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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13,365
shares
|
$2.92 Million
0.1% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,281
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2023
Reduced 31.51%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
13,276
shares
|
$2.9 Million
0.38% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
13,229
shares
|
$2.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
13,168
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Added 68.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,120
shares
|
$2.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13,067
shares
|
$2.85 Million
0.1% of portfolio
|
Q4 2024
Added 926.47%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
12,959
shares
|
$2.83 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,850
shares
|
$2.81 Million
0.06% of portfolio
|
Q4 2024
Added 252.93%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
12,839
shares
|
$2.8 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
12,826
shares
|
$2.8 Million
1.67% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
12,676
shares
|
$2.77 Million
0.07% of portfolio
|
Q4 2024
Added 63.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
12,547
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2024
Added 61.5%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,359
shares
|
$2.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
12,029
shares
|
$2.63 Million
0.06% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
11,929
shares
|
$2.61 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,891
shares
|
$2.6 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
11,853
shares
|
$2.59 Million
0.85% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
11,744
shares
|
$2.57 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,721
shares
|
$2.56 Million
0.83% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
11,662
shares
|
$2.55 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
11,614
shares
|
$2.54 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,583
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,410
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,400
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2024
Added 329.7%
|