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 |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,346
shares
|
$672,077
0.17% of portfolio
|
Q4 2024
Added 133.99%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
3,328
shares
|
$668,462
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,327
shares
|
$668,261
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,300
shares
|
$662,838
0.04% of portfolio
|
Q4 2024
Added 49.8%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
3,298
shares
|
$662,436
0.4% of portfolio
|
Q3 2024
Reduced 79.59%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,298
shares
|
$662,436
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,242
shares
|
$651,188
0.12% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
3,182
shares
|
$639,136
0.17% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
3,180
shares
|
$638,734
0.0% of portfolio
|
Q4 2024
Added 137.85%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
3,157
shares
|
$634,115
0.51% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$632,307
0.17% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
3,066
shares
|
$615,836
0.13% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
3,058
shares
|
$614,229
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,039
shares
|
$610,413
0.14% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,030
shares
|
$608,605
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
2,996
shares
|
$601,776
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,989
shares
|
$600,370
0.01% of portfolio
|
Q2 2024
Added 143.21%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,987
shares
|
$599,968
0.15% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,940
shares
|
$590,528
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
2,907
shares
|
$583,900
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
2,903
shares
|
$583,096
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,880
shares
|
$578,476
0.54% of portfolio
|
Q4 2024
Added 80.11%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
2,870
shares
|
$576,468
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
2,846
shares
|
$571,647
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,833
shares
|
$569,036
0.37% of portfolio
|
Q4 2024
Reduced 4.19%
|