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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,185
shares
|
$477,269
0.01% of portfolio
|
Q4 2024
Added 45.09%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
2,180
shares
|
$476,177
0.08% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
2,163
shares
|
$472,464
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,151
shares
|
$469,842
0.08% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$466,566
0.26% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,122
shares
|
$463,508
0.0% of portfolio
|
Q2 2023
Reduced 10.05%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
2,113
shares
|
$461,542
0.04% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,110
shares
|
$460,887
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,107
shares
|
$460,232
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,107
shares
|
$460,232
0.35% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
2,086
shares
|
$455,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
2,077
shares
|
$453,679
0.16% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
2,060
shares
|
$449,965
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,048
shares
|
$447,344
0.05% of portfolio
|
Q3 2023
Reduced 23.58%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
2,042
shares
|
$446,034
0.32% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
2,034
shares
|
$444,286
0.12% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
2,032
shares
|
$443,849
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
2,014
shares
|
$439,918
0.21% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,008
shares
|
$438,607
0.03% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,005
shares
|
$437,952
0.03% of portfolio
|
Q4 2024
Reduced 54.72%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,004
shares
|
$437,733
0.14% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,999
shares
|
$436,641
0.16% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,978
shares
|
$432,054
0.02% of portfolio
|
Q4 2024
Added 771.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,975
shares
|
$431,399
0.04% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,974
shares
|
$431,180
0.04% of portfolio
|
Q3 2022
Reduced 10.56%
|