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 892 institutions that hold shares in the stock, with a total of 60 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
29
shares
|
$6,539
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
28
shares
|
$6,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$5,862
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26
shares
|
$5,862
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
22
shares
|
$4,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
21
shares
|
$4,735
0.0% of portfolio
|
Q1 2023
Reduced 53.33%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$4,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19
shares
|
$4,284
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$4,284
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
18
shares
|
$4,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
16
shares
|
$3,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,607
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$3,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
11
shares
|
$2,480
0.0% of portfolio
|
Q4 2019
Reduced 95.53%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
6
shares
|
$1,352
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
5
shares
|
$1,127
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$1,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
4
shares
|
$901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
4
shares
|
$901
0.0% of portfolio
|
Q3 2023
Reduced 88.57%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4
shares
|
$901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4
shares
|
$901
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$450
0.04% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|