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 961 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,864
shares
|
$1.96 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,820
shares
|
$1.95 Million
1.32% of portfolio
|
Q4 2024
Added 137.14%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
9,765
shares
|
$1.94 Million
0.33% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,742
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
9,740
shares
|
$1.94 Million
1.02% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
9,731
shares
|
$1.94 Million
0.67% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
9,688
shares
|
$1.93 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
9,596
shares
|
$1.91 Million
1.27% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
9,559
shares
|
$1.9 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,489
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
9,357
shares
|
$1.86 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,184
shares
|
$1.83 Million
0.49% of portfolio
|
Q2 2022
Added 18.56%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,148
shares
|
$1.82 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
9,148
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
9,067
shares
|
$1.8 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
9,056
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
8,981
shares
|
$1.79 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,959
shares
|
$1.78 Million
0.38% of portfolio
|
Q1 2025
Added 74.1%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
8,892
shares
|
$1.77 Million
0.34% of portfolio
|
Q4 2024
Added 645.35%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
8,864
shares
|
$1.76 Million
0.11% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
8,765
shares
|
$1.74 Million
0.29% of portfolio
|
Q4 2024
Added 86.29%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,750
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,656
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
8,431
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
8,404
shares
|
$1.67 Million
1.54% of portfolio
|
Q1 2025
Added 519.76%
|