ISHARES TR (MTUM)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

Reporting holders

$162.4M

Reported value

0.0%

Calls

0.0%

Puts

-1,161

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
Acropolis Investment Management, LLC	$44.2M	139,272	1.78%	15q	-50.2%-$44.5M
Apella Capital, LLC	$37.9M	117,618	0.48%	26q	-3.3%-$1.3M
First Heartland Consultants, Inc.	$13.5M	42,697	0.90%	18q	+149.9%+$8.1M
Capital Planning LLC	$8.7M	27,437	2.32%	24q	-3.6%-$320.5K
Tactive Advisors, LLC	$7.9M	24,821	1.89%	2q	+31.9%+$1.9M
Farther Finance Advisors, LLC	$5.9M	18,568	0.04%	16q	-46.0%-$5.0M
Weaver Consulting Group	$3.4M	10,745	0.66%	31q	+1.5%+$51.4K
Trust Co	$2.8M	8,771	0.24%	10q	-34.1%-$1.4M
Sound Income Strategies, LLC	$2.8M	8,762	0.12%	15q	-12.4%-$393.2K
Elm3 Financial Group, LLC	$2.6M	8,280	1.75%	7q	-19.3%-$626.8K
Financial Enhancement Group LLC	$2.6M	7,990	0.30%	6q	+10.6%+$246.7K
Legacy Private Trust Co.	$2.6M	8,108	0.14%	32q	-1.8%-$47.9K
Decker Wealth Management LLC	$2.0M	6,307	0.41%	4q	HELD
CHAPIN DAVIS, INC.	$2.0M	6,157	0.38%	11q	HELD
McNaughton Wealth Management, LLC	$1.9M	5,904	0.65%	28q	HELD
Global Wealth Strategies & Associates	$1.7M	5,342	0.31%	11q	-14.9%-$296.7K
Insight Wealth Strategies, LLC	$1.6M	5,004	0.16%	30q	HELD
Balefire, LLC	$1.5M	4,594	0.23%	5q	+44.6%+$450.0K
First Citizens Financial Corp	$1.4M	4,296	0.57%	22q	-3.4%-$48.6K
Apeiron RIA LLC	$1.3M	4,073	0.30%	2q	-51.2%-$1.4M
Valeo Financial Advisors, LLC	$1.2M	3,830	0.03%	32q	HELD
ARMSTRONG ADVISORY GROUP, INC	$1.2M	3,829	0.07%	16q	HELD
Galvin, Gaustad & Stein, LLC	$866.7K	2,731	0.07%	4q	-70.0%-$2.0M
Atlas Brown,Inc.	$735.6K	2,318	0.19%	32q	-7.9%-$63.5K
Mallini Complete Financial Planning LLC	$702.1K	2,212	0.49%	8q	HELD
LEGACY SOLUTIONS, LLC	$609.9K	1,922	0.47%	8q	HELD
Williams & Novak Wealth Management, LLC	$579.8K	1,827	0.34%	new	NEW
Factor Wealth Management LTD	$554.7K	1,748	0.08%	2q	HELD
Breakwater Capital Group	$546.6K	1,722	0.06%	7q	+3.2%+$16.8K
Cooper Financial Group	$510.8K	1,610	0.04%	27q	HELD
Avidian Wealth Enterprises, LLC	$494.6K	1,559	0.01%	8q	-50.5%-$504.4K
Successful Portfolios LLC	$460.9K	1,426	0.21%	12q	HELD
Baron Financial Group, LLC	$433.2K	1,365	0.21%	25q	-7.1%-$33.3K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$417.0K	1,314	0.00%	2q	+120.8%+$228.2K
Venture Visionary Partners LLC	$385.9K	1,215	0.01%	2q	+70.2%+$159.1K
CogentBlue Wealth Advisors, LLC	$384.6K	1,212	0.36%	8q	HELD
Whalen Wealth Management Inc.	$383.0K	1,207	0.16%	7q	-33.9%-$196.8K
Canandaigua National Trust Co of Florida	$336.1K	1,059	0.19%	new	NEW
GoalVest Advisory LLC	$327.2K	1,031	0.06%	4q	HELD
Stonebridge Wealth Management, LLC	$298.6K	941	0.27%	6q	-8.3%-$27.0K
Wealth Enhancement Trust Services, Inc.	$296.4K	934	0.03%	4q	-54.7%-$358.0K
Intelligence Driven Advisers, LLC	$294.2K	927	0.05%	6q	HELD
Capital Advisors Wealth Management, LLC	$251.4K	792	0.03%	2q	HELD
GILPIN WEALTH MANAGEMENT, LLC	$245.3K	773	0.17%	4q	+0.9%+$2.2K
Cambridge Financial Group, LLC	$242.4K	707	0.08%	2q	HELD
Box Hill Private Wealth LLC	$231.2K	728	0.17%	new	NEW
Veracity Capital LLC	$212.0K	668	0.06%	8q	-47.9%-$195.2K
Wedmont Private Capital	$205.2K	647	0.00%	2q	HELD
City Center Advisors, LLC	$201.8K	636	0.15%	2q	HELD
Gradient Investments LLC	$201.5K	635	0.00%	new	NEW
CoreCap Advisors, LLC	$198.7K	626	0.01%	11q	-88.8%-$1.6M
GAMMA Investing LLC	$101.5K	320	0.00%	11q	-2.4%-$2.5K
Central Pacific Bank - Trust Division	$30.8K	97	0.00%	11q	HELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH	$20.6K	65	0.00%	new	NEW
Planning Strategies Inc.	$19.0K	60	0.01%	2q	HELD
GK Wealth Management LLC	$8.3K	26	0.00%	new	NEW
Olistico Wealth, LLC	$7.3K	23	0.00%	new	NEW
Grove Bank & Trust	$4.1K	13	0.00%	new	NEW
Versant Capital Management, Inc	$1.6K	5	0.00%	new	NEW
ELEVATION WEALTH PARTNERS, LLC	$641	2	0.00%	5q	HELD
Retirement Wealth Solutions LLC	$220	1	0.00%	8q	-100.0%-$1.1M
CX Institutional	$81	255	0.00%	7q	-37.2%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

Quarter	Holders	Value	Shares	New	Added	Trimmed	Options
Q3 2026	61	$162.4M	509,509	9	9	22	0.0%
Q2 2026	1,222	$34.6B	90,930,308	220	328	408	7.4%
Q1 2026	1,061	$18.5B	75,275,271	93	384	315	2.3%
Q4 2025	1,057	$18.5B	74,413,161	87	432	230	0.7%
Q3 2025	995	$17.4B	66,673,275	98	366	284	2.0%
Q2 2025	975	$17.3B	70,877,222	123	330	315	1.9%
Q1 2025	895	$13.4B	64,916,372	81	319	279	2.3%
Q4 2024	885	$17.9B	83,366,763	155	278	177	3.8%
Q3 2024	710	$9.9B	47,728,851	69	151	272	2.1%
Q2 2024	699	$10.5B	52,767,076	73	166	281	1.9%
Q1 2024	691	$10.9B	54,476,620	119	168	245	6.1%
Q4 2023	639	$7.8B	49,586,522	50	113	297	0.1%
Q3 2023	621	$7.2B	51,339,973	44	127	299	0.1%
Q2 2023	646	$7.7B	53,087,139	43	118	344	0.1%
Q1 2023	702	$8.4B	59,692,732	63	165	335	0.1%
Q4 2022	761	$10.7B	73,476,663	160	232	199	0.8%
Q3 2022	606	$7.1B	54,109,225	34	168	254	0.1%
Q2 2022	633	$8.0B	58,019,097	47	152	299	0.3%
Q1 2022	674	$9.4B	55,958,781	33	195	316	0.1%
Q4 2021	743	$10.8B	59,598,180	60	214	262	0.2%
Q3 2021	655	$11.2B	63,831,943	48	221	253	0.1%
Q2 2021	692	$11.2B	64,895,640	59	282	220	0.1%
Q1 2021	688	$10.4B	64,040,555	113	260	213	0.5%
Q4 2020	642	$9.5B	58,334,215	80	212	172	0.4%
Q3 2020	525	$8.6B	58,109,288	53	198	173	0.1%
Q2 2020	511	$6.9B	51,870,104	71	180	174	0.2%
Q1 2020	503	$5.8B	53,161,924	68	169	193	0.4%
Q4 2019	515	$6.6B	51,803,454	51	141	180	0.1%
Q3 2019	469	$7.0B	58,065,884	60	189	151	0.1%
Q2 2019	438	$6.7B	55,456,185	68	169	135	0.3%
Q1 2019	404	$5.6B	48,655,273	48	150	145	0.1%
Q4 2018	403	$5.3B	52,331,826	5	8	8	0.2%