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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
126
shares
|
$27,522
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
123
shares
|
$26,866
0.0% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
122
shares
|
$26,648
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
122
shares
|
$26,648
0.01% of portfolio
|
Q3 2024
Added 1255.56%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
120
shares
|
$26,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
115
shares
|
$25,119
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
107
shares
|
$23,372
0.01% of portfolio
|
Q1 2024
Reduced 24.65%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
104
shares
|
$22,716
0.01% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
102
shares
|
$22,279
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
101
shares
|
$22,061
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
101
shares
|
$22,061
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
100
shares
|
$21,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
97
shares
|
$21,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
94
shares
|
$20,532
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
89
shares
|
$19,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
88
shares
|
$19,221
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
87
shares
|
$19,003
0.02% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
86
shares
|
$18,784
0.0% of portfolio
|
Q4 2024
Added 855.56%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
86
shares
|
$18,784
0.0% of portfolio
|
Q4 2024
Added 65.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
85
shares
|
$18,566
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
83
shares
|
$18,129
0.0% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
81
shares
|
$17,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
80
shares
|
$17,474
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
77
shares
|
$16,819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
70
shares
|
$15,290
0.01% of portfolio
|
Q4 2024
New holding
|