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 884 institutions that hold shares in the stock, with a total of 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,956,886
shares
|
$1.8 Billion
0.53% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,916,816
shares
|
$1.79 Billion
3.52% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,778,003
shares
|
$628 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$541 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,954,637
shares
|
$442 Million
0.17% of portfolio
|
Q4 2024
Added 215.37%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,750,905
shares
|
$396 Million
1.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,506,471
shares
|
$340 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,429,968
shares
|
$323 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
1,290,890
shares
|
$292 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,225,308
shares
|
$277 Million
3.29% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,220,523
shares
|
$276 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,136,848
shares
|
$257 Million
0.04% of portfolio
|
Q4 2024
Added 420.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,128,104
shares
|
$255 Million
0.02% of portfolio
|
Q4 2024
Added 204.83%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,073,907
shares
|
$243 Million
0.49% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
995,986
shares
|
$225 Million
5.65% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
968,040
shares
|
$219 Million
0.43% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
935,132
shares
|
$211 Million
0.8% of portfolio
|
Q4 2024
Added 90.2%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
751,348
shares
|
$170 Million
0.1% of portfolio
|
Q4 2024
Added 196.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
689,435
shares
|
$156 Million
0.51% of portfolio
|
Q4 2024
Added 5196.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
683,553
shares
|
$154 Million
0.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
637,420
shares
|
$144 Million
1.07% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
610,113
shares
|
$138 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$137 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
602,441
shares
|
$136 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
574,580
shares
|
$130 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.91%
|