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 956 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
7,937
shares
|
$1.59 Million
0.29% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
7,853
shares
|
$1.58 Million
0.3% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
7,833
shares
|
$1.57 Million
0.31% of portfolio
|
Q4 2024
Added 179.75%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
7,793
shares
|
$1.57 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
7,775
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7,744
shares
|
$1.56 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,594
shares
|
$1.53 Million
0.11% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
7,560
shares
|
$1.52 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
7,533
shares
|
$1.51 Million
1.65% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
7,528
shares
|
$1.51 Million
1.74% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
7,498
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
7,472
shares
|
$1.5 Million
0.11% of portfolio
|
Q4 2024
Added 150.15%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,414
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,384
shares
|
$1.48 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,362
shares
|
$1.48 Million
0.08% of portfolio
|
Q4 2024
Added 102.2%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,283
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,257
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
7,250
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 171.33%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
7,235
shares
|
$1.45 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
7,198
shares
|
$1.45 Million
0.59% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,194
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,111
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Added 63.66%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
7,101
shares
|
$1.43 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
7,052
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
7,034
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 0.03%
|