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 814 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
8,350
shares
|
$1.86 Million
0.34% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
8,322
shares
|
$1.86 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,265
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
8,241
shares
|
$1.84 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,061
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
8,039
shares
|
$1.79 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,985
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,962
shares
|
$1.78 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
7,936
shares
|
$1.77 Million
0.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,912
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2024
Added 33.85%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
7,830
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2024
Added 99.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,810
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
7,769
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7,744
shares
|
$1.73 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,739
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 91.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,691
shares
|
$1.72 Million
0.17% of portfolio
|
Q3 2024
Added 75.67%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,686
shares
|
$1.71 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,594
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,585
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
7,560
shares
|
$1.69 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
7,472
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Added 150.15%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
7,441
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,384
shares
|
$1.65 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,362
shares
|
$1.64 Million
0.08% of portfolio
|
Q4 2024
Added 102.2%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
7,300
shares
|
$1.63 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.14%
|