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 955 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,146
shares
|
$230,185
0.07% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,145
shares
|
$229,984
0.1% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,125
shares
|
$225,967
0.0% of portfolio
|
Q4 2024
Added 75.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,122
shares
|
$225,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
1,118
shares
|
$224,561
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,112
shares
|
$223,356
0.12% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,112
shares
|
$223,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,111
shares
|
$223,155
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,103
shares
|
$221,548
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
1,095
shares
|
$219,941
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,089
shares
|
$218,736
0.21% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
1,088
shares
|
$218,535
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,086
shares
|
$218,133
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,084
shares
|
$217,732
0.17% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,080
shares
|
$216,928
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,078
shares
|
$216,527
0.03% of portfolio
|
Q4 2024
Added 48.08%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
1,077
shares
|
$216,326
0.02% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,070
shares
|
$214,920
0.05% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
1,068
shares
|
$214,518
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
1,068
shares
|
$214,518
0.02% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,054
shares
|
$211,706
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
1,049
shares
|
$210,702
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,046
shares
|
$210,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
1,045
shares
|
$209,898
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,044
shares
|
$209,697
0.1% of portfolio
|
Q4 2024
Added 4.4%
|