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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
6,083
shares
|
$1.22 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
6,082
shares
|
$1.22 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
6,082
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
6,081
shares
|
$1.22 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
6,065
shares
|
$1.22 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
5,990
shares
|
$1.2 Million
0.4% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
5,981
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 59.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,978
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,940
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 75.58%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,940
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,881
shares
|
$1.18 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
5,800
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,792
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
5,784
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
5,740
shares
|
$1.15 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,732
shares
|
$1.15 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,669
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
5,569
shares
|
$1.12 Million
0.61% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,523
shares
|
$1.11 Million
0.15% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
5,496
shares
|
$1.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,452
shares
|
$1.1 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
5,445
shares
|
$1.09 Million
0.47% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
5,425
shares
|
$1.09 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,395
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
5,388
shares
|
$1.08 Million
0.31% of portfolio
|
Q1 2025
Added 17.77%
|