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 |
|---|---|---|---|---|---|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,103
shares
|
$240,928
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,095
shares
|
$239,180
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,089
shares
|
$237,870
0.21% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
1,088
shares
|
$237,651
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,086
shares
|
$237,214
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,084
shares
|
$236,778
0.17% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,080
shares
|
$235,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,078
shares
|
$235,467
0.03% of portfolio
|
Q4 2024
Added 48.08%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
1,077
shares
|
$235,249
0.02% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,070
shares
|
$233,720
0.05% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
1,068
shares
|
$233,283
0.02% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,054
shares
|
$230,225
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
1,049
shares
|
$229,133
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,046
shares
|
$228,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
1,045
shares
|
$228,259
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,044
shares
|
$228,040
0.1% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,043
shares
|
$227,822
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,040
shares
|
$227,167
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
1,037
shares
|
$226,511
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
1,032
shares
|
$225,419
0.04% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
1,031
shares
|
$225,201
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
1,016
shares
|
$221,924
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,016
shares
|
$221,924
0.11% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,004
shares
|
$219,303
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$218,430
0.02% of portfolio
|
Q3 2024
New holding
|