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 948 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,608,593
shares
|
$2.55 Billion
0.87% of portfolio
|
Q4 2024
Added 58.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,910,350
shares
|
$1.4 Billion
3.53% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,778,003
shares
|
$561 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$484 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,196,631
shares
|
$444 Million
0.03% of portfolio
|
Q4 2024
Added 53.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,954,637
shares
|
$395 Million
0.17% of portfolio
|
Q4 2024
Added 215.37%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,750,905
shares
|
$354 Million
1.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,528,601
shares
|
$309 Million
0.03% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,506,471
shares
|
$304 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
1,290,890
shares
|
$261 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
|
$247 Million
3.29% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,136,848
shares
|
$230 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
|
$228 Million
0.02% of portfolio
|
Q4 2024
Added 204.83%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,071,198
shares
|
$216 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
995,986
shares
|
$201 Million
5.65% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
968,040
shares
|
$195 Million
0.43% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
935,132
shares
|
$189 Million
0.8% of portfolio
|
Q4 2024
Added 90.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
873,421
shares
|
$176 Million
0.05% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
751,348
shares
|
$152 Million
0.1% of portfolio
|
Q4 2024
Added 196.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
696,266
shares
|
$141 Million
0.03% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
689,435
shares
|
$139 Million
0.51% of portfolio
|
Q4 2024
Added 5196.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
683,553
shares
|
$138 Million
0.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
669,693
shares
|
$135 Million
0.03% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
637,420
shares
|
$129 Million
1.07% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$123 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|