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 |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,829
shares
|
$568,232
0.23% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,822
shares
|
$566,826
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,813
shares
|
$565,019
0.05% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
2,809
shares
|
$564,215
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
2,807
shares
|
$563,814
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,787
shares
|
$559,796
0.19% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,736
shares
|
$549,552
0.08% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,729
shares
|
$548,146
0.17% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
2,723
shares
|
$546,941
0.42% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,704
shares
|
$543,125
0.18% of portfolio
|
Q4 2024
Added 36.77%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,696
shares
|
$541,518
0.12% of portfolio
|
Q4 2024
Added 85.67%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,690
shares
|
$540,313
0.06% of portfolio
|
Q2 2022
Reduced 27.1%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,651
shares
|
$532,479
0.04% of portfolio
|
Q4 2024
Added 55.39%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,634
shares
|
$529,065
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,628
shares
|
$527,860
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,624
shares
|
$527,056
0.14% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,617
shares
|
$525,650
0.02% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,615
shares
|
$525,248
0.27% of portfolio
|
Q4 2024
Added 38.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,608
shares
|
$523,842
0.01% of portfolio
|
Q4 2024
Added 317.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,582
shares
|
$518,620
0.1% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,543
shares
|
$510,786
0.05% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,540
shares
|
$510,184
0.08% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,522
shares
|
$506,568
0.21% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$506,368
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,470
shares
|
$496,124
0.1% of portfolio
|
Q4 2022
Reduced 1.98%
|