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 773 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
9,015
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
8,983
shares
|
$1.93 Million
0.18% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,957
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
8,952
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Added 221.78%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
8,431
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
8,322
shares
|
$1.79 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,265
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
8,241
shares
|
$1.77 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
8,210
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
8,105
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
8,082
shares
|
$1.74 Million
0.84% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,061
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,962
shares
|
$1.71 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
7,936
shares
|
$1.71 Million
0.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,912
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2024
Added 33.85%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
7,830
shares
|
$1.69 Million
0.31% of portfolio
|
Q3 2024
Added 99.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,810
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
7,769
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7,744
shares
|
$1.67 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,739
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 91.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,691
shares
|
$1.66 Million
0.17% of portfolio
|
Q3 2024
Added 75.67%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,687
shares
|
$1.65 Million
0.83% of portfolio
|
Q3 2024
Reduced 81.29%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,686
shares
|
$1.65 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,585
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
7,540
shares
|
$1.62 Million
0.51% of portfolio
|
Q3 2024
Added 0.07%
|