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 |
|---|---|---|---|---|---|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
1,446
shares
|
$315,849
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,442
shares
|
$314,976
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,427
shares
|
$311,699
0.0% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
1,416
shares
|
$309,296
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
1,411
shares
|
$308,204
0.09% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
1,410
shares
|
$307,986
0.01% of portfolio
|
Q4 2024
Added 265.28%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
1,409
shares
|
$307,767
0.01% of portfolio
|
Q4 2024
Added 40.9%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,407
shares
|
$307,331
0.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,402
shares
|
$306,238
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
1,386
shares
|
$302,743
0.26% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,375
shares
|
$300,341
0.05% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,373
shares
|
$299,904
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
1,372
shares
|
$299,685
0.19% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,372
shares
|
$299,685
0.01% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,371
shares
|
$299,467
0.0% of portfolio
|
Q4 2024
Added 49.51%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,370
shares
|
$299,249
0.01% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,361
shares
|
$297,283
0.11% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
1,356
shares
|
$296,191
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,350
shares
|
$294,880
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,350
shares
|
$294,880
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,346
shares
|
$294,006
0.02% of portfolio
|
Q3 2023
Reduced 4.2%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
1,344
shares
|
$293,569
0.13% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
1,344
shares
|
$293,569
0.11% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
1,341
shares
|
$292,914
0.02% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
1,330
shares
|
$290,511
0.01% of portfolio
|
Q4 2024
Added 17.91%
|