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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
11,180
shares
|
$2.44 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
11,144
shares
|
$2.43 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
11,125
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,101
shares
|
$2.42 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
11,084
shares
|
$2.42 Million
0.11% of portfolio
|
Q4 2024
Added 75.41%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
10,940
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
10,847
shares
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
10,827
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
10,677
shares
|
$2.33 Million
0.68% of portfolio
|
Q4 2024
Added 43.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,536
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,398
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 52.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
10,373
shares
|
$2.27 Million
0.22% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
10,350
shares
|
$2.26 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
10,329
shares
|
$2.26 Million
3.6% of portfolio
|
Q3 2024
Reduced 32.22%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
10,219
shares
|
$2.23 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
10,200
shares
|
$2.23 Million
0.14% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10,146
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,069
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
10,048
shares
|
$2.19 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
9,889
shares
|
$2.16 Million
0.3% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,864
shares
|
$2.15 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,833
shares
|
$2.15 Million
0.24% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,820
shares
|
$2.14 Million
1.32% of portfolio
|
Q4 2024
Added 137.14%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
9,765
shares
|
$2.13 Million
0.33% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,742
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 1.37%
|