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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,768
shares
|
$604,614
0.06% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,736
shares
|
$597,624
0.08% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,729
shares
|
$596,095
0.17% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
2,723
shares
|
$594,784
0.42% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,704
shares
|
$590,634
0.18% of portfolio
|
Q4 2024
Added 36.77%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,696
shares
|
$588,887
0.12% of portfolio
|
Q4 2024
Added 85.67%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,690
shares
|
$587,576
0.07% of portfolio
|
Q2 2022
Reduced 27.1%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,651
shares
|
$579,057
0.04% of portfolio
|
Q4 2024
Added 55.39%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,650
shares
|
$578,839
0.08% of portfolio
|
Q2 2024
Added 5.16%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,634
shares
|
$575,344
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,628
shares
|
$574,034
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,624
shares
|
$573,160
0.14% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,617
shares
|
$571,631
0.02% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,615
shares
|
$571,194
0.27% of portfolio
|
Q4 2024
Added 38.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,608
shares
|
$569,665
0.01% of portfolio
|
Q4 2024
Added 317.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,582
shares
|
$563,986
0.1% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,543
shares
|
$555,467
0.05% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,522
shares
|
$550,880
0.21% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$550,662
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,470
shares
|
$539,522
0.1% of portfolio
|
Q4 2022
Reduced 1.98%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,451
shares
|
$535,371
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,437
shares
|
$532,313
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$529,911
0.02% of portfolio
|
Q4 2024
Added 84.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,426
shares
|
$529,911
0.17% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
2,424
shares
|
$529,474
0.44% of portfolio
|
Q4 2024
New holding
|