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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
6,201
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,161
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
6,150
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2024
Reduced 63.93%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
6,141
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 95.45%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,074
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
6,065
shares
|
$1.31 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
5,995
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
5,990
shares
|
$1.29 Million
0.39% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,985
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
5,943
shares
|
$1.28 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,940
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,933
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5,888
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,881
shares
|
$1.27 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
5,849
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
5,718
shares
|
$1.23 Million
0.26% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,714
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,689
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,648
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,488
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 37.44%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
5,419
shares
|
$1.17 Million
0.93% of portfolio
|
Q3 2024
Reduced 53.62%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
5,353
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,345
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,333
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
5,307
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.02%
|