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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
2,211
shares
|
$444,101
0.05% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,207
shares
|
$443,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
2,205
shares
|
$442,896
0.02% of portfolio
|
Q4 2021
Added 0.27%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,190
shares
|
$439,883
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,188
shares
|
$439,481
0.14% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
2,188
shares
|
$439,481
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,186
shares
|
$439,079
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
2,180
shares
|
$437,874
0.08% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
2,166
shares
|
$435,062
0.22% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
2,163
shares
|
$434,460
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,151
shares
|
$432,049
0.08% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$429,036
0.26% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,122
shares
|
$426,224
0.0% of portfolio
|
Q2 2023
Reduced 10.05%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
2,113
shares
|
$424,417
0.04% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,110
shares
|
$423,814
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,107
shares
|
$423,212
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,107
shares
|
$423,212
0.35% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,094
shares
|
$420,600
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
2,086
shares
|
$418,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
2,077
shares
|
$417,186
0.16% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
2,060
shares
|
$413,771
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,048
shares
|
$411,361
0.05% of portfolio
|
Q3 2023
Reduced 23.58%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
2,042
shares
|
$410,156
0.32% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
2,034
shares
|
$408,549
0.12% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
2,032
shares
|
$408,147
0.4% of portfolio
|
Q4 2024
New holding
|