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Disclosery

MTUM ISHARES TR

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SHS (fund)

879 managers (887 13F filers) reported a position in MTUM shares at 2025-03-31, 64,848,688 shares in all. 78 filers opened a position and 52 filers sold out during the quarter.

Managers
879
13F filers
887
New
78
Added
357
Reduced
298
Sold out
52
Shares held by filers
64,848,688

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,835$977K0.21%-20513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,812$973K0.02%013F-HRTimelineGroup
WPG Advisers, LLC4,801$970K0.9%-6213F-HRTimeline
Hoxton Planning & Management, LLC4,781$966K0.37%-1,02613F-HRTimeline
WEDBUSH SECURITIES INC4,770$964K0.04%+1,08613F-HRTimeline
Robertson Stephens Wealth Management, L…4,674$945K0.04%-1,30713F-HRTimeline
Davis Wealth Advisors, LLC4,666$943K1.07%+26713F-HRTimeline
Verdence Capital Advisors LLC4,661$942K0.07%-5213F-HRTimeline
ERn Financial, LLC4,652$940K0.15%-3913F-HRTimeline
SIMPLEX TRADING, LLC4,641$938K0.03%new13F-HRTimeline
Fragasso Financial Advisors Inc4,635$937K0.07%-10713F-HRTimeline
Sound Financial Strategies Group, LLC4,579$926K0.83%+1,69913F-HRTimeline
Private Advisory Group LLC4,530$916K0.1%+5713F-HRTimeline
Three Magnolias Financial Advisors, LLC4,518$913K0.77%-29413F-HRTimeline
Aspect Partners, LLC4,427$895K0.51%+213F-HRTimeline
Sovereign Financial Group, Inc.4,426$895K0.21%+10013F-HRTimeline
Advus Financial Partners, LLC4,415$892K0.38%+1,98113F-HR/ATimeline
Financial Engines Advisors L.L.C.4,401$890K<0.01%+30913F-HRTimeline
Yukon Wealth Management, Inc.4,351$879K0.37%13F-HRTimeline
BridgePort Financial Solutions, LLC4,223$854K0.39%013F-HRTimeline
Kathleen S. Wright Associates Inc.4,118$832K0.34%-11213F-HRTimeline
Centurion Wealth Management LLC3,989$825K0.26%013F-HRTimeline
Trust Co4,030$814K0.1%-5,80313F-HRTimeline
Sollinda Capital Management LLC4,020$812K0.23%-15513F-HRTimeline
Waterloo Capital, L.P.4,020$812K0.08%+1,67513F-HRTimeline
Lansing Street Advisors4,008$810K0.27%+1013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,979$799K0.07%+34813F-HR/ATimeline
Valeo Financial Advisors, LLC3,937$796K0.02%-32913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,931$795K<0.01%+45313F-HRTimelineGroup
LifePlan Investment Advisors, Inc.3,904$789K0.45%+53713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,874$783K0.3%-96713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,853$779K0.06%+4513F-HRTimeline
Lee Financial Co3,852$779K0.12%-19013F-HRTimeline
FSM Wealth Advisors, LLC3,851$778K0.18%013F-HRTimeline
VestGen Investment Management3,848$778K0.59%-34713F-HRTimeline
PRIVATE TRUST CO NA3,797$767K0.08%-12013F-HRTimeline
Adaptive Financial Consulting, LLC3,763$761K0.33%-4713F-HRTimeline
Sierra Capital LLC3,761$760K0.09%-2,30413F-HRTimeline
First Citizens Financial Corp3,665$741K0.42%-13213F-HRTimeline
NATIXISin group Natixis Investment Managers3,710$741K<0.01%-413F-HR/ATimelineGroup
CoreCap Advisors, LLC3,654$739K0.03%+1,67613F-HRTimeline
GSG Advisors LLC3,671$733K0.24%+913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,624$733K0.62%+2,45413F-HRTimeline
Benchmark Wealth Management, LLC3,596$727K0.35%new13F-HRTimeline
Institute for Wealth Management, LLC.3,594$726K0.09%-5013F-HRTimeline
Talisman Wealth Advisors LLC3,590$726K0.75%+16513F-HRTimeline
Venturi Wealth Management, LLC3,575$723K0.04%-17813F-HRTimeline
Strata Wealth Advisors, LLC3,572$722K0.22%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,526$713K0.18%+5113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.3,500$707K<0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,477$703K0.34%+2,16813F-HRTimeline
RCS Financial Planning, LLC3,448$697K0.37%+12013F-HRTimeline
CW Advisors, LLC3,372$694K0.01%new13F-HRTimeline
MBE Wealth Management, LLC3,406$688K0.33%-17613F-HRTimeline
Interchange Capital Partners, LLC3,392$686K0.19%-2913F-HRTimeline
Belpointe Asset Management LLC3,391$685K0.04%-4413F-HRTimeline
Aspire Private Capital, LLC3,377$683K0.17%+3113F-HRTimeline
LANARK FINANCIAL, INC.3,374$682K0.06%+3,37213F-HRTimeline
MATHER GROUP, LLC.3,362$680K0.01%+75413F-HRTimeline
John W. Brooker & Co., CPAs3,344$676K0.28%-23213F-HRTimeline
Rehmann Capital Advisory Group3,338$675K0.04%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,327$672K<0.01%013F-HRTimelineGroup
Advantage Trust Co3,298$667K0.4%013F-HRTimeline
CRA Financial Services, LLC3,232$653K0.11%-1013F-HRTimeline
Ergawealth Advisors, Inc.3,221$651K0.32%+1,20713F-HRTimeline
Freedom Investment Management, Inc.3,208$648K0.05%+66513F-HRTimeline
WOLVERINE TRADING, LLC3,214$646K0.02%new13F-HRTimeline
PINNACLE ASSOCIATES LTD3,189$645K0.01%+1,23913F-HRTimeline
Burt Wealth Advisors3,182$643K0.16%013F-HRTimeline
Retirement Wealth Solutions LLC3,157$638K0.51%+78513F-HRTimeline
Dakota Wealth Management3,152$637K0.01%-14613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,058$633K0.05%013F-HRTimeline
BLALOCK WILLIAMS, LLC3,130$633K0.71%+27813F-HRTimeline
GRIES FINANCIAL LLC3,066$620K0.12%013F-HRTimeline
V2 Financial group LLC3,065$620K0.4%-53713F-HRTimeline
WORLD EQUITY GROUP, INC.3,033$613K0.18%+33713F-HRTimeline
Eagle Strategies LLC3,033$613K0.11%+313F-HRTimeline
W ADVISORS, LLC3,032$613K0.38%+18613F-HRTimeline
Commonwealth Retirement Investments LLC3,024$611K0.25%+15413F-HRTimeline
Bernardo Wealth Planning LLC2,979$602K0.14%-813F-HR/ATimeline
Trueblood Wealth Management, LLC2,967$600K0.28%+35213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,940$594K0.3%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,920$590K0.08%+18413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,913$589K<0.01%-26713F-HRTimelineGroup
Trust Co of the South2,907$588K0.12%new13F-HRTimeline
Elevation Capital Advisory, LLC2,864$579K0.25%-43,67213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,850$576K0.02%+1,01313F-HRTimeline
Joel Adams & Associates, Inc.2,846$575K0.52%+3913F-HRTimeline
EP Wealth Advisors, LLC2,839$574K<0.01%-94813F-HRTimeline
Palumbo Wealth Management LLC2,835$573K0.19%+613F-HRTimeline
Investment Advisory Group, LLC2,787$563K0.19%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,767$559K0.04%+11613F-HRTimeline
Keystone Financial Group, Inc.2,598$556K0.39%-22413F-HRTimeline
Perissos Private Wealth Management, LLC2,725$551K0.5%+213F-HRTimeline
Lion Street Advisors, LLC2,721$550K0.17%+1713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,714$549K0.02%+8613F-HRTimelineGroup
Clearstead Advisors, LLC2,705$547K0.01%-28413F-HRTimeline
Amplius Wealth Advisors, LLC2,690$544K0.06%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,676$541K0.04%-4,79613F-HRTimeline
Aspire Growth Partners LLC2,443$527K0.47%-46013F-HRTimeline
Parallax Volatility Advisers, L.P.2,601$526K0.02%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,634$524K0.27%013F-HRTimeline
EWA, LLC2,585$523K0.19%-84413F-HRTimeline
CIBC WORLD MARKET INC.2,585$523K<0.01%+47513F-HRTimeline
GWN SECURITIES INC.2,508$520K0.03%new13F-HRTimeline
OMNI 360 Wealth, Inc.2,573$520K0.35%-26013F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.2,557$517K0.02%+1,08813F-HRTimeline
LS Investment Advisors, LLC2,540$513K0.08%-11013F-HRTimeline
MTM Investment Management, LLC2,522$513K0.2%013F-HRTimeline
LongView Wealth Management2,528$511K0.15%-20113F-HRTimeline
Integrated Advisors Network LLC2,524$510K0.03%+1,37213F-HRTimeline
GDS Wealth Management2,520$509K0.04%+25513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,497$505K0.04%+4613F-HRTimeline
Busey Bank2,466$498K0.02%-15113F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,438$493K0.24%+113F-HRTimeline
Tyche Wealth Partners LLC2,437$493K0.11%+21913F-HRTimeline
Raleigh Capital Management Inc.2,427$491K0.22%+613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,426$490K0.01%+88813F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC2,410$487K0.14%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,404$486K0.02%013F-HRTimelineGroup
Estate Counselors, LLC2,400$485K0.05%013F-HRTimeline
Shore Point Advisors, LLC2,393$484K0.26%-2,62413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,380$481K<0.01%013F-HRTimelineGroup
Oxinas Partners, LLC2,339$473K0.28%+4913F-HRTimeline
New Millennium Group LLC2,334$472K0.31%-4713F-HRTimeline
KKM Financial LLC2,321$469K0.2%-20013F-HRTimeline
Vantage Point Financial LLC2,317$468K0.24%+15413F-HRTimeline
IHT Wealth Management, LLC2,317$468K0.01%-10913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,318$468K<0.01%-49113F-HRTimelineGroup
Maia Wealth LLC2,337$462K0.1%-70213F-HRTimeline
Capital Investment Advisors, LLC2,282$461K0.01%+61113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,279$461K<0.01%+1,94213F-HR/ATimelineGroup
Perigon Wealth Management, LLC2,272$459K0.01%-21,28213F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,243$453K0.22%-4613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,241$453K<0.01%-16,57313F-HRTimelineGroup
Fisher Asset Management, LLC2,234$452K<0.01%+78513F-HRTimeline
BCU Wealth Advisors, LLC2,230$451K0.23%-76613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,227$450K0.01%+54313F-HRTimeline
Atlas Brown,Inc.2,223$449K0.16%+21913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,220$449K0.01%+41513F-HRTimelineGroup
Quantinno Capital Management LP2,220$449K<0.01%+45713F-HRTimeline
HBW ADVISORY SERVICES LLC2,218$448K0.06%+513F-HRTimeline
CGN Advisors LLC2,211$447K0.04%-55713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,211$447K0.02%+1,43313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC2,207$446K0.01%013F-HRTimeline
Bowman & Co S.C.2,166$438K0.22%+23213F-HRTimeline
Wealthfront Advisers LLC2,120$429K<0.01%+86813F-HRTimeline
VICUS CAPITAL2,113$427K0.04%013F-HRTimeline
First Bank & Trust2,101$425K0.08%-12113F-HRTimeline
Breakwater Capital Group2,094$423K0.08%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,895$423K0.38%013F-HRTimeline
Alpha Cubed Investments, LLC2,091$423K0.02%+31713F-HRTimeline
Empire Financial Management Company, LLC2,088$422K0.13%-10013F-HRTimeline
Aviso Financial Inc.2,087$422K0.02%+52613F-HRTimeline
FINANCIAL LIFE ADVISORS2,077$420K0.16%013F-HRTimeline
Brookwood Investment Group LLC2,072$419K0.07%13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,070$418K0.36%-3713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,064$417K0.02%+24413F-HRTimelineGroup
Legacy Trust2,060$416K0.1%013F-HRTimeline
Allen Capital Group, LLC2,048$414K0.05%013F-HRTimeline
Centric Wealth Management2,036$412K0.11%+213F-HRTimeline
White Lighthouse Investment Management …2,023$409K0.07%-12813F-HRTimeline
Good Life Advisors, LLC2,006$405K0.03%+113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,974$399K0.04%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,969$398K0.15%-3013F-HRTimeline
Santori & Peters, Inc.1,949$394K0.16%-40413F-HRTimeline
SeaCrest Wealth Management, LLC1,947$394K0.04%-2813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,946$394K0.23%+2213F-HRTimeline
Cooper Financial Group1,935$391K0.05%+26813F-HRTimeline
Owen LaRue, LLC1,931$390K0.19%+213F-HRTimeline
Arete Wealth Advisors, LLC1,928$390K0.03%+11913F-HRTimeline
LEGACY SOLUTIONS, LLC1,922$388K0.43%013F-HRTimeline
NorthRock Partners, LLC1,907$385K0.01%+1,78913F-HRTimeline
Dynamic Advisor Solutions LLC1,888$382K0.01%+25613F-HRTimeline
Syntegra Private Wealth Group, LLC1,878$380K0.04%013F-HRTimeline
LifeSteps Financial, Inc.1,876$379K0.31%-16613F-HRTimeline
Concorde Asset Management, LLC1,889$378K0.2%new13F-HRTimeline
Signal Advisors Wealth, LLC1,860$376K0.04%-213F-HRTimeline
FIRST MERCHANTS CORP1,852$374K0.01%-33613F-HRTimeline
L. Roy Papp & Associates, LLP1,845$373K0.05%013F-HRTimeline
Brown Miller Wealth Management, LLC1,842$372K0.13%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,829$370K<0.01%-35713F-HRTimeline
Integrity Wealth Solutions LLC1,821$368K0.2%+2213F-HRTimeline
Dorsey & Whitney Trust CO LLC1,817$367K0.02%+19013F-HRTimeline
NWAM LLC1,804$365K0.03%+15413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,801$364K<0.01%+6713F-HRTimeline
United Advisor Group, LLC1,798$364K0.07%+30113F-HRTimeline
IAG Wealth Partners, LLC1,789$362K0.06%-39113F-HRTimeline
Elevated Capital Advisors, LLC1,775$359K0.1%-4213F-HRTimeline
WealthBridge Capital Management, LLC1,775$359K0.1%-1013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,753$354K<0.01%-33313F-HRTimelineGroup
Wick Capital Partners, LLC1,752$354K0.11%new13F-HRTimeline
Baron Financial Group, LLC1,735$351K0.22%-1,20113F-HRTimeline
Accelerate Investment Advisors LLC1,735$351K0.29%+64913F-HRTimeline
OPINICUS CAPITAL, INC.1,724$349K0.31%+2013F-HRTimeline
Sterling Group Wealth Management, LLC1,714$346K0.19%013F-HRTimeline
Maridea Wealth Management LLC1,685$341K0.11%+66913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,684$340K<0.01%-2,79413F-HRTimelineGroup
Jacobi Capital Management LLC1,682$340K0.03%+713F-HRTimeline
Summit Financial, LLC1,681$340K0.01%new13F-HRTimeline