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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
41,214
shares
|
$8.99 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
40,847
shares
|
$8.91 Million
0.09% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,477
shares
|
$8.83 Million
0.23% of portfolio
|
Q2 2020
Added 11.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
40,017
shares
|
$8.73 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
39,838
shares
|
$8.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
38,945
shares
|
$8.5 Million
3.75% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
38,815
shares
|
$8.47 Million
0.05% of portfolio
|
Q4 2024
Added 262.96%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
38,690
shares
|
$8.44 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
38,302
shares
|
$8.36 Million
0.6% of portfolio
|
Q4 2024
Added 97.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
37,912
shares
|
$8.27 Million
0.07% of portfolio
|
Q4 2024
Added 84.64%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
37,537
shares
|
$8.19 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,535
shares
|
$8.19 Million
0.17% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
36,835
shares
|
$8.04 Million
0.01% of portfolio
|
Q4 2024
Added 3594.58%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
36,349
shares
|
$7.93 Million
0.84% of portfolio
|
Q4 2024
Added 894.23%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
35,920
shares
|
$7.84 Million
4.76% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
35,629
shares
|
$7.77 Million
6.01% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
35,473
shares
|
$7.74 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
34,557
shares
|
$7.54 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
34,436
shares
|
$7.51 Million
2.31% of portfolio
|
Q2 2023
Added 21.79%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
33,268
shares
|
$7.26 Million
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
32,658
shares
|
$7.13 Million
0.12% of portfolio
|
Q4 2024
Added 450.45%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
32,441
shares
|
$7.08 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
32,436
shares
|
$7.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,032
shares
|
$6.99 Million
0.33% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
31,950
shares
|
$6.97 Million
1.52% of portfolio
|
Q4 2024
New holding
|