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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
1,203
shares
|
$262,771
0.01% of portfolio
|
Q4 2024
Reduced 33.65%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,196
shares
|
$261,242
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
1,196
shares
|
$261,242
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
1,194
shares
|
$260,805
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
1,189
shares
|
$259,713
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
1,182
shares
|
$258,184
0.07% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
1,181
shares
|
$257,965
0.01% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,179
shares
|
$257,528
0.02% of portfolio
|
Q4 2024
Reduced 23.69%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,179
shares
|
$257,528
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
1,175
shares
|
$256,655
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
1,170
shares
|
$255,563
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,169
shares
|
$255,344
0.04% of portfolio
|
Q1 2022
Reduced 18.71%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
1,168
shares
|
$255,126
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,153
shares
|
$251,849
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
1,152
shares
|
$251,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
1,152
shares
|
$251,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,152
shares
|
$251,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
1,146
shares
|
$250,320
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,146
shares
|
$250,320
0.07% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,145
shares
|
$250,102
0.1% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,125
shares
|
$245,733
0.0% of portfolio
|
Q4 2024
Added 75.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,122
shares
|
$245,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,112
shares
|
$242,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,112
shares
|
$242,894
0.12% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,111
shares
|
$242,675
0.09% of portfolio
|
Q4 2024
New holding
|