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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
743
shares
|
$162,293
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
737
shares
|
$160,982
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
724
shares
|
$158,143
0.02% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
706
shares
|
$154,211
0.0% of portfolio
|
Q4 2024
Added 327.88%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
706
shares
|
$154,211
0.02% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
703
shares
|
$153,556
0.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
699
shares
|
$152,682
0.09% of portfolio
|
Q3 2023
Added 40.36%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
645
shares
|
$140,887
0.07% of portfolio
|
Q4 2024
Added 162.2%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
630
shares
|
$137,610
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
623
shares
|
$136,081
0.04% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
576
shares
|
$125,815
0.05% of portfolio
|
Q4 2024
Added 668.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
574
shares
|
$125,378
0.01% of portfolio
|
Q2 2024
Added 315.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
567
shares
|
$123,849
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
564
shares
|
$123,194
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
558
shares
|
$121,883
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
541
shares
|
$118,170
0.01% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
537
shares
|
$117,296
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
518
shares
|
$113,146
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
514
shares
|
$112,273
0.0% of portfolio
|
Q4 2024
Reduced 75.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
474
shares
|
$103,535
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
454
shares
|
$99,167
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
449
shares
|
$98,075
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
442
shares
|
$96,546
0.03% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
428
shares
|
$93,488
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
415
shares
|
$90,648
0.01% of portfolio
|
Q1 2024
Reduced 5.25%
|