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 814 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
276
shares
|
$61,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
273
shares
|
$60,881
0.01% of portfolio
|
Q3 2023
Reduced 14.15%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
263
shares
|
$58,651
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
250
shares
|
$55,752
0.0% of portfolio
|
Q2 2024
Added 1685.71%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
246
shares
|
$54,860
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
234
shares
|
$52,184
0.0% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
229
shares
|
$51,069
0.02% of portfolio
|
Q4 2024
Reduced 45.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
227
shares
|
$50,623
0.0% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
226
shares
|
$50,400
0.05% of portfolio
|
Q3 2022
Added 32.94%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
222
shares
|
$49,508
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
218
shares
|
$48,616
0.0% of portfolio
|
Q4 2024
Added 51.39%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
214
shares
|
$47,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$46,832
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
202
shares
|
$45,048
0.02% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
202
shares
|
$45,048
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
199
shares
|
$44,378
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
198
shares
|
$44,155
0.01% of portfolio
|
Q4 2024
Added 1880.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
197
shares
|
$43,932
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
183
shares
|
$40,810
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
177
shares
|
$39,472
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
174
shares
|
$38,803
0.0% of portfolio
|
Q3 2024
Added 241.18%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
171
shares
|
$38,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
171
shares
|
$38,134
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
170
shares
|
$37,911
0.02% of portfolio
|
Q2 2024
Reduced 24.44%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
167
shares
|
$37,242
0.0% of portfolio
|
Q2 2024
Reduced 51.45%
|