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 989 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,813
shares
|
$647,327
0.05% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,787
shares
|
$641,344
0.19% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,767
shares
|
$636,742
0.04% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
2,733
shares
|
$628,917
0.11% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
2,725
shares
|
$627,077
0.5% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,721
shares
|
$626,156
0.18% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,714
shares
|
$624,545
0.02% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,705
shares
|
$622,474
0.01% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,690
shares
|
$619,022
0.06% of portfolio
|
Q2 2022
Reduced 27.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,676
shares
|
$615,801
0.04% of portfolio
|
Q1 2025
Reduced 64.19%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,634
shares
|
$606,136
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,601
shares
|
$598,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
2,598
shares
|
$597,851
0.39% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
2,585
shares
|
$594,860
0.19% of portfolio
|
Q1 2025
Reduced 24.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,585
shares
|
$594,860
0.0% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
2,573
shares
|
$592,098
0.3% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,557
shares
|
$588,416
0.02% of portfolio
|
Q1 2025
Added 74.06%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,540
shares
|
$584,504
0.08% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
2,528
shares
|
$581,743
0.15% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
2,524
shares
|
$580,822
0.03% of portfolio
|
Q1 2025
Added 119.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,522
shares
|
$580,362
0.21% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,520
shares
|
$579,902
0.04% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,508
shares
|
$577,140
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,497
shares
|
$574,609
0.04% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,470
shares
|
$568,396
0.1% of portfolio
|
Q4 2022
Reduced 1.98%
|