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 |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$757,295
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,468
shares
|
$750,371
0.16% of portfolio
|
Q3 2024
Added 68.27%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,467
shares
|
$750,154
0.01% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,435
shares
|
$743,230
0.05% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,423
shares
|
$740,634
0.16% of portfolio
|
Q3 2024
Added 141.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,383
shares
|
$731,979
0.02% of portfolio
|
Q3 2024
Added 142.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,354
shares
|
$725,704
0.12% of portfolio
|
Q3 2024
Reduced 28.39%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
3,354
shares
|
$725,704
0.71% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,343
shares
|
$723,324
0.02% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,330
shares
|
$720,512
0.05% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
3,327
shares
|
$719,862
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,322
shares
|
$718,781
0.13% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,318
shares
|
$717,915
0.04% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
3,298
shares
|
$713,588
0.45% of portfolio
|
Q3 2024
Reduced 79.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,289
shares
|
$711,640
0.01% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
3,267
shares
|
$706,880
0.07% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
3,182
shares
|
$688,489
0.16% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,116
shares
|
$674,208
0.02% of portfolio
|
Q3 2024
Added 30.76%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,099
shares
|
$670,530
0.08% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
3,074
shares
|
$665,121
0.16% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,057
shares
|
$661,443
0.05% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,032
shares
|
$656,033
0.01% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,026
shares
|
$654,735
0.0% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,024
shares
|
$654,302
0.11% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
3,018
shares
|
$653,004
0.13% of portfolio
|
Q3 2024
Added 186.34%
|