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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
134,912
shares
|
$30.1 Million
0.49% of portfolio
|
Q3 2022
Added 66.63%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
128,632
shares
|
$28.7 Million
12.4% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
125,371
shares
|
$28 Million
1.55% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
125,167
shares
|
$27.9 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
123,550
shares
|
$27.6 Million
0.26% of portfolio
|
Q3 2024
Added 58.79%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
122,171
shares
|
$27.2 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
121,591
shares
|
$27.1 Million
5.84% of portfolio
|
Q3 2024
Reduced 77.54%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
109,000
shares
|
$24.3 Million
2.67% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
108,215
shares
|
$24.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
107,715
shares
|
$24 Million
0.8% of portfolio
|
Q3 2024
Added 78.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
103,510
shares
|
$23.1 Million
0.33% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
101,296
shares
|
$22.6 Million
4.05% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
99,936
shares
|
$22.3 Million
3.74% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
95,264
shares
|
$21.2 Million
0.17% of portfolio
|
Q3 2024
Added 1229.39%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
91,040
shares
|
$20.3 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
89,454
shares
|
$19.9 Million
5.87% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
87,017
shares
|
$19.4 Million
6.74% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
86,687
shares
|
$19.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
85,213
shares
|
$19 Million
8.25% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
84,208
shares
|
$18.8 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
83,188
shares
|
$18.6 Million
1.07% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
81,866
shares
|
$18.3 Million
4.96% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
80,668
shares
|
$18 Million
7.55% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
78,898
shares
|
$17.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
73,294
shares
|
$16.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.4%
|