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 847 institutions that hold shares in the stock, with a total of 50.9 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 |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
87
shares
|
$19,064
0.02% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$19,064
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
85
shares
|
$18,626
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
83
shares
|
$18,187
0.0% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
82
shares
|
$17,968
0.01% of portfolio
|
Q3 2023
Reduced 47.1%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
82
shares
|
$17,968
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
82
shares
|
$17,968
0.0% of portfolio
|
Q3 2024
Added 49.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
81
shares
|
$17,749
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
80
shares
|
$17,530
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
77
shares
|
$16,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
75
shares
|
$16,434
0.01% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
68
shares
|
$14,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
67
shares
|
$14,681
0.0% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
66
shares
|
$14,462
0.0% of portfolio
|
Q1 2024
Reduced 82.11%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
62
shares
|
$13,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
60
shares
|
$13,147
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
60
shares
|
$13,147
0.0% of portfolio
|
Q4 2022
Reduced 30.23%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
59
shares
|
$12,928
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
52
shares
|
$11,394
0.0% of portfolio
|
Q4 2023
Added 1.96%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
52
shares
|
$11,394
0.0% of portfolio
|
Q2 2024
Reduced 39.53%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
45
shares
|
$9,860
0.02% of portfolio
|
Q2 2022
Reduced 99.8%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
45
shares
|
$9,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
45
shares
|
$9,860
0.0% of portfolio
|
Q3 2023
Reduced 39.19%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$9,422
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42
shares
|
$9,203
0.0% of portfolio
|
Q1 2023
Reduced 38.24%
|