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 |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
199,250
shares
|
$43.5 Million
5.88% of portfolio
|
Q4 2024
Added 63.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
190,605
shares
|
$41.6 Million
0.04% of portfolio
|
Q4 2024
Added 288.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
181,940
shares
|
$39.7 Million
0.24% of portfolio
|
Q4 2024
Added 883.3%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
181,530
shares
|
$39.7 Million
3.53% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
176,672
shares
|
$38.6 Million
14.84% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
166,267
shares
|
$36.3 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
161,364
shares
|
$35.2 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
159,464
shares
|
$34.8 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
154,926
shares
|
$33.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
138,408
shares
|
$30.2 Million
1.62% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
136,492
shares
|
$29.8 Million
0.24% of portfolio
|
Q4 2024
Added 2642.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
134,912
shares
|
$29.5 Million
0.49% of portfolio
|
Q3 2022
Added 66.63%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
134,724
shares
|
$29.4 Million
2.51% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
133,414
shares
|
$29.1 Million
3.35% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
131,258
shares
|
$28.7 Million
0.09% of portfolio
|
Q4 2024
Added 51.42%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
128,632
shares
|
$28.1 Million
12.4% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
125,371
shares
|
$27.4 Million
1.55% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
123,597
shares
|
$27 Million
4.57% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
116,839
shares
|
$25.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
115,322
shares
|
$25.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
103,822
shares
|
$22.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
99,448
shares
|
$21.7 Million
5.94% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
99,269
shares
|
$21.7 Million
0.01% of portfolio
|
Q4 2024
Added 79.58%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
99,074
shares
|
$21.6 Million
0.03% of portfolio
|
Q4 2024
Added 276.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
98,300
shares
|
$21.5 Million
0.04% of portfolio
|
Q4 2024
Added 24.59%
|