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 |
|---|---|---|---|---|---|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
1,325
shares
|
$289,419
0.23% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,319
shares
|
$288,109
0.1% of portfolio
|
Q4 2022
Reduced 91.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,317
shares
|
$287,672
0.01% of portfolio
|
Q4 2024
Added 92.26%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,309
shares
|
$285,924
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,303
shares
|
$284,614
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,302
shares
|
$284,395
0.01% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,302
shares
|
$284,395
0.09% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
1,290
shares
|
$281,774
0.02% of portfolio
|
Q3 2024
Reduced 25.56%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,273
shares
|
$278,061
0.12% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,266
shares
|
$276,532
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
1,263
shares
|
$275,877
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,263
shares
|
$275,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,255
shares
|
$274,129
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,251
shares
|
$273,255
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
1,246
shares
|
$272,163
0.19% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,241
shares
|
$271,071
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
1,240
shares
|
$270,853
0.07% of portfolio
|
Q3 2024
Reduced 79.08%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
1,237
shares
|
$270,197
0.13% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
1,236
shares
|
$269,979
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
1,232
shares
|
$269,105
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,228
shares
|
$268,232
0.01% of portfolio
|
Q4 2024
Reduced 97.9%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,218
shares
|
$266,047
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,206
shares
|
$263,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,206
shares
|
$263,426
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,204
shares
|
$262,989
0.02% of portfolio
|
Q1 2023
Reduced 15.21%
|