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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,630
shares
|
$356,040
0.0% of portfolio
|
Q4 2022
Reduced 35.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
1,627
shares
|
$355,385
0.02% of portfolio
|
Q4 2024
Added 24.96%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,600
shares
|
$349,488
0.03% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,597
shares
|
$348,832
0.07% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,590
shares
|
$347,303
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
1,561
shares
|
$340,969
0.02% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,556
shares
|
$339,877
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,538
shares
|
$335,945
0.01% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
1,525
shares
|
$333,105
0.14% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,517
shares
|
$331,358
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
1,513
shares
|
$330,484
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
1,512
shares
|
$330,266
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,507
shares
|
$329,174
0.07% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
1,504
shares
|
$328,518
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,502
shares
|
$328,081
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
1,501
shares
|
$327,863
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
1,499
shares
|
$327,426
0.24% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
1,497
shares
|
$326,989
0.08% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
1,497
shares
|
$326,989
0.06% of portfolio
|
Q4 2024
Reduced 56.27%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,473
shares
|
$321,747
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
1,459
shares
|
$318,689
0.13% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
1,457
shares
|
$318,252
0.12% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,457
shares
|
$318,252
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
1,456
shares
|
$318,034
0.18% of portfolio
|
Q2 2024
Added 25.73%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,449
shares
|
$316,505
0.0% of portfolio
|
Q4 2024
Added 23.63%
|