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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
98,093
shares
|
$21.4 Million
0.31% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
97,813
shares
|
$21.3 Million
4.19% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
96,846
shares
|
$21.1 Million
3.76% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
94,393
shares
|
$20.6 Million
0.03% of portfolio
|
Q4 2024
Added 28.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
94,142
shares
|
$20.5 Million
0.22% of portfolio
|
Q4 2024
Added 200.49%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
89,426
shares
|
$19.5 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
88,740
shares
|
$19.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
88,574
shares
|
$19.3 Million
0.18% of portfolio
|
Q4 2024
Added 140.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
88,099
shares
|
$19.2 Million
0.24% of portfolio
|
Q4 2024
Added 131.71%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
87,536
shares
|
$19.1 Million
0.02% of portfolio
|
Q4 2024
Added 94.48%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
87,017
shares
|
$19 Million
6.74% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
85,063
shares
|
$18.6 Million
7.85% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
84,208
shares
|
$18.4 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
81,913
shares
|
$17.9 Million
0.1% of portfolio
|
Q4 2024
Added 118.41%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
81,866
shares
|
$17.9 Million
4.96% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
80,668
shares
|
$17.6 Million
7.55% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
80,383
shares
|
$17.5 Million
1.08% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
76,043
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Added 158.62%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
75,642
shares
|
$16.5 Million
0.3% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
73,765
shares
|
$16.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 98.58%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
73,142
shares
|
$16 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
72,140
shares
|
$15.7 Million
0.04% of portfolio
|
Q4 2024
Added 84.54%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
71,842
shares
|
$15.7 Million
0.09% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
70,051
shares
|
$15.3 Million
2.21% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
66,579
shares
|
$14.5 Million
3.99% of portfolio
|
Q4 2024
Added 4.5%
|