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 943 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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
1,774
shares
|
$387,494
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,763
shares
|
$385,092
0.0% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$379,631
0.0% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
1,735
shares
|
$378,976
0.17% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,734
shares
|
$378,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,726
shares
|
$377,010
0.05% of portfolio
|
Q4 2024
Reduced 76.9%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,724
shares
|
$376,573
0.03% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,715
shares
|
$374,607
0.05% of portfolio
|
Q4 2024
Reduced 24.01%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
1,714
shares
|
$374,389
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,710
shares
|
$373,515
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
1,704
shares
|
$372,204
0.3% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
1,699
shares
|
$371,112
0.06% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,685
shares
|
$368,054
0.08% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,684
shares
|
$367,836
0.0% of portfolio
|
Q4 2024
Added 22.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,684
shares
|
$367,836
0.01% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,675
shares
|
$365,870
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,671
shares
|
$364,996
0.01% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
1,667
shares
|
$364,122
0.04% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,659
shares
|
$362,375
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,650
shares
|
$360,409
0.02% of portfolio
|
Q4 2024
Added 47.58%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,649
shares
|
$360,191
0.04% of portfolio
|
Q2 2023
Reduced 27.42%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$360,191
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
1,643
shares
|
$358,880
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,635
shares
|
$357,133
0.02% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,632
shares
|
$356,477
0.01% of portfolio
|
Q4 2024
Reduced 13.19%
|