Institutional Ownership Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM). We have compiled data on the 943 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
16,279
shares
|
$3.56 Million
1.32% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,231
shares
|
$3.55 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
16,209
shares
|
$3.54 Million
0.09% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
16,175
shares
|
$3.53 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
15,810
shares
|
$3.45 Million
0.04% of portfolio
|
Q4 2024
Added 380.69%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
15,573
shares
|
$3.4 Million
0.66% of portfolio
|
Q4 2024
Added 111135.71%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
15,547
shares
|
$3.4 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,443
shares
|
$3.37 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,429
shares
|
$3.37 Million
0.77% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,403
shares
|
$3.36 Million
1.53% of portfolio
|
Q4 2024
Added 463.18%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
15,144
shares
|
$3.31 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,941
shares
|
$3.26 Million
0.11% of portfolio
|
Q4 2024
Added 106.65%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
14,905
shares
|
$3.26 Million
1.27% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
14,862
shares
|
$3.25 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
14,724
shares
|
$3.22 Million
0.88% of portfolio
|
Q4 2024
Added 42.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
14,709
shares
|
$3.21 Million
0.44% of portfolio
|
Q4 2024
Added 425.13%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,607
shares
|
$3.19 Million
0.37% of portfolio
|
Q4 2024
Added 467.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,460
shares
|
$3.16 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,415
shares
|
$3.15 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
14,346
shares
|
$3.13 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
14,170
shares
|
$3.1 Million
1.37% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
13,824
shares
|
$3.02 Million
2.08% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
13,605
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2024
Added 102.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
13,504
shares
|
$2.95 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
13,401
shares
|
$2.93 Million
1.52% of portfolio
|
Q4 2024
New holding
|