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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
3,298
shares
|
$720,382
0.4% of portfolio
|
Q3 2024
Reduced 79.59%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,242
shares
|
$708,150
0.12% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
3,182
shares
|
$695,044
0.17% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
3,180
shares
|
$694,607
0.0% of portfolio
|
Q4 2024
Added 137.85%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$687,617
0.17% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
3,066
shares
|
$669,706
0.13% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
3,058
shares
|
$667,958
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,039
shares
|
$663,808
0.14% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,030
shares
|
$661,842
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
2,996
shares
|
$654,416
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,989
shares
|
$652,887
0.01% of portfolio
|
Q2 2024
Added 143.21%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,987
shares
|
$652,450
0.15% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,940
shares
|
$642,184
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
2,936
shares
|
$641,310
0.38% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
2,903
shares
|
$634,102
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,880
shares
|
$629,078
0.54% of portfolio
|
Q4 2024
Added 80.11%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
2,870
shares
|
$626,894
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
2,846
shares
|
$621,651
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,833
shares
|
$618,812
0.37% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,829
shares
|
$617,938
0.23% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,822
shares
|
$616,409
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,813
shares
|
$614,443
0.05% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
2,809
shares
|
$613,569
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
2,807
shares
|
$613,133
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,787
shares
|
$608,764
0.2% of portfolio
|
Q4 2024
Added 0.04%
|