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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
1,972
shares
|
$430,743
0.02% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,955
shares
|
$427,030
0.02% of portfolio
|
Q3 2023
Added 7.48%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
1,950
shares
|
$425,938
0.01% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,934
shares
|
$422,443
0.12% of portfolio
|
Q4 2024
Reduced 83.17%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
1,934
shares
|
$422,443
0.21% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
1,929
shares
|
$421,351
0.24% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,924
shares
|
$420,259
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
1,922
shares
|
$419,822
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,895
shares
|
$413,924
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,882
shares
|
$411,085
0.28% of portfolio
|
Q4 2024
Added 37.17%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,878
shares
|
$410,211
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
1,868
shares
|
$408,027
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
1,862
shares
|
$406,716
0.04% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
1,845
shares
|
$403,003
0.05% of portfolio
|
Q3 2023
Reduced 20.99%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
1,837
shares
|
$401,255
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,826
shares
|
$398,853
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,820
shares
|
$397,542
0.02% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
1,817
shares
|
$396,887
0.12% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,809
shares
|
$395,139
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,805
shares
|
$394,266
0.2% of portfolio
|
Q4 2023
Reduced 13.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
1,805
shares
|
$394,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
1,799
shares
|
$392,955
0.21% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,794
shares
|
$391,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
1,788
shares
|
$390,552
0.06% of portfolio
|
Q2 2023
Reduced 0.61%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,785
shares
|
$389,897
0.1% of portfolio
|
Q4 2024
Added 0.56%
|