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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,451
shares
|
$492,307
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,437
shares
|
$489,495
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,426
shares
|
$487,286
0.17% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$487,286
0.02% of portfolio
|
Q4 2024
Added 84.49%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
2,424
shares
|
$486,884
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,421
shares
|
$486,282
0.2% of portfolio
|
Q4 2024
Added 8866.67%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,404
shares
|
$482,867
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
2,400
shares
|
$482,064
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
2,381
shares
|
$478,247
0.29% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,380
shares
|
$478,046
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,379
shares
|
$477,845
0.35% of portfolio
|
Q4 2024
Added 53.19%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
2,367
shares
|
$475,435
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
2,353
shares
|
$472,623
0.19% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,345
shares
|
$471,016
0.05% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
2,339
shares
|
$469,811
0.29% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
2,298
shares
|
$461,576
0.42% of portfolio
|
Q4 2024
Added 25433.33%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
2,289
shares
|
$459,768
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,282
shares
|
$458,362
0.01% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,265
shares
|
$454,947
0.04% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,261
shares
|
$454,144
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
2,223
shares
|
$446,511
0.16% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,222
shares
|
$446,310
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,222
shares
|
$446,310
0.09% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
2,218
shares
|
$445,507
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,218
shares
|
$445,507
0.1% of portfolio
|
Q4 2024
Reduced 12.44%
|