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 963 institutions that hold shares in the stock, with a total of 67.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$2.53 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
|
$1.38 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
|
$557 Million
0.22% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$480 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,196,631
shares
|
$440 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
|
$392 Million
0.17% of portfolio
|
Q4 2024
Added 215.37%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,750,905
shares
|
$351 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
|
$306 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
|
$302 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
1,290,890
shares
|
$259 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,202,019
shares
|
$241 Million
3.17% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,136,848
shares
|
$228 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
|
$226 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
|
$215 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
|
$200 Million
5.65% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
935,132
shares
|
$187 Million
0.8% of portfolio
|
Q4 2024
Added 90.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
925,556
shares
|
$185 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
873,421
shares
|
$175 Million
0.05% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
751,348
shares
|
$151 Million
0.1% of portfolio
|
Q4 2024
Added 196.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
696,266
shares
|
$139 Million
0.03% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
683,553
shares
|
$137 Million
0.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
669,693
shares
|
$134 Million
0.03% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
637,420
shares
|
$128 Million
1.07% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$122 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
506,044
shares
|
$101 Million
0.43% of portfolio
|
Q1 2025
Reduced 26.6%
|