MTUM — ISHARES TR

Ownership history in Squarepoint Ops LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Squarepoint Ops LLC reported a position in ISHARES TR (MTUM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2021 Q1)
Avg. % of fund
0.01%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,200 -300 -3.2% 0.00% $2.4M $255.53
2025 Q3 REDUCED 9,500 -1,200 -11.2% 0.00% $2.4M $255.53
2025 Q2 UNCHANGED 10,700 — 0% 0.00% $2.6M $238.89
2025 Q2 REDUCED 10,700 -46,500 -81.3% 0.00% $2.6M $238.89
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MTUM price (monthly, adj. close)

Other funds also holding MTUM

As of 2025 Q4 — sorted by position size

AdvisorShares Investments LLC 3Y 12.49% Stonehearth Capital Management, LLC 3Y 7Y 11.73% Forefront Analytics, LLC 3Y 7Y 11.19% High Probability Advisors, LLC 10.74% Armbruster Capital Management, Inc. 3Y 7Y 8.92% Audent Global Asset Management, LLC 3Y 8.78% Sanchez Wealth Management Group 3Y 7Y 8.11% POM Investment Strategies, LLC 7.48% Trinity Wealth Management, LLC 3Y 6.49% Meredith Wealth Planning 3Y 6.34%
← Back to Squarepoint Ops LLC Holdings