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 944 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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
4,230
shares
|
$923,958
0.36% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
4,223
shares
|
$922,429
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,195
shares
|
$916,313
0.24% of portfolio
|
Q4 2024
Added 45.06%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
4,175
shares
|
$911,945
0.24% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
4,092
shares
|
$893,815
0.0% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,060
shares
|
$886,825
0.01% of portfolio
|
Q2 2024
Added 407.5%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
4,042
shares
|
$882,894
0.12% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
3,998
shares
|
$873,283
0.3% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,996
shares
|
$872,846
0.0% of portfolio
|
Q4 2024
Reduced 59.84%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,989
shares
|
$871,317
0.26% of portfolio
|
Q4 2024
Added 299.3%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,976
shares
|
$868,477
0.24% of portfolio
|
Q2 2020
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
3,974
shares
|
$868,040
0.43% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,917
shares
|
$855,590
0.09% of portfolio
|
Q4 2024
Added 35.96%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,890
shares
|
$849,692
0.12% of portfolio
|
Q2 2023
Reduced 11.39%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
3,851
shares
|
$841,173
0.2% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
3,827
shares
|
$835,931
0.02% of portfolio
|
Q4 2024
Added 96.36%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
3,810
shares
|
$832,218
0.33% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,808
shares
|
$831,781
0.07% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,797
shares
|
$829,378
0.43% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,787
shares
|
$827,194
0.01% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,753
shares
|
$819,767
0.04% of portfolio
|
Q4 2024
Added 6981.13%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,714
shares
|
$811,249
0.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$809,720
0.01% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,695
shares
|
$807,098
0.34% of portfolio
|
Q4 2022
Reduced 21.73%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,684
shares
|
$804,696
0.03% of portfolio
|
Q4 2024
Added 18.23%
|