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 |
|---|---|---|---|---|---|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
9,731
shares
|
$2.13 Million
0.67% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
9,688
shares
|
$2.12 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
9,596
shares
|
$2.1 Million
1.27% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
9,559
shares
|
$2.09 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,489
shares
|
$2.07 Million
0.08% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
9,357
shares
|
$2.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,184
shares
|
$2.01 Million
0.49% of portfolio
|
Q2 2022
Added 18.56%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
9,148
shares
|
$2 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,148
shares
|
$2 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
9,067
shares
|
$1.98 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
9,056
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
8,973
shares
|
$1.96 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
8,892
shares
|
$1.94 Million
0.34% of portfolio
|
Q4 2024
Added 645.35%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
8,765
shares
|
$1.91 Million
0.29% of portfolio
|
Q4 2024
Added 86.29%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,750
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
8,551
shares
|
$1.87 Million
0.88% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
8,431
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
8,350
shares
|
$1.82 Million
0.34% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,339
shares
|
$1.82 Million
0.59% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,299
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,078
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
8,039
shares
|
$1.76 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,985
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,962
shares
|
$1.74 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
7,937
shares
|
$1.73 Million
0.29% of portfolio
|
Q4 2024
Added 0.01%
|