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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,147
shares
|
$67.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
289,314
shares
|
$62.3 Million
3.05% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
282,975
shares
|
$60.9 Million
2.23% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
277,487
shares
|
$59.7 Million
9.58% of portfolio
|
Q2 2024
Added 35.74%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
253,036
shares
|
$54.5 Million
0.03% of portfolio
|
Q3 2024
Added 1266.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
218,330
shares
|
$47 Million
0.01% of portfolio
|
Q3 2024
Reduced 61.83%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
217,450
shares
|
$46.8 Million
2.63% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
217,368
shares
|
$46.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
206,027
shares
|
$44.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.84%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
200,091
shares
|
$43.1 Million
8.11% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
189,564
shares
|
$40.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
185,742
shares
|
$40 Million
1.68% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
183,461
shares
|
$39.5 Million
0.47% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
183,336
shares
|
$39.5 Million
3.65% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
178,494
shares
|
$38.4 Million
14.58% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
176,497
shares
|
$38 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
161,364
shares
|
$34.7 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
157,981
shares
|
$34 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
153,371
shares
|
$33 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
150,144
shares
|
$32.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
138,168
shares
|
$29.7 Million
2.56% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
136,872
shares
|
$29.5 Million
1.63% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
134,912
shares
|
$29 Million
0.49% of portfolio
|
Q3 2022
Added 66.63%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
128,632
shares
|
$27.7 Million
12.4% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
125,167
shares
|
$26.9 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.63%
|