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 742 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
8,266,583
shares
|
$1.54 Billion
0.59% of portfolio
|
Q1 2024
Added 15.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
7,337,780
shares
|
$1.37 Billion
3.91% of portfolio
|
Q1 2024
Added 8.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,507,875
shares
|
$468 Million
0.32% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,577,831
shares
|
$294 Million
0.01% of portfolio
|
Q1 2024
Added 95.33%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,550,901
shares
|
$289 Million
0.95% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,533,560
shares
|
$286 Million
0.03% of portfolio
|
Q1 2024
Added 54.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,417,964
shares
|
$265 Million
0.02% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
State Of Michigan Retirement System
|
Apr 18, 2024 Q1 2024 |
1,401,240
shares
|
$261 Million
1.43% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
1,239,696
shares
|
$231 Million
3.32% of portfolio
|
Q1 2024
Added 20.08%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
1,157,133
shares
|
$216 Million
2.51% of portfolio
|
Q1 2024
Added 4.36%
|
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
1,149,454
shares
|
$214 Million
5.36% of portfolio
|
Q4 2022
Added 7.08%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,054,473
shares
|
$197 Million
0.52% of portfolio
|
Q1 2024
Reduced 7.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,052,751
shares
|
$196 Million
0.53% of portfolio
|
Q1 2024
Reduced 68.09%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
835,639
shares
|
$156 Million
0.76% of portfolio
|
Q1 2024
Reduced 26.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
821,075
shares
|
$153 Million
4.65% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
760,462
shares
|
$142 Million
0.04% of portfolio
|
Q1 2024
Added 28.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
719,026
shares
|
$134 Million
0.04% of portfolio
|
Q1 2024
Added 65.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
655,589
shares
|
$122 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
611,393
shares
|
$114 Million
0.06% of portfolio
|
Q1 2024
Added 8.18%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$113 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
571,812
shares
|
$107 Million
0.03% of portfolio
|
Q1 2024
Added 30.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
550,404
shares
|
$103 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 14, 2024 Q1 2024 |
497,000
shares
|
$92.7 Million
16.01% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
413,112
shares
|
$77.1 Million
1.75% of portfolio
|
Q1 2024
Added 67291.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
407,194
shares
|
$76 Million
0.02% of portfolio
|
Q1 2024
Added 29.31%
|
|