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Disclosery

MTUM ISHARES TR

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SHS (fund)

954 managers (963 13F filers) reported a position in MTUM shares at 2025-06-30, 70,241,457 shares in all. 117 filers opened a position and 50 filers sold out during the quarter.

Managers
954
13F filers
963
New
117
Added
355
Reduced
333
Sold out
50
Shares held by filers
70,241,457

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LifeSteps Financial, Inc.1,876$451K0.31%013F-HRTimeline
FIRST MERCHANTS CORP1,852$445K0.02%013F-HRTimeline
L. Roy Papp & Associates, LLP1,852$445K0.05%+713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,851$445K0.01%+33613F-HRTimelineGroup
Brown Miller Wealth Management, LLC1,842$443K0.14%013F-HRTimeline
Empire Financial Management Company, LLC1,838$442K0.13%-25013F-HRTimeline
Integrity Wealth Solutions LLC1,822$438K0.21%+113F-HRTimeline
WOLVERINE TRADING, LLC1,830$435K0.01%-1,38413F-HRTimeline
Alpha Cubed Investments, LLC1,800$433K0.02%-29113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,796$432K0.16%-17313F-HRTimeline
Jacobi Capital Management LLC1,792$431K0.03%+11013F-HRTimeline
GWN SECURITIES INC.1,756$431K0.08%-75213F-HRTimeline
MGB Wealth Management, LLC1,791$430K0.14%+25413F-HRTimeline
IAG Wealth Partners, LLC1,789$430K0.06%013F-HRTimeline
WealthBridge Capital Management, LLC1,775$427K0.11%013F-HRTimeline
EVERPAR ADVISORS LLC1,765$424K0.19%+40913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,753$421K<0.01%013F-HRTimelineGroup
New Century Financial Group, LLC1,749$420K0.49%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,715$412K0.02%-49613F-HRTimelineGroup
Sterling Group Wealth Management, LLC1,714$412K0.23%013F-HRTimeline
Accelerate Investment Advisors LLC1,711$411K0.31%-2413F-HRTimeline
Teamwork Financial Advisors, LLC1,709$411K0.05%+4413F-HRTimeline
OPINICUS CAPITAL, INC.1,706$410K0.31%-1813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,698$408K<0.01%-52913F-HRTimeline
Arrowroot Family Office, LLC1,685$405K0.18%13F-HRTimeline
Baron Financial Group, LLC1,675$403K0.24%-6013F-HRTimeline
Hemington Wealth Management1,663$399K0.06%013F-HRTimeline
BRIGHTON JONES LLC1,653$397K0.01%+33513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,643$395K0.3%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,628$391K<0.01%-5613F-HRTimelineGroup
NWAM LLC1,614$389K0.02%-19013F-HR/ATimeline
NorthCoast Asset Management LLC1,619$389K<0.01%+23513F-HRTimeline
Washington Trust Advisors, Inc.1,600$385K0.03%013F-HRTimeline
Trust Co of the South1,600$385K0.07%-1,30713F-HRTimeline
FWG Investments, LLC.1,597$384K0.29%new13F-HRTimeline
Larson Financial Group LLC1,591$382K0.02%+8813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,590$382K0.02%+5613F-HRTimelineGroup
Aviso Financial Inc.1,588$382K0.02%-49913F-HRTimeline
Federation des caisses Desjardins du Qu…1,584$381K<0.01%-24513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,583$380K0.02%+28013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,562$375K0.03%-1,20513F-HRTimeline
EWA, LLC1,546$372K0.12%-1,03913F-HRTimeline
Quartz Partners, LLC1,538$370K0.17%-2813F-HRTimeline
Mendel Money Management1,536$369K0.16%-13413F-HRTimeline
WBH ADVISORY INC1,534$369K0.03%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,533$368K0.17%+10013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,521$366K<0.01%+11913F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…1,514$364K0.03%+613F-HRTimeline
HBK Sorce Advisory LLC1,513$364K0.01%-2813F-HRTimeline
JTC Employer Solutions Trustee Ltd1,502$361K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC1,775$359K0.1%013F-HRTimeline
L.M. KOHN & COMPANY1,492$359K0.1%+25813F-HRTimeline
Newman Dignan & Sheerar, Inc.1,489$358K0.08%013F-HRTimeline
IHT Wealth Management, LLC1,489$358K0.01%-82813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,486$357K0.01%-94013F-HRTimelineGroup
FLP Wealth Management, LLC1,473$354K0.99%-2213F-HRTimeline
Bay Rivers Group1,467$353K0.16%new13F-HRTimeline
Tradition Wealth Management, LLC1,464$352K0.03%-1413F-HRTimeline
Transce3nd, LLC1,464$352K0.15%-15813F-HRTimeline
TOWNSQUARE CAPITAL LLC1,463$352K0.03%-13,08213F-HRTimeline
Lunt Capital Management, Inc.1,457$350K0.13%013F-HRTimeline
Atlatl Advisers LLC1,457$350K0.17%+1713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,456$350K0.18%+27613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,456$350K<0.01%new13F-HRTimelineGroup
Composition Wealth, LLC1,456$350K0.01%+30113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,438$346K0.04%+2213F-HRTimeline
James J. Burns & Company, LLC1,431$344K0.06%-4713F-HRTimeline
Ausdal Financial Partners, Inc.1,413$340K0.02%new13F-HRTimeline
Wealthspire Advisors, LLC1,395$335K<0.01%-17213F-HRTimeline
Smithfield Trust Co1,389$334K0.02%+7213F-HRTimeline
JT Stratford LLC1,388$334K0.05%-4913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,382$332K0.01%+21013F-HRTimeline
Onyx Bridge Wealth Group LLC1,376$331K0.04%-1913F-HRTimeline
Destiny Wealth Partners, LLC1,375$330K0.04%013F-HRTimeline
JBR Co Financial Management Inc1,375$330K0.16%-8113F-HRTimeline
USAdvisors Wealth Management, LLC1,372$330K0.12%+1,22913F-HRTimeline
Successful Portfolios LLC1,372$330K0.2%013F-HRTimeline
SYM FINANCIAL Corp1,316$316K0.04%+27313F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,314$316K0.12%013F-HRTimeline
Semus Wealth Partners LLC1,306$314K0.2%-913F-HRTimeline
Kelman-Lazarov, Inc.1,302$313K0.05%013F-HRTimeline
CogentBlue Wealth Advisors, LLC1,302$313K0.24%-21113F-HRTimeline
Bragg Financial Advisors, Inc1,300$312K0.01%new13F-HRTimeline
LINCOLN CAPITAL CORP1,296$311K0.12%-26713F-HRTimeline
Camarda Financial Advisors, LLC1,295$311K0.12%new13F-HRTimeline
ProVise Management Group, LLC1,289$310K0.02%013F-HRTimeline
Meridian Wealth Management, LLC1,285$309K0.01%-6213F-HRTimeline
Rede Wealth, LLC1,285$309K0.11%-1713F-HRTimeline
Advisory Alpha, LLC1,273$306K0.01%-16613F-HRTimeline
Orion Capital Management LLC1,273$306K0.12%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,272$306K0.01%-3513F-HRTimeline
VICUS CAPITAL1,271$306K0.03%-84213F-HRTimeline
HMV Wealth Advisors, LLC1,268$305K0.2%013F-HRTimeline
Hutchens & Kramer Investment Management…1,281$303K0.14%-7113F-HRTimeline
Reyes Financial Architecture, Inc.1,255$302K0.26%013F-HRTimeline
NOVUS ADVISORS, LLC1,251$301K0.46%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,242$299K0.09%+1,16613F-HRTimeline
Full Sail Capital, LLC1,229$295K0.02%new13F-HRTimeline
Canandaigua National Trust Co of Florida1,214$292K0.21%new13F-HRTimeline
Opulen Financial Group LLC1,196$288K0.24%+113F-HRTimeline
Continuum Advisory, LLC1,194$287K0.03%+32213F-HRTimeline
SIGNATUREFD, LLC1,193$287K<0.01%+48713F-HRTimeline
IMG Wealth Management, Inc.1,193$287K0.22%-5913F-HRTimeline
Aprio Wealth Management, LLC1,189$286K0.03%+1113F-HRTimeline
FAS Wealth Partners, Inc.1,184$284K0.02%+213F-HRTimeline
Principle Wealth Partners LLC1,170$281K0.02%new13F-HRTimeline
Glassman Wealth Services1,169$281K0.04%013F-HRTimeline
Willis Johnson & Associates, Inc.1,167$280K0.02%-1113F-HRTimeline
Traction Financial Partners, LLC1,166$280K0.19%013F-HRTimeline
LexAurum Advisors, LLC1,165$280K0.04%new13F-HRTimeline
Mesirow Financial Investment Management…1,163$280K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,162$279K0.06%+5113F-HRTimeline
Colonial River Investments, LLC1,169$278K0.12%new13F-HRTimeline
Allegheny Financial Group1,153$277K0.06%013F-HRTimeline
Royal Harbor Partners, LLC1,146$275K0.1%013F-HRTimeline
SIERRA OCEAN, LLC1,144$275K0.2%-7513F-HRTimeline
Harvest Investment Services, LLC1,140$274K0.06%new13F-HRTimeline
WESPAC Advisors SoCal, LLC1,139$274K0.06%new13F-HRTimeline
Arcadia Wealth Management, LLC1,132$272K0.12%-8713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,130$272K0.01%013F-HRTimeline
Strid Group, LLC1,119$269K0.04%-11313F-HRTimeline
Wilmington Savings Fund Society, FSB1,118$269K<0.01%-413F-HRTimeline
Private Wealth Asset Management, LLC1,118$269K0.04%013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,112$267K0.02%-9813F-HRTimeline
Lakeridge Wealth Management LLC1,111$267K0.12%-22613F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,101$265K0.01%-12713F-HRTimeline
Patriot Financial Group Insurance Agenc…1,100$264K0.03%new13F-HRTimeline
Veracity Capital LLC1,096$263K0.09%-13113F-HRTimeline
Blackston Financial Advisory Group, LLC1,096$263K0.16%-6513F-HR/ATimeline
Collaborative Wealth Managment Inc.1,095$263K0.11%-2813F-HRTimeline
New Hampshire Trust1,095$263K0.05%013F-HRTimeline
Midwest Trust Co1,095$263K<0.01%13F-HRTimeline
4J Wealth Management LLC1,089$262K0.18%013F-HRTimeline
Portside Wealth Group, LLC1,084$261K0.04%new13F-HRTimeline
GeoWealth Management, LLC1,083$260K0.01%-58,69113F-HRTimeline
FourThought Financial Partners, LLC1,080$260K0.03%+2513F-HRTimeline
Stonebrook Private Inc.1,070$257K0.06%new13F-HRTimeline
Gibbs Wealth Management1,069$257K0.05%+5813F-HRTimeline
Chancellor Financial Group WB LP1,068$257K0.2%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,052$253K0.01%-5813F-HRTimelineGroup
BBR PARTNERS, LLC1,045$251K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC1,047$251K0.07%-6913F-HRTimeline
NCM Capital Management, LLC1,044$251K0.1%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.1,041$250K0.07%013F-HRTimeline
Lifeworks Advisors, LLC1,041$250K0.04%+913F-HRTimeline
Cadence Bank1,041$250K0.02%-3613F-HRTimeline
Stonebridge Wealth Management, LLC1,039$250K0.24%13F-HRTimeline
My Legacy Advisors, LLC1,050$249K0.09%-10213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,037$249K0.06%013F-HRTimeline
Summit Investment Advisory Services, LLC1,034$249K0.11%+213F-HR/ATimeline
Forefront Wealth Partners, LLC1,160$248K0.17%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,033$248K0.05%+113F-HRTimeline
Summit Wealth Partners, LLC1,033$248K0.05%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,031$248K0.19%013F-HRTimeline
Intellus Advisors LLC1,030$248K0.04%new13F-HRTimeline
Consolidated Portfolio Review Corp1,017$244K0.03%new13F-HRTimeline
TRUE Private Wealth Advisors1,011$243K0.03%-47013F-HRTimeline
Darwin Wealth Management, LLC1,004$241K0.08%-10813F-HRTimeline
Accredited Investors Inc.987$237K0.01%new13F-HRTimeline
Axis Wealth Partners, LLC987$237K0.16%-6213F-HRTimeline
OLD MISSION CAPITAL LLC981$236K0.01%new13F-HRTimeline
Poehling Capital Management, INC.979$235K0.05%new13F-HRTimeline
Axim Planning & Wealth978$235K0.21%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…973$234K<0.01%+12813F-HRTimelineGroup
Legacy Capital Group California, Inc.970$233K0.06%new13F-HRTimeline
Valued Retirements, Inc.964$232K0.26%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…960$231K0.08%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC956$230K0.01%new13F-HRTimeline
Key Financial Inc950$228K0.05%013F-HRTimeline
Edgestream Partners, L.P.942$226K0.01%-65213F-HRTimeline
1ST SOURCE BANK935$225K0.01%-14513F-HRTimeline
Intelligence Driven Advisers, LLC927$223K0.03%new13F-HRTimeline
WNY Asset Management, LLC912$219K0.02%new13F-HRTimeline
Fisher Asset Management, LLC911$219K<0.01%-1,32313F-HRTimeline
GPS Wealth Strategies Group, LLC911$219K0.03%-2613F-HRTimeline
Curi Capital, LLC897$216K<0.01%new13F-HRTimeline
Stephens Consulting, LLC894$215K0.05%013F-HRTimeline
Faithward Advisors, LLC888$214K0.03%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC883$212K0.01%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…881$212K0.08%-12813F-HRTimelineGroup
Insight Advisors, LLC/ PA880$211K0.03%new13F-HRTimeline
Momentum Wealth Planning, LLC878$211K0.18%13F-HRTimeline
NWF Advisory Services Inc.878$211K0.03%new13F-HRTimeline
Citizens National Bank Trust Department869$209K0.04%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC867$208K<0.01%-18813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…857$206K0.02%new13F-HRTimeline
Strategies Wealth Advisors, LLC857$206K0.02%new13F-HRTimeline
Confluence Wealth Services, Inc.856$206K0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC853$205K0.06%new13F-HRTimeline
Wood Tarver Financial Group, LLC851$204K0.06%013F-HRTimeline
Leelyn Smith, LLC843$203K0.03%new13F-HRTimeline
First PREMIER Bank834$200K0.05%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC830$199K0.05%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC822$198K<0.01%+1213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO799$192K<0.01%013F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY780$187K0.04%-8513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/760$183K<0.01%-50613F-HRTimelineGroup
Salomon & Ludwin, LLC737$175K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC717$172K<0.01%-1,56213F-HR/ATimelineGroup
Asset Dedication, LLC712$171K0.01%new13F-HRTimeline