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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
199
shares
|
$42,838
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
197
shares
|
$42,408
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
183
shares
|
$39,394
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
177
shares
|
$38,102
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
174
shares
|
$37,456
0.0% of portfolio
|
Q3 2024
Added 241.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
171
shares
|
$36,811
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
171
shares
|
$36,811
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
170
shares
|
$36,595
0.02% of portfolio
|
Q2 2024
Reduced 24.44%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
167
shares
|
$35,950
0.0% of portfolio
|
Q2 2024
Reduced 51.45%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$35,950
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
165
shares
|
$35,519
0.0% of portfolio
|
Q3 2024
Added 1550.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
160
shares
|
$34,443
0.0% of portfolio
|
Q4 2022
Reduced 18.37%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
144
shares
|
$30,998
0.0% of portfolio
|
Q1 2024
Reduced 25.77%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
140
shares
|
$30,137
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
137
shares
|
$29,491
0.01% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
137
shares
|
$29,491
0.01% of portfolio
|
Q2 2022
Added 286.13%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
135
shares
|
$29,061
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
131
shares
|
$28,200
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
127
shares
|
$27,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
126
shares
|
$27,124
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
122
shares
|
$26,262
0.01% of portfolio
|
Q3 2024
Added 1255.56%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
122
shares
|
$26,262
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
107
shares
|
$23,033
0.02% of portfolio
|
Q1 2024
Reduced 24.65%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
104
shares
|
$22,388
0.01% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
102
shares
|
$21,957
0.01% of portfolio
|
Q2 2024
New holding
|