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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
CogentBlue Wealth Advisors, LLC1,513$313K0.28%13F-HRTimeline
Canandaigua National Trust Co of Florida1,512$313K0.24%new13F-HRTimeline
Delta Financial Group, Inc.1,507$312K0.07%+513F-HRTimeline
JTC Employer Solutions Trustee Ltd1,502$312K0.02%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.1,504$311K0.09%013F-HRTimeline
Hutchens & Kramer Investment Management…1,501$311K0.17%new13F-HRTimeline
Traction Financial Partners, LLC1,499$310K0.24%013F-HRTimeline
United Advisor Group, LLC1,497$310K0.06%-1,92613F-HRTimeline
Newman Dignan & Sheerar, Inc.1,497$310K0.08%013F-HRTimeline
Atlatl Advisers LLC1,473$305K0.18%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,469$304K0.03%13F-HRTimeline
LINCOLN CAPITAL CORP1,459$302K0.12%013F-HRTimeline
Lunt Capital Management, Inc.1,457$301K0.12%013F-HRTimeline
Tradition Wealth Management, LLC1,457$301K0.03%+513F-HRTimeline
JBR Co Financial Management Inc1,456$301K0.18%013F-HRTimeline
Fisher Asset Management, LLC1,449$300K<0.01%+27713F-HRTimeline
HMV Wealth Advisors, LLC1,446$299K0.3%13F-HRTimeline
Larson Financial Group LLC1,442$298K0.02%+1413F-HRTimeline
FINANCIAL COUNSELORS INC1,427$295K<0.01%+7613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,416$293K0.04%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,410$292K0.01%+1,02413F-HRTimeline
Argent Trust Co1,409$292K0.01%+40913F-HRTimeline
Onyx Bridge Wealth Group LLC1,407$291K0.04%+1413F-HRTimeline
USAdvisors Wealth Management, LLC1,411$291K0.09%-913F-HRTimeline
National Wealth Management Group, LLC1,402$290K0.19%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,371$288K<0.01%+45413F-HRTimelineGroup
Fortune Financial Advisors, LLC1,386$287K0.26%+113F-HRTimeline
Destiny Wealth Partners, LLC1,375$285K0.05%-14613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,374$284K0.02%+15213F-HR/ATimelineGroup
Transce3nd, LLC1,373$284K0.1%13F-HRTimeline
Advisory Alpha, LLC1,372$284K0.01%013F-HRTimeline
Successful Portfolios LLC1,372$284K0.19%013F-HRTimeline
Composition Wealth, LLC1,370$283K0.01%+22913F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,361$282K0.11%-513F-HRTimeline
Lloyd Advisory Services, LLC.1,356$280K0.13%new13F-HRTimeline
Meridian Wealth Management, LLC1,350$279K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,350$279K0.03%new13F-HRTimeline
Rede Wealth, LLC1,344$278K0.11%-6313F-HRTimeline
Collaborative Wealth Managment Inc.1,344$278K0.13%-11113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,341$277K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC1,330$275K0.01%+20213F-HRTimeline
LPF Advisors LLC1,325$274K0.23%013F-HRTimeline
Cassady Schiller Wealth Management, LLC1,319$273K0.1%013F-HRTimeline
Smithfield Trust Co1,317$272K0.01%+63213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,309$271K0.13%new13F-HRTimeline
Berkshire Money Management, Inc.1,303$270K0.03%new13F-HRTimeline
ProVise Management Group, LLC1,290$267K0.02%013F-HRTimeline
Orion Capital Management LLC1,273$263K0.12%013F-HRTimeline
TD Capital Management LLC1,266$262K0.03%-2413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,263$261K<0.01%new13F-HRTimelineGroup
BostonPremier Wealth LLC1,263$261K0.16%13F-HRTimeline
Reyes Financial Architecture, Inc.1,255$260K0.2%13F-HRTimeline
Wealthfront Advisers LLC1,252$259K<0.01%+25513F-HR/ATimeline
NOVUS ADVISORS, LLC1,251$259K0.26%13F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,246$258K0.19%-7513F-HRTimeline
L.M. KOHN & COMPANY1,240$257K0.07%013F-HRTimeline
Arcadia Wealth Management, LLC1,237$256K0.13%+10713F-HRTimeline
IMG Wealth Management, Inc.1,236$256K0.24%13F-HRTimeline
Strid Group, LLC1,232$255K0.04%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,228$254K0.01%new13F-HR/ATimeline
Blackston Financial Advisory Group, LLC1,218$252K0.13%-2613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,206$250K0.13%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,206$250K0.01%new13F-HRTimeline
Edgestream Partners, L.P.1,203$249K0.01%-61013F-HRTimeline
Veracity Capital LLC1,196$247K0.09%new13F-HRTimeline
Semus Wealth Partners LLC1,196$247K0.16%new13F-HRTimeline
Opulen Financial Group LLC1,194$247K0.22%13F-HRTimeline
JT Stratford LLC1,189$246K0.04%new13F-HRTimeline
Prospera Financial Services Inc1,181$245K0.01%-27413F-HRTimeline
HILL ISLAND FINANCIAL LLC1,182$245K0.07%-9813F-HRTimeline
FAS Wealth Partners, Inc.1,179$244K0.02%-36613F-HRTimeline
Rappaport Reiches Capital Management, L…1,179$244K0.06%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,175$243K0.14%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,170$242K0.21%new13F-HRTimeline
Glassman Wealth Services1,169$242K0.04%013F-HRTimeline
Two West Capital Advisors LLC1,168$242K0.21%new13F-HRTimeline
Allegheny Financial Group1,153$239K0.06%013F-HRTimeline
Integrated Advisors Network LLC1,152$238K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,152$238K0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,152$238K0.01%new13F-HRTimelineGroup
Royal Harbor Partners, LLC1,146$237K0.09%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…1,145$237K0.1%+513F-HRTimelineGroup
My Legacy Advisors, LLC1,111$237K0.09%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,125$233K<0.01%+48413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,122$232K<0.01%013F-HRTimeline
Clark Asset Management, LLC1,118$231K0.04%new13F-HRTimeline
Darwin Wealth Management, LLC1,112$230K0.08%-3413F-HR/ATimeline
Summit Investment Advisory Services, LLC1,112$230K0.12%+313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,112$230K<0.01%new13F-HRTimelineGroup
Bordeaux Wealth Advisors LLC1,103$228K0.04%013F-HR/ATimeline
New Hampshire Trust1,095$227K0.05%013F-HRTimeline
4J Wealth Management LLC1,089$225K0.18%+113F-HRTimeline
Lakeridge Wealth Management LLC1,088$225K0.12%new13F-HRTimeline
Accelerate Investment Advisors LLC1,086$225K0.2%new13F-HRTimeline
Householder Group Estate & Retirement S…1,084$224K0.17%+5913F-HRTimeline
1ST SOURCE BANK1,080$223K0.01%013F-HRTimeline
Blue Oak Capital, LLC1,080$223K0.14%13F-HRTimeline
Continuum Advisory, LLC1,078$223K0.03%+35013F-HRTimeline
Cadence Bank1,077$223K0.02%+3213F-HRTimeline
Cherry Tree Wealth Management, LLC1,070$221K0.05%-1713F-HRTimeline
Willis Johnson & Associates, Inc.1,068$221K0.02%-18413F-HRTimeline
Chancellor Financial Group WB LP1,068$221K0.18%13F-HRTimeline
FourThought Financial Partners, LLC1,054$218K0.02%013F-HRTimeline
Strategic Financial Concepts, LLC1,050$217K0.04%new13F-HR/ATimeline
Axis Wealth Partners, LLC1,049$217K0.18%13F-HRTimeline
NorthCoast Asset Management LLC1,045$217K<0.01%new13F-HR/ATimeline
BBR PARTNERS, LLC1,045$216K0.02%013F-HRTimeline
NCM Capital Management, LLC1,044$216K0.1%+4413F-HRTimeline
SYM FINANCIAL Corp1,043$216K0.03%013F-HRTimeline
Peninsula Wealth, LLC1,040$215K0.04%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,037$215K0.05%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,032$213K0.04%-913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,031$213K0.89%new13F-HRTimeline
Legacy Edge Advisors, LLC1,025$213K0.03%new13F-HRTimeline
EVERPAR ADVISORS LLC1,016$210K0.11%+813F-HRTimeline
Maridea Wealth Management LLC1,016$210K0.07%13F-HRTimeline
PUREfi Wealth, LLC1,004$208K0.2%13F-HRTimeline
Simmons Bankin group Simmons Bank1,000$207K0.02%013F-HRTimelineGroup
Zhang Financial LLC1,000$207K0.01%013F-HRTimeline
Certus Wealth Management, LLC905$206K0.14%-15713F-HRTimeline
Accredited Investors Inc.987$204K0.01%013F-HRTimeline
Quotient Wealth Partners, LLC983$203K0.01%new13F-HRTimeline
Poehling Capital Management, INC.979$203K0.05%new13F-HRTimeline
Faithward Advisors, LLC972$201K0.03%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC972$201K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC971$201K0.03%+213F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding952$197K+100Timeline
Key Financial Inc950$197K0.04%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding901$186K+4Timeline
Stephens Consulting, LLC894$185K0.05%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC883$183K0.01%-1013F-HRTimeline
Citizens National Bank Trust Department869$180K0.04%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY863$179K0.04%+9013F-HRTimeline
Wood Tarver Financial Group, LLC851$176K0.06%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO837$173K<0.01%013F-HRTimelineGroup
First PREMIER Bank834$173K0.04%013F-HRTimeline
American Capital Advisory, LLC836$173K0.1%-1413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC810$168K<0.01%013F-HRTimeline
Quantbot Technologies LP792$164K0.01%new13F-HRTimeline
MGB Wealth Management, LLC788$163K0.05%+5613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…778$161K0.01%+71113F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC743$154K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC737$152K0.02%-213F-HRTimeline
Glen Eagle Advisors, LLC724$150K0.02%+12413F-HRTimeline
SIGNATUREFD, LLC706$146K<0.01%+54113F-HRTimeline
Pinnacle Bancorp, Inc.703$145K0.05%+4213F-HRTimeline
Integrity Financial Corp /WA699$145K0.08%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP696$144K0.04%new13F-HRTimeline
JDM Financial Group LLC645$133K0.07%+39913F-HRTimeline
WR Wealth Planners, LLC623$129K0.04%-23413F-HRTimeline
Cape Investment Advisory, Inc.576$119K0.05%+50113F-HRTimeline
Beaird Harris Wealth Management, LLC574$119K0.01%013F-HRTimeline
New Republic Capital, LLC564$117K0.08%new13F-HRTimeline
Global Financial Private Client, LLC558$115K0.04%new13F-HRTimeline
Bogart Wealth, LLC541$112K0.01%013F-HRTimeline
Founders Financial Alliance, LLC537$111K0.03%+113F-HRTimeline
CENTRAL TRUST Co518$107K<0.01%013F-HRTimeline
FLP Wealth Management, LLC514$106K0.27%13F-HRTimeline
WASHINGTON TRUST Co514$106K<0.01%-1,60013F-HRTimeline
Signature Resources Capital Management,…474$98.1K0.09%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …454$93.9K0.02%-1313F-HRTimelineGroup
Hilltop National Bank442$91.5K0.03%-7013F-HRTimeline
Comprehensive Financial Planning, Inc./…428$88.6K0.07%13F-HRTimeline
Parkside Financial Bank & Trust415$85.9K0.01%013F-HRTimeline
First Pacific Financial415$85.9K0.02%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.379$78.8K0.06%+2513F-HRTimeline
TRUST CO OF VERMONT361$74.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.346$71.6K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC338$69.9K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC337$69.7K<0.01%-3,66013F-HR/ATimelineGroup
S&T Bank/PA323$66.8K0.02%new13F-HRTimeline
Element Wealth, LLC322$66.7K0.03%+12013F-HRTimeline
Tanglewood Legacy Advisors, LLC307$63.5K0.03%-5013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …302$63K<0.01%013F-HRTimelineGroup
Bangor Savings Bank300$62.1K0.01%013F-HRTimeline
LGT Financial Advisors LLC279$57.8K0.13%new13F-HRTimeline
BFSG, LLC276$57.1K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd273$56.2K0.01%013F-HRTimelineGroup
CNB Bank263$54.4K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$51.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hexagon Capital Partners LLC250$51.7K0.01%-6013F-HRTimeline
Realta Investment Advisors233$49.2K0.02%new13F-HRTimeline
REAP Financial Group, LLC234$48.4K0.01%new13F-HRTimeline
Kings Path Partners LLC229$47.5K0.02%-19113F-HRTimeline
AdvisorNet Financial, Inc218$45K<0.01%+7413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…198$41K0.01%+18813F-HRTimeline
Operose Advisors LLC188$38.9K0.01%+6113F-HRTimeline
Family Capital Trust Co183$37.9K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.179$37K0.04%13F-HRTimeline
Winthrop Capital Management, LLC177$37K0.01%013F-HRTimeline
HM PAYSON & CO171$35.4K<0.01%013F-HRTimeline
GAMMA Investing LLC171$35.4K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC170$35.2K0.02%013F-HRTimeline
Luminist Capital LLC170$35.2K0.06%13F-HRTimeline
Sunbelt Securities, Inc.164$34.2K<0.01%+13513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.155$32.1K<0.01%-4413F-HRTimelineGroup
Mainstream Capital Management LLC150$31K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp145$30K0.03%13F-HRTimeline
Abound Wealth Management137$28.4K0.01%013F-HRTimeline
Northwest Capital Management Inc137$28.3K0.01%013F-HRTimeline