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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
19,352
shares
|
$4.22 Million
0.42% of portfolio
|
Q4 2024
Added 1338.81%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
19,320
shares
|
$4.22 Million
0.43% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
19,260
shares
|
$4.2 Million
0.23% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
19,231
shares
|
$4.2 Million
1.8% of portfolio
|
Q4 2024
Added 1419.04%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
19,093
shares
|
$4.17 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
19,029
shares
|
$4.15 Million
0.02% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,814
shares
|
$4.11 Million
0.0% of portfolio
|
Q4 2024
Added 175.06%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
18,742
shares
|
$4.09 Million
2.07% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
18,715
shares
|
$4.08 Million
0.3% of portfolio
|
Q4 2024
Added 462.01%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
18,710
shares
|
$4.08 Million
0.07% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
18,614
shares
|
$4.06 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
18,516
shares
|
$4.04 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
18,478
shares
|
$4.03 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
18,172
shares
|
$3.97 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
18,120
shares
|
$3.95 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
18,111
shares
|
$3.95 Million
0.6% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
18,037
shares
|
$3.94 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
17,733
shares
|
$3.87 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,703
shares
|
$3.86 Million
0.03% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,424
shares
|
$3.8 Million
0.12% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,105
shares
|
$3.73 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,882
shares
|
$3.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16,724
shares
|
$3.65 Million
0.32% of portfolio
|
Q3 2022
Added 3.2%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
16,444
shares
|
$3.59 Million
1.18% of portfolio
|
Q4 2024
Added 336.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,347
shares
|
$3.57 Million
0.11% of portfolio
|
Q4 2024
Added 297.64%
|