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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
68,554
shares
|
$15.3 Million
0.28% of portfolio
|
Q2 2024
Added 3.91%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
68,354
shares
|
$15.2 Million
2.29% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
66,870
shares
|
$14.9 Million
0.05% of portfolio
|
Q3 2024
Added 49.46%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
63,715
shares
|
$14.2 Million
3.73% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
63,557
shares
|
$14.2 Million
2.11% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
63,350
shares
|
$14.1 Million
2.73% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
63,121
shares
|
$14.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 43.89%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
62,935
shares
|
$14 Million
6.13% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
62,014
shares
|
$13.8 Million
0.36% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
58,483
shares
|
$13 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
56,266
shares
|
$12.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
55,278
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,387
shares
|
$11.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
51,165
shares
|
$11.4 Million
4.41% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
50,951
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
50,305
shares
|
$11.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
49,162
shares
|
$11 Million
3.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
49,012
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
46,240
shares
|
$10.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
46,006
shares
|
$10.3 Million
2.31% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
45,140
shares
|
$10.1 Million
4.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
45,010
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Added 128.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,358
shares
|
$9.89 Million
0.04% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
43,892
shares
|
$9.79 Million
0.1% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
43,708
shares
|
$9.75 Million
0.89% of portfolio
|
Q3 2024
Added 143.17%
|