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 777 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$206,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$206,900
0.01% of portfolio
|
Q3 2024
Reduced 64.7%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$206,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$206,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$206,900
0.1% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
999
shares
|
$206,693
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
997
shares
|
$206,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
994
shares
|
$205,658
0.03% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
990
shares
|
$204,831
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
987
shares
|
$204,210
0.01% of portfolio
|
Q3 2024
Reduced 68.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
969
shares
|
$200,486
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
966
shares
|
$199,865
0.05% of portfolio
|
Q2 2024
Reduced 41.84%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
955
shares
|
$197,589
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
950
shares
|
$196,555
0.04% of portfolio
|
Q4 2023
Reduced 25.78%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
921
shares
|
$190,554
0.04% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
917
shares
|
$189,727
0.0% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
908
shares
|
$187,865
0.0% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
897
shares
|
$185,589
0.03% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
894
shares
|
$184,968
0.05% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
893
shares
|
$184,761
0.01% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
869
shares
|
$179,796
0.04% of portfolio
|
Q3 2022
Reduced 1.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
857
shares
|
$177,313
0.05% of portfolio
|
Q2 2022
Reduced 12.59%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
850
shares
|
$175,865
0.1% of portfolio
|
Q3 2024
Added 137.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
837
shares
|
$173,175
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
834
shares
|
$172,554
0.04% of portfolio
|
Q3 2017
New holding
|