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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,421
shares
|
$528,819
0.2% of portfolio
|
Q4 2024
Added 8866.67%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,404
shares
|
$525,105
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
2,400
shares
|
$524,232
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
2,381
shares
|
$520,081
0.29% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,380
shares
|
$519,863
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,379
shares
|
$519,644
0.35% of portfolio
|
Q4 2024
Added 53.19%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
2,372
shares
|
$518,115
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
2,367
shares
|
$517,023
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
2,353
shares
|
$513,965
0.19% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,345
shares
|
$512,218
0.05% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
2,298
shares
|
$501,952
0.42% of portfolio
|
Q4 2024
Added 25433.33%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
2,290
shares
|
$500,204
0.29% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
2,289
shares
|
$499,986
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,265
shares
|
$494,743
0.04% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,261
shares
|
$493,870
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,222
shares
|
$485,351
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,222
shares
|
$485,351
0.09% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,218
shares
|
$484,477
0.1% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,213
shares
|
$483,385
0.07% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,207
shares
|
$482,075
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
2,205
shares
|
$481,638
0.02% of portfolio
|
Q4 2021
Added 0.27%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,190
shares
|
$478,361
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,188
shares
|
$477,924
0.14% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
2,188
shares
|
$477,924
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,186
shares
|
$477,487
0.0% of portfolio
|
Q4 2024
Added 2.25%
|