wealth Advisors, Inc.13,824$2.86M2.07%+3,57213F-HRTimeline
TOWNSQUARE CAPITAL LLC13,605$2.82M0.03%+6,87413F-HRTimeline
Valmark Advisers, Inc.13,504$2.79M0.04%-213F-HRTimeline
5T Wealth, LLC13,401$2.77M1.52%13F-HRTimeline
IFP Advisors, Inc13,365$2.77M0.09%+2,71413F-HRTimeline
Biondo Investment Advisors, LLC13,276$2.75M0.38%+45913F-HRTimeline
SCOTIA CAPITAL INC.13,229$2.74M0.01%-8,30413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,168$2.72M0.02%+5,35813F-HRTimeline
Cresset Asset Management, LLC13,120$2.71M0.01%-1,33713F-HRTimeline
Farther Finance Advisors, LLC13,067$2.7M0.1%+11,79413F-HRTimeline
RoundAngle Advisors LLC12,959$2.68M2.55%13F-HRTimeline
Forthright Family Wealth Advisory LLC12,949$2.68M1.74%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,850$2.66M0.06%+9,20913F-HRTimelineGroup
Cobblestone Asset Management LLC12,839$2.66M1.73%new13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.12,826$2.65M1.67%-57613F-HRTimeline
World Investment Advisors12,676$2.62M0.07%+4,93713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,547$2.6M0.06%+4,77813F-HRTimelineGroup
SageView Advisory Group, LLC12,359$2.56M0.11%-86713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,029$2.49M0.06%+88913F-HRTimelineGroup
Western Wealth Management, LLC11,930$2.47M0.16%+44013F-HR/ATimeline
Dorsey Wright & Associates11,929$2.47M0.59%-16613F-HRTimeline
Kades & Cheifetz LLC11,891$2.46M1.26%new13F-HRTimeline
Detalus Advisors, LLC11,853$2.45M0.81%+25513F-HRTimeline
First Horizon Advisors, Inc.11,744$2.43M0.07%new13F-HRTimeline
Weaver Consulting Group11,721$2.43M0.75%+1113F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,662$2.41M1.02%new13F-HRTimeline
Legacy Private Trust Co.11,614$2.4M0.16%-63113F-HRTimeline
Geneos Wealth Management Inc.11,583$2.4M0.08%+61513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding11,538$2.39M+1,685Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,410$2.36M<0.01%new13F-HRTimelineGroup
J. Goldman & Co LP11,400$2.36M0.08%+8,74713F-HRTimeline
10Elms LLP11,180$2.31M2.39%13F-HRTimeline
ShoreHaven Wealth Partners, LLC11,144$2.31M1.09%new13F-HRTimeline
MAI Capital Management11,125$2.3M0.02%-6613F-HRTimeline
Keebeck Wealth Management11,101$2.3M0.33%new13F-HRTimeline
GTS SECURITIES LLC11,084$2.29M0.11%+4,76513F-HRTimeline
Caprock Group, LLC10,940$2.26M0.07%new13F-HRTimeline
SigFig Wealth Management, LLC10,827$2.25M0.08%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC10,847$2.24M0.09%-1,11113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV10,677$2.21M0.68%+3,21213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,536$2.18M0.08%-5113F-HRTimeline
Allworth Financial LP9,742$2.16M0.01%+13213F-HRTimeline
HRT FINANCIAL LP10,398$2.15M0.01%-11,44513F-HRTimeline
Capital Investment Advisory Services, L…10,373$2.15M0.21%+10313F-HRTimeline
Mosley Wealth Management9,820$2.12M1.32%+5,67913F-HRTimeline
TFB Advisors LLC10,219$2.11M0.6%-413F-HRTimeline
Empire Life Investments Inc.10,200$2.11M0.13%+80013F-HRTimeline
Parallel Advisors, LLC10,146$2.1M0.05%-12813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,069$2.08M<0.01%+3,09813F-HRTimelineGroup
Claro Advisors Inc.10,048$2.08M0.28%new13F-HRTimeline
Goldstein Advisors, LLC9,889$2.05M0.3%+2913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,864$2.04M0.08%new13F-HRTimelineGroup
Trust Co9,833$2.03M0.23%+32413F-HRTimeline
New England Private Wealth Advisors LLC9,765$2.02M0.32%+513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC9,731$2.01M0.67%-3,15613F-HRTimeline
Barnes Wealth Management Group, Inc9,695$2.01M1.35%13F-HRTimeline
Maxwell Wealth Strategies Inc.9,688$2M0.82%new13F-HRTimeline
Cassia Capital Partners, LLC9,596$1.99M1.27%013F-HRTimeline
True Vision MN LLC9,559$1.98M1.17%new13F-HRTimeline
J.W. COLE ADVISORS, INC.9,489$1.96M0.08%+4113F-HRTimeline
CFS Investment Advisory Services, LLC9,357$1.94M0.17%-7713F-HRTimeline
Sovran Advisors, LLC9,148$1.91M0.27%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,148$1.89M0.14%-66813F-HRTimelineGroup
SWP FINANCIAL LLC9,067$1.88M1.13%new13F-HRTimeline
Crestwood Advisors Group, LLC9,056$1.87M0.04%+4113F-HRTimeline
Simplicity Wealth,LLC8,973$1.86M0.39%-1013F-HRTimeline
Horst & Graben Wealth Management LLC8,892$1.84M0.33%+7,69913F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP8,765$1.81M0.27%+4,06013F-HRTimeline
Independent Advisor Alliance8,750$1.81M0.02%new13F-HRTimeline
Clarus Wealth Advisors8,551$1.77M0.88%+46913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,431$1.74M<0.01%013F-HRTimelineGroup
Fermata Advisors, LLC8,350$1.73M0.32%-2,84613F-HRTimeline
MorganRosel Wealth Management, LLC8,339$1.73M0.57%+65313F-HRTimeline
Focus Financial Network, Inc.8,078$1.67M0.07%+1713F-HRTimeline
EHRLICH FINANCIAL GROUP8,039$1.66M1.18%new13F-HRTimeline
Avior Wealth Management, LLC7,985$1.65M0.06%-22513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC7,962$1.65M0.92%013F-HRTimeline
Physician Wealth Advisors, Inc.7,937$1.64M0.28%+113F-HRTimeline
Tyler-Stone Wealth Management7,853$1.62M0.29%+2313F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…7,833$1.62M0.26%+5,03313F-HRTimelineGroup
Portfolio Design Labs, LLC7,793$1.61M0.33%-52913F-HRTimeline
NTV Asset Management LLC7,775$1.61M0.21%+1,79013F-HRTimeline
Sound Income Strategies, LLC7,594$1.57M0.1%+10813F-HRTimeline
Apeiron RIA LLC7,560$1.56M0.44%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…7,533$1.56M1.65%-70813F-HRTimeline
D.A. DAVIDSON & CO.7,498$1.55M0.01%+5713F-HRTimeline
Cyndeo Wealth Partners, LLC7,472$1.55M0.1%+4,48513F-HRTimeline
BLAIR WILLIAM & CO/IL7,414$1.53M<0.01%-17113F-HRTimeline
Bryant Woods Investment Advisors, LLC7,384$1.53M0.74%-30313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,362$1.52M0.08%+3,72113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,283$1.51M0.05%-82213F-HRTimelineGroup
One Capital Management, LLC7,250$1.5M0.05%+4,57813F-HRTimeline
BAKER BOYER NATIONAL BANK7,235$1.5M0.52%-30513F-HRTimeline
Smart Money Group LLC7,198$1.49M0.51%+2513F-HRTimeline
CBIZ Investment Advisory Services, LLC7,194$1.49M0.07%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,111$1.47M0.02%+2,76613F-HRTimelineGroup
Magnus Financial Group LLC7,107$1.47M0.14%+90613F-HRTimeline
Wealth Quarterback LLC7,101$1.47M0.69%new13F-HRTimeline
Quent Capital, LLC7,042$1.46M0.15%-25813F-HRTimeline
Modera Wealth Management, LLC7,034$1.46M0.02%+213F-HRTimeline
ORG Partners LLC7,022$1.45M0.2%+3,66813F-HRTimeline
Security Financial Services, INC.6,994$1.45M0.29%+5313F-HRTimeline
Sheaff Brock Investment Advisors, LLC6,975$1.44M0.13%+17813F-HRTimeline
UNIQUE WEALTH, LLC6,925$1.43M0.3%new13F-HRTimeline
Lodestone Wealth Management LLC6,876$1.42M0.71%-1713F-HRTimeline
Center For Asset Management LLC6,783$1.4M0.91%+26713F-HRTimeline
ACT Advisors, LLC.6,733$1.39M0.75%-6513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,694$1.39M0.01%+1,20613F-HRTimeline
WBH ADVISORY INC6,647$1.38M0.13%+5,08513F-HRTimeline
Quadrant Private Wealth Management, LLC6,641$1.37M0.34%new13F-HRTimeline
Smartleaf Asset Management LLC6,559$1.36M0.14%+1113F-HRTimeline
SYNOVUS FINANCIAL CORP6,548$1.35M0.02%+3813F-HRTimeline
Optivise Advisory Services LLC6,536$1.35M0.73%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,496$1.34M0.08%-2313F-HRTimeline
McKinley Carter Wealth Services, Inc.6,452$1.34M0.08%-46113F-HRTimeline
RFG Advisory, LLC6,395$1.32M0.04%new13F-HRTimeline
Clear Creek Financial Management, LLC6,360$1.32M0.14%+28613F-HRTimeline
Mutual Advisors, LLC6,130$1.31M0.04%+24213F-HRTimeline
BEACON FINANCIAL PLANNING, INC6,336$1.31M0.76%+4,06313F-HRTimeline
McNaughton Wealth Management, LLC6,268$1.3M0.63%-4113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,254$1.29M0.29%+53613F-HRTimeline
Braun-Bostich & Associates Inc.6,204$1.28M0.93%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,181$1.28M0.54%new13F-HRTimeline
Independent Solutions Wealth Management…6,157$1.27M0.28%new13F-HRTimeline
Oakwell Private Wealth Management, LLC6,125$1.27M0.36%-16413F-HRTimeline
Shared Vision Wealth Group LLC6,083$1.26M0.66%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,081$1.26M0.64%13F-HRTimeline
Eldridge Investment Advisors, Inc.6,082$1.26M0.29%-6813F-HRTimeline
Sierra Capital LLC6,065$1.25M0.15%013F-HRTimeline
Robertson Stephens Wealth Management, L…5,981$1.24M0.04%+2,23213F-HRTimeline
Arax Advisory Partners5,978$1.24M0.08%+28913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,940$1.23M0.04%+2,55713F-HRTimelineGroup
HANCOCK WHITNEY CORP5,940$1.23M0.04%013F-HRTimeline
Modern Wealth Management, LLC5,892$1.22M0.05%new13F-HR/ATimeline
CHAPIN DAVIS, INC.5,990$1.21M0.4%013F-HRTimeline
Marcum Wealth, LLC5,833$1.21M0.1%-1613F-HRTimeline
Hoxton Planning & Management, LLC5,807$1.2M0.46%new13F-HRTimeline
OLD MISSION CAPITAL LLC5,800$1.2M0.03%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,792$1.2M0.1%new13F-HR/ATimeline
Insight Wealth Strategies, LLC5,787$1.2M0.16%-35413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,740$1.19M1.13%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,732$1.19M1%new13F-HRTimeline
Nova R Wealth, Inc.5,569$1.15M0.58%-42613F-HRTimeline
Focused Wealth Management, Inc5,523$1.14M0.15%+21613F-HRTimeline
Fortress Wealth Management, Inc.5,496$1.14M0.55%-44713F-HRTimeline
Gateway Wealth Partners, LLC5,452$1.13M0.29%new13F-HRTimeline
Berbice Capital Management LLC5,425$1.12M0.9%13F-HRTimeline
MONECO ADVISORS, LLC5,360$1.11M0.12%-35413F-HR/ATimeline
Planned Solutions, Inc.5,354$1.11M0.45%+113F-HRTimeline
PKS Advisory Services, LLC5,280$1.09M0.27%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,239$1.08M0.28%+11613F-HR/ATimeline
HB Wealth Management, LLC5,165$1.07M0.01%-48313F-HRTimeline
Cypress Wealth Services, LLC5,146$1.06M0.21%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC5,142$1.06M0.01%-3,81013F-HRTimelineGroup
PFG Advisors5,141$1.06M0.07%-19213F-HRTimeline
Atom Investors LP5,043$1.04M0.13%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,040$1.04M0.22%013F-HRTimeline
Shore Point Advisors, LLC5,017$1.04M0.56%+28613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,990$1.03M0.1%new13F-HR/ATimeline
Global Retirement Partners, LLC4,879$1.01M0.03%+2,72913F-HRTimeline
WPG Advisers, LLC4,863$1.01M0.94%13F-HRTimeline
TWO SIGMA SECURITIES, LLC4,842$1M0.18%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,841$1M0.39%+99013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,812$996K0.02%+1,00713F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC4,812$996K1.05%13F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC4,800$993K0.02%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,782$989K0.03%+1,17113F-HRTimeline
Fragasso Financial Advisors Inc4,742$981K0.07%+113F-HRTimeline
Verdence Capital Advisors LLC4,713$975K0.08%+7013F-HRTimeline
ERn Financial, LLC4,691$971K0.15%-1213F-HRTimeline
Golden State Wealth Management, LLC4,688$970K0.15%13F-HRTimeline
Anchor Pointe Wealth Management, LLC4,620$960K1.25%13F-HRTimeline
Lantz Financial LLC4,575$947K0.25%new13F-HRTimeline
Savvy Advisors, Inc.4,560$944K0.11%new13F-HRTimeline