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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
6,994
shares
|
$1.53 Million
0.3% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,975
shares
|
$1.52 Million
0.13% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
6,925
shares
|
$1.51 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
6,876
shares
|
$1.5 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
6,783
shares
|
$1.48 Million
0.91% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
6,733
shares
|
$1.47 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
6,694
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
6,647
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
Added 325.54%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
6,641
shares
|
$1.45 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,559
shares
|
$1.43 Million
0.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,548
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,536
shares
|
$1.43 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
6,496
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
6,452
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,395
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,360
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
6,336
shares
|
$1.38 Million
0.76% of portfolio
|
Q4 2024
Added 178.75%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,268
shares
|
$1.37 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
6,254
shares
|
$1.37 Million
0.29% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
6,204
shares
|
$1.36 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
6,190
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
6,181
shares
|
$1.35 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
6,157
shares
|
$1.34 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,130
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,125
shares
|
$1.34 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.61%
|