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 |
|---|---|---|---|---|---|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
17,676
shares
|
$3.94 Million
2.92% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,269
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,237
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,207
shares
|
$3.84 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,105
shares
|
$3.81 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
16,760
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16,724
shares
|
$3.73 Million
0.32% of portfolio
|
Q3 2022
Added 3.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,356
shares
|
$3.65 Million
0.19% of portfolio
|
Q3 2024
Reduced 33.92%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,231
shares
|
$3.62 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,632
shares
|
$3.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
15,573
shares
|
$3.47 Million
0.66% of portfolio
|
Q4 2024
Added 111135.71%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,443
shares
|
$3.44 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,429
shares
|
$3.44 Million
0.77% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,403
shares
|
$3.44 Million
1.53% of portfolio
|
Q4 2024
Added 463.18%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
15,144
shares
|
$3.38 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
14,905
shares
|
$3.32 Million
1.27% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,460
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,457
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
14,170
shares
|
$3.16 Million
1.37% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
13,939
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 33.01%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
13,506
shares
|
$3.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
13,402
shares
|
$2.99 Million
1.73% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,281
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2023
Reduced 31.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,226
shares
|
$2.95 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
13,016
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.06%
|