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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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,478$927K<0.01%-45513F-HRTimelineGroup
Private Advisory Group LLC4,473$926K0.1%+3,09413F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,464$924K+688Timeline
Aspect Partners, LLC4,425$916K0.53%-413F-HRTimeline
Capital A Wealth Management, LLC4,404$911K1.51%13F-HRTimeline
Davis Wealth Advisors, LLC4,399$910K1%13F-HRTimeline
BridgePort Financial Solutions, LLC4,223$906K0.41%13F-HRTimeline
Sovereign Financial Group, Inc.4,326$895K0.21%+2,89113F-HRTimeline
Valeo Financial Advisors, LLC4,266$883K0.02%-3913F-HRTimeline
Kathleen S. Wright Associates Inc.4,230$875K0.36%013F-HRTimeline
VestGen Investment Management4,195$868K0.24%+1,30313F-HRTimeline
Sollinda Capital Management LLC4,175$864K0.24%+8113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,115$851K+2,037Timeline
Financial Engines Advisors L.L.C.4,092$847K<0.01%-16213F-HRTimeline
Lee Financial Co4,042$836K0.12%-20013F-HRTimeline
Lansing Street Advisors3,998$827K0.29%+1413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,996$827K<0.01%-5,95413F-HRTimelineGroup
FSM Wealth Advisors, LLC3,851$826K0.2%-813F-HRTimeline
Centurion Wealth Management LLC3,989$825K0.26%+2,99013F-HRTimeline
PRIVATE TRUST CO NA3,917$811K0.08%+1,03613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,827$792K0.02%+1,87813F-HRTimelineGroup
Adaptive Financial Consulting, LLC3,810$788K0.33%-1513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,808$788K0.06%+1113F-HRTimeline
First Citizens Financial Corp3,797$786K0.43%-36813F-HRTimeline
EP Wealth Advisors, LLC3,787$784K0.01%+77613F-HRTimeline
Venturi Wealth Management, LLC3,753$777K0.04%+3,70013F-HRTimeline
NATIXISin group Natixis Investment Managers3,714$772K0.01%-15513F-HRTimelineGroup
WEDBUSH SECURITIES INC3,684$762K0.03%+56813F-HRTimeline
GSG Advisors LLC3,662$758K0.24%+1313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,631$755K0.07%-4,06013F-HRTimeline
Riggs Capital Management LLC3,644$754K0.74%13F-HRTimeline
Institute for Wealth Management, LLC.3,644$754K0.09%+1213F-HRTimeline
V2 Financial group LLC3,602$745K0.45%013F-HRTimeline
MBE Wealth Management, LLC3,582$741K0.42%+213F-HRTimeline
John W. Brooker & Co., CPAs3,576$740K0.32%+213F-HRTimeline
Strata Wealth Advisors, LLC3,572$739K0.23%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,500$724K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,478$720K<0.01%+45213F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,475$719K0.18%+40113F-HRTimelineGroup
EWA, LLC3,429$710K0.27%-27013F-HRTimeline
Talisman Wealth Advisors LLC3,425$709K0.75%+7113F-HRTimeline
Interchange Capital Partners, LLC3,421$708K0.26%new13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC3,385$700K0.54%-2,03413F-HRTimeline
LifePlan Investment Advisors, Inc.3,367$697K0.43%new13F-HRTimeline
Aspire Private Capital, LLC3,346$692K0.17%+1,91613F-HRTimeline
Rehmann Capital Advisory Group3,338$691K0.04%+13413F-HRTimeline
RCS Financial Planning, LLC3,328$689K0.37%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,327$688K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors3,300$683K0.04%+1,09713F-HRTimeline
Dakota Wealth Management3,298$682K0.02%-4513F-HRTimeline
Advantage Trust Co3,298$682K0.4%013F-HRTimeline
Belpointe Asset Management LLC3,435$678K0.04%013F-HRTimeline
CRA Financial Services, LLC3,242$671K0.12%-8013F-HRTimeline
Burt Wealth Advisors3,182$658K0.17%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,180$658K<0.01%+1,84313F-HRTimelineGroup
Bison Wealth, LLC3,148$651K0.14%+13313F-HRTimeline
Maia Wealth LLC3,039$650K0.14%+27413F-HRTimeline
GRIES FINANCIAL LLC3,066$634K0.11%+4813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,058$633K0.05%+113F-HRTimeline
Eagle Strategies LLC3,030$627K0.11%+613F-HRTimeline
BCU Wealth Advisors, LLC2,996$620K0.35%new13F-HRTimeline
Clearstead Advisors, LLC2,989$619K0.01%013F-HRTimeline
Bernardo Wealth Planning LLC2,987$618K0.15%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,940$608K0.31%new13F-HRTimeline
Baron Financial Group, LLC2,936$608K0.38%-3013F-HRTimeline
Aspire Growth Partners LLC2,903$601K0.59%13F-HRTimeline
Sound Financial Strategies Group, LLC2,880$596K0.5%+1,28113F-HRTimeline
Commonwealth Retirement Investments LLC2,870$594K0.24%new13F-HRTimeline
BLALOCK WILLIAMS, LLC2,852$590K0.69%13F-HRTimeline
W ADVISORS, LLC2,846$589K0.36%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,634$588K0.23%13F-HRTimeline
OMNI 360 Wealth, Inc.2,833$586K0.39%-12413F-HR/ATimeline
Palumbo Wealth Management LLC2,829$585K0.22%+813F-HRTimeline
Keystone Financial Group, Inc.2,822$584K0.47%13F-HRTimeline
Vise Technologies, Inc.2,813$582K0.05%-28613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,809$581K<0.01%-1213F-HRTimelineGroup
Joel Adams & Associates, Inc.2,807$581K0.53%13F-HRTimeline
Investment Advisory Group, LLC2,787$577K0.19%+113F-HRTimeline
CGN Advisors LLC2,768$573K0.06%-49913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,736$566K0.08%+4513F-HRTimeline
LongView Wealth Management2,729$565K0.17%+5413F-HRTimeline
Perissos Private Wealth Management, LLC2,723$564K0.42%-9013F-HRTimeline
Lion Street Advisors, LLC2,704$560K0.18%+72713F-HRTimeline
WORLD EQUITY GROUP, INC.2,696$558K0.12%+1,24413F-HRTimeline
Amplius Wealth Advisors, LLC2,690$557K0.06%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,651$548K0.04%+94513F-HRTimeline
LS Investment Advisors, LLC2,650$548K0.08%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,628$544K0.02%-13213F-HRTimelineGroup
Hemington Wealth Management2,624$542K0.14%013F-HRTimeline
Busey Bank2,617$542K0.02%-17413F-HRTimeline
Trueblood Wealth Management, LLC2,615$541K0.27%+72913F-HRTimeline
Kiely Wealth Advisory Group, Inc.2,379$540K0.35%+82613F-HRTimeline
MATHER GROUP, LLC.2,608$540K0.01%+1,98313F-HRTimeline
Freedom Investment Management, Inc.2,543$526K0.04%+68413F-HRTimeline
MTM Investment Management, LLC2,522$522K0.2%-113F-HRTimeline
KKM Financial LLC2,521$522K0.22%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,451$507K0.04%new13F-HRTimeline
FULLCIRCLE WEALTH LLC2,222$506K0.21%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,437$504K0.24%+113F-HRTimeline
Advus Financial Partners, LLC2,434$504K0.22%new13F-HR/ATimeline
IHT Wealth Management, LLC2,426$502K0.02%+1,11113F-HRTimeline
Runnymede Capital Advisors, Inc.2,424$502K0.44%13F-HRTimeline
Raleigh Capital Management Inc.2,421$501K0.19%+2,39413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,404$497K0.02%-7513F-HRTimelineGroup
Estate Counselors, LLC2,400$497K0.05%013F-HRTimeline
New Millennium Group LLC2,381$493K0.29%-10113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,380$492K<0.01%-4313F-HRTimelineGroup
Retirement Wealth Solutions LLC2,372$491K0.41%13F-HRTimeline
Avantra Family Wealth, Inc.2,367$490K0.46%13F-HRTimeline
Santori & Peters, Inc.2,353$487K0.19%-12313F-HRTimeline
Waterloo Capital, L.P.2,345$485K0.05%-23013F-HRTimeline
Hershey Financial Advisers, LLC2,298$476K0.42%13F-HRTimeline
Oxinas Partners, LLC2,290$474K0.28%-38513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,289$474K0.26%13F-HRTimeline
GDS Wealth Management2,265$469K0.04%+16613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,261$468K<0.01%-21813F-HRTimelineGroup
First Bank & Trust2,222$460K0.09%+9113F-HRTimeline
Tyche Wealth Partners LLC2,218$459K0.1%-31513F-HRTimeline
HBW ADVISORY SERVICES LLC2,213$458K0.05%-6013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,207$457K0.01%013F-HRTimeline
Fairvoy Private Wealth, LLC2,190$453K0.12%13F-HRTimeline
FIRST MERCHANTS CORP2,188$453K0.02%013F-HRTimeline
Empire Financial Management Company, LLC2,188$453K0.14%-10013F-HRTimeline
Federation des caisses Desjardins du Qu…2,186$452K<0.01%+4813F-HRTimeline
UMB Bank, n.a.2,185$452K0.01%+67913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IAG Wealth Partners, LLC2,180$451K0.08%-32713F-HRTimeline
Vantage Point Financial LLC2,163$448K0.24%13F-HRTimeline
White Lighthouse Investment Management …2,151$445K0.08%-24513F-HRTimeline
VICUS CAPITAL2,113$437K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.2,110$437K<0.01%+613F-HRTimeline
Fingerlakes Wealth Management, Inc.2,107$436K0.35%-4613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,086$432K<0.01%new13F-HRTimelineGroup
FINANCIAL LIFE ADVISORS2,077$430K0.16%013F-HRTimeline
Legacy Trust2,060$426K0.1%013F-HRTimeline
Allen Capital Group, LLC2,048$424K0.05%013F-HRTimeline
GROUP ONE TRADING LLC2,047$424K0.01%new13F-HR/ATimeline
LifeSteps Financial, Inc.2,042$423K0.32%-11913F-HRTimeline
Centric Wealth Management2,034$421K0.11%+713F-HRTimeline
Ergawealth Advisors, Inc.2,014$417K0.21%-33713F-HRTimeline
Good Life Advisors, LLC2,005$415K0.03%-2,42313F-HRTimeline
Atlas Brown,Inc.2,004$415K0.14%+3213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,999$414K0.16%-39213F-HRTimeline
CoreCap Advisors, LLC1,978$409K0.02%+1,75113F-HRTimeline
SeaCrest Wealth Management, LLC1,975$409K0.04%+10413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,974$408K0.04%013F-HRTimeline
Wedmont Private Capital1,972$408K0.02%+16813F-HRTimeline
FWG Investments, LLC.1,960$406K0.32%new13F-HRTimeline
PINNACLE ASSOCIATES LTD1,950$403K0.01%+38713F-HRTimeline
Bowman & Co S.C.1,934$400K0.21%-11713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,924$400K0.22%new13F-HRTimeline
Owen LaRue, LLC1,929$399K0.21%+17913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,820$399K0.02%+57613F-HRTimelineGroup
LEGACY SOLUTIONS, LLC1,922$398K0.43%13F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,895$392K0.39%13F-HRTimeline
Syntegra Private Wealth Group, LLC1,878$389K0.04%-1513F-HRTimeline
Bison Wealth, LLC1,868$387K0.05%13F-HRTimeline
Signal Advisors Wealth, LLC1,862$385K0.04%+42813F-HRTimeline
L. Roy Papp & Associates, LLP1,845$382K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,837$380K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,826$378K0.03%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC1,817$376K0.1%-9313F-HRTimeline
Arete Wealth Advisors, LLC1,809$374K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,805$374K0.01%new13F-HRTimelineGroup
Integrity Wealth Solutions LLC1,799$372K0.21%+213F-HRTimeline
Wealthspire Advisors, LLC1,794$371K<0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.1,788$370K0.06%013F-HRTimeline
WealthBridge Capital Management, LLC1,785$369K0.1%+1013F-HRTimeline
Alpha Cubed Investments, LLC1,774$367K0.02%+113F-HRTimeline
Quantinno Capital Management LP1,763$365K<0.01%013F-HRTimeline
Empower Advisory Group, LLC1,738$360K<0.01%+7513F-HRTimeline
Mendel Money Management1,735$359K0.16%-7713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,734$359K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division1,726$357K0.05%-5,74613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,724$357K0.03%+9613F-HRTimeline
Teamwork Financial Advisors, LLC1,715$355K0.05%-54213F-HRTimeline
Sterling Group Wealth Management, LLC1,714$355K0.18%013F-HRTimeline
SIERRA OCEAN, LLC1,710$354K0.29%13F-HRTimeline
OPINICUS CAPITAL, INC.1,704$353K0.3%-14013F-HRTimeline
James J. Burns & Company, LLC1,699$352K0.06%-21713F-HRTimeline
MinichMacGregor Wealth Management, LLC1,685$349K0.07%+913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,684$348K<0.01%+30613F-HRTimeline
HBK Sorce Advisory LLC1,684$348K0.01%-46313F-HRTimeline
Jacobi Capital Management LLC1,675$347K0.03%013F-HRTimeline
Capital Investment Advisors, LLC1,671$346K0.01%+26313F-HRTimeline
Cooper Financial Group1,667$345K0.04%+4013F-HRTimeline
Arrowroot Family Office, LLC1,659$343K0.18%+113F-HRTimeline
NWAM LLC1,650$341K0.02%+53213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,643$340K0.27%13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,635$338K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC1,632$338K0.01%-24813F-HRTimeline
Dorsey & Whitney Trust CO LLC1,627$337K0.02%+32513F-HRTimeline
Washington Trust Advisors, Inc.1,600$331K0.03%013F-HRTimeline
Sugarloaf Wealth Management, LLC1,597$330K0.06%+8013F-HRTimeline
Aveo Capital Partners, LLC1,590$329K0.04%new13F-HRTimeline
Delta Wealth Advisors LLC1,569$325K0.31%013F-HRTimeline
Aviso Financial Inc.1,561$323K0.02%-9913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,556$322K<0.01%-2813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,538$318K0.01%-46113F-HRTimelineGroup
Members Advisory Group LLC1,525$317K0.13%-27613F-HRTimeline
Keystone Financial Services1,517$314K0.12%new13F-HRTimeline