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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
65,906
shares
|
$14.4 Million
2.72% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
65,622
shares
|
$14.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
65,581
shares
|
$14.3 Million
2.19% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
65,276
shares
|
$14.2 Million
0.28% of portfolio
|
Q4 2024
Added 2113.5%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
62,324
shares
|
$13.6 Million
5.66% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
58,856
shares
|
$12.8 Million
7.87% of portfolio
|
Q4 2024
Added 232.97%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
58,483
shares
|
$12.8 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
56,981
shares
|
$12.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
54,651
shares
|
$11.9 Million
1.16% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
54,331
shares
|
$11.9 Million
0.85% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
53,841
shares
|
$11.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
51,165
shares
|
$11.2 Million
4.41% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
51,053
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
49,162
shares
|
$10.7 Million
3.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
48,223
shares
|
$10.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 55.23%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
46,678
shares
|
$10.2 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
46,536
shares
|
$10.2 Million
4.13% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
45,192
shares
|
$9.86 Million
0.78% of portfolio
|
Q4 2024
Added 3433.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
45,142
shares
|
$9.85 Million
0.02% of portfolio
|
Q4 2024
Added 744.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
45,100
shares
|
$9.84 Million
0.16% of portfolio
|
Q4 2024
Added 403.52%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
43,152
shares
|
$9.42 Million
2.03% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
42,553
shares
|
$9.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
42,360
shares
|
$9.24 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,061
shares
|
$9.18 Million
0.83% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
41,270
shares
|
$9.01 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.53%
|