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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,165
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,146
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
5,142
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.56%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,141
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
5,043
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
5,040
shares
|
$1.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,017
shares
|
$1.1 Million
0.58% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,879
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 126.93%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,842
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,841
shares
|
$1.06 Million
0.38% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
4,812
shares
|
$1.05 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
4,812
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
4,800
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
4,742
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
4,713
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,691
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,688
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 90.66%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
4,575
shares
|
$999,317
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,560
shares
|
$996,040
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,478
shares
|
$978,129
0.0% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
4,473
shares
|
$977,037
0.11% of portfolio
|
Q4 2024
Added 224.37%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
4,425
shares
|
$966,552
0.53% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
4,404
shares
|
$961,965
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,326
shares
|
$944,928
0.21% of portfolio
|
Q4 2024
Added 201.46%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,266
shares
|
$931,822
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|