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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
507,294
shares
|
$111 Million
1.08% of portfolio
|
Q4 2024
Added 1055.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
497,211
shares
|
$109 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
476,204
shares
|
$104 Million
0.02% of portfolio
|
Q4 2024
Added 46.39%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
425,097
shares
|
$92.9 Million
0.24% of portfolio
|
Q4 2024
Added 140.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
389,528
shares
|
$85.1 Million
0.28% of portfolio
|
Q4 2024
Added 664.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
375,548
shares
|
$82 Million
0.17% of portfolio
|
Q4 2024
Added 144.86%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Feb 12, 2025 Q4 2024 |
357,568
shares
|
$78.1 Million
2.38% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
333,799
shares
|
$72.9 Million
0.1% of portfolio
|
Q4 2024
Added 62.02%
|
|
|
Summit Rock Advisors, LP
|
Feb 10, 2025 Q4 2024 |
315,070
shares
|
$68.8 Million
22.12% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,147
shares
|
$68.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
299,424
shares
|
$65.4 Million
0.75% of portfolio
|
Q4 2024
Added 139.22%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
298,007
shares
|
$65.1 Million
2.45% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
287,162
shares
|
$62.7 Million
10.65% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
283,174
shares
|
$61.9 Million
3.11% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
273,352
shares
|
$59.7 Million
11.27% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
266,979
shares
|
$58.3 Million
2.17% of portfolio
|
Q4 2024
Reduced 17.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
246,734
shares
|
$53.9 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
244,430
shares
|
$53.4 Million
0.13% of portfolio
|
Q4 2024
Added 28.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
236,763
shares
|
$51.7 Million
0.04% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
232,135
shares
|
$50.7 Million
0.83% of portfolio
|
Q4 2024
Added 143.68%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
225,033
shares
|
$49.2 Million
0.96% of portfolio
|
Q4 2024
Added 245.58%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
221,205
shares
|
$48.3 Million
2.74% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
216,000
shares
|
$47.2 Million
1.61% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
211,578
shares
|
$46.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
201,344
shares
|
$44 Million
8.49% of portfolio
|
Q4 2024
Added 0.63%
|