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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
23,554
shares
|
$5.14 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
23,341
shares
|
$5.09 Million
0.5% of portfolio
|
Q3 2024
Reduced 76.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
23,331
shares
|
$5.09 Million
0.31% of portfolio
|
Q4 2024
Added 521.99%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,291
shares
|
$5.08 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
23,134
shares
|
$5.05 Million
0.29% of portfolio
|
Q4 2024
Added 1731.67%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
23,117
shares
|
$5.04 Million
0.61% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
23,039
shares
|
$5.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
23,020
shares
|
$5.02 Million
0.31% of portfolio
|
Q4 2024
Added 593.79%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
22,986
shares
|
$5.02 Million
0.17% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
22,508
shares
|
$4.91 Million
0.05% of portfolio
|
Q4 2024
Added 445.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
22,179
shares
|
$4.84 Million
0.06% of portfolio
|
Q4 2022
Added 18.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
22,174
shares
|
$4.84 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
22,159
shares
|
$4.84 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
22,142
shares
|
$4.83 Million
1.05% of portfolio
|
Q4 2024
Added 1416.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
21,988
shares
|
$4.8 Million
0.22% of portfolio
|
Q4 2024
Added 177.91%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
21,873
shares
|
$4.77 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
21,869
shares
|
$4.77 Million
3.91% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
21,375
shares
|
$4.66 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,332
shares
|
$4.65 Million
4.26% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
21,164
shares
|
$4.62 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
20,528
shares
|
$4.48 Million
6.5% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
20,468
shares
|
$4.47 Million
6.57% of portfolio
|
Q3 2022
Reduced 8.75%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
20,335
shares
|
$4.44 Million
0.42% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
20,018
shares
|
$4.37 Million
2.43% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
19,996
shares
|
$4.36 Million
0.02% of portfolio
|
Q4 2024
Added 15.79%
|