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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
7,486
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
7,472
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
7,465
shares
|
$1.61 Million
0.46% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
7,441
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
7,300
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
7,173
shares
|
$1.54 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,032
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Added 77.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,971
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 437.47%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
6,941
shares
|
$1.49 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
6,913
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,893
shares
|
$1.48 Million
0.7% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,840
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
6,798
shares
|
$1.46 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,797
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,731
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
6,689
shares
|
$1.44 Million
0.07% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,548
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,536
shares
|
$1.41 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
6,519
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
6,516
shares
|
$1.4 Million
0.79% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,510
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,451
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,319
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,309
shares
|
$1.36 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,289
shares
|
$1.35 Million
0.37% of portfolio
|
Q4 2023
Reduced 6.23%
|