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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
1,140
shares
|
$245,407
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
1,130
shares
|
$243,255
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
1,128
shares
|
$242,824
0.01% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,122
shares
|
$241,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,118
shares
|
$240,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,118
shares
|
$240,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
1,109
shares
|
$238,734
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,103
shares
|
$237,442
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
1,103
shares
|
$237,442
0.1% of portfolio
|
Q2 2024
Reduced 87.96%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
1,095
shares
|
$235,720
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
1,088
shares
|
$234,213
0.19% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,087
shares
|
$233,998
0.05% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
1,062
shares
|
$228,616
0.15% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
1,057
shares
|
$227,540
0.08% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
1,054
shares
|
$226,894
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,045
shares
|
$224,957
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,045
shares
|
$224,957
0.01% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,043
shares
|
$224,526
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
1,041
shares
|
$224,096
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,037
shares
|
$223,234
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,025
shares
|
$220,651
0.06% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,008
shares
|
$216,992
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$215,270
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$215,270
0.01% of portfolio
|
Q3 2024
Reduced 64.7%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$215,270
0.01% of portfolio
|
Q3 2024
New holding
|