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 |
|---|---|---|---|---|---|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
3,662
shares
|
$799,890
0.24% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,645
shares
|
$796,177
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
3,644
shares
|
$795,958
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,644
shares
|
$795,958
0.1% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,642
shares
|
$795,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,631
shares
|
$793,119
0.07% of portfolio
|
Q4 2024
Reduced 52.79%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
3,602
shares
|
$786,784
0.47% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,582
shares
|
$782,416
0.44% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
3,576
shares
|
$781,105
0.37% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
3,572
shares
|
$780,231
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,500
shares
|
$764,505
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,478
shares
|
$759,699
0.0% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
3,475
shares
|
$759,044
0.18% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,468
shares
|
$757,515
0.16% of portfolio
|
Q3 2024
Added 68.27%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,435
shares
|
$750,307
0.05% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
3,429
shares
|
$748,996
0.27% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,421
shares
|
$747,249
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
3,385
shares
|
$739,385
0.54% of portfolio
|
Q4 2024
Reduced 37.53%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,367
shares
|
$735,453
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
3,354
shares
|
$732,614
0.71% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,346
shares
|
$730,866
0.17% of portfolio
|
Q4 2024
Added 133.99%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
3,328
shares
|
$726,935
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,327
shares
|
$726,716
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,300
shares
|
$720,819
0.04% of portfolio
|
Q4 2024
Added 49.8%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,298
shares
|
$720,382
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|