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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
325,290
shares
|
$72.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,147
shares
|
$69.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
298,007
shares
|
$66.5 Million
2.45% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
289,314
shares
|
$64.5 Million
3.05% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
287,162
shares
|
$64 Million
10.65% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
266,979
shares
|
$59.5 Million
2.17% of portfolio
|
Q4 2024
Reduced 17.87%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
253,036
shares
|
$56.4 Million
0.03% of portfolio
|
Q3 2024
Added 1266.88%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
225,033
shares
|
$50.2 Million
0.96% of portfolio
|
Q4 2024
Added 245.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
218,330
shares
|
$48.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 61.83%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
217,450
shares
|
$48.5 Million
2.63% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
217,368
shares
|
$48.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
216,000
shares
|
$48.2 Million
1.61% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
206,027
shares
|
$45.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.84%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
201,344
shares
|
$44.9 Million
8.49% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
189,564
shares
|
$42.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
183,461
shares
|
$40.9 Million
0.47% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
181,530
shares
|
$40.5 Million
3.53% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
176,672
shares
|
$39.4 Million
14.84% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
161,364
shares
|
$36 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
159,464
shares
|
$35.6 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
157,981
shares
|
$35.2 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
153,371
shares
|
$34.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
150,144
shares
|
$33.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
138,168
shares
|
$30.8 Million
2.56% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
136,872
shares
|
$30.5 Million
1.63% of portfolio
|
Q3 2024
Added 0.12%
|