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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
31,924
shares
|
$6.97 Million
0.11% of portfolio
|
Q4 2024
Added 820.8%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
31,808
shares
|
$6.94 Million
0.7% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
31,458
shares
|
$6.86 Million
1.32% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
31,426
shares
|
$6.86 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
31,347
shares
|
$6.84 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
31,305
shares
|
$6.83 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
30,381
shares
|
$6.63 Million
0.53% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
30,367
shares
|
$6.63 Million
0.8% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
29,211
shares
|
$6.37 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
28,950
shares
|
$6.32 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
27,636
shares
|
$6.03 Million
0.32% of portfolio
|
Q4 2024
Added 26.64%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
26,937
shares
|
$5.88 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
26,263
shares
|
$5.73 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
25,689
shares
|
$5.61 Million
0.06% of portfolio
|
Q4 2024
Added 747.26%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,678
shares
|
$5.6 Million
0.89% of portfolio
|
Q4 2022
Added 93.23%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
25,489
shares
|
$5.56 Million
2.48% of portfolio
|
Q4 2024
Added 2474.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
25,397
shares
|
$5.54 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
25,378
shares
|
$5.54 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
25,204
shares
|
$5.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
25,117
shares
|
$5.48 Million
4.37% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,048
shares
|
$5.25 Million
0.74% of portfolio
|
Q4 2022
Reduced 15.78%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,048
shares
|
$5.25 Million
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
23,934
shares
|
$5.22 Million
0.48% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
23,840
shares
|
$5.2 Million
0.4% of portfolio
|
Q4 2024
Added 269.56%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
23,582
shares
|
$5.15 Million
0.28% of portfolio
|
Q4 2024
Added 7.1%
|