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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,043
shares
|
$209,496
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,040
shares
|
$208,894
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
1,037
shares
|
$208,291
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
1,032
shares
|
$207,287
0.04% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
1,031
shares
|
$207,086
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
1,016
shares
|
$204,073
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,016
shares
|
$204,073
0.11% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,004
shares
|
$201,663
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$200,860
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$200,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
987
shares
|
$198,248
0.01% of portfolio
|
Q3 2024
Reduced 68.52%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
983
shares
|
$197,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
979
shares
|
$196,641
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
972
shares
|
$195,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
972
shares
|
$195,235
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
971
shares
|
$195,035
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
966
shares
|
$194,030
0.05% of portfolio
|
Q2 2024
Reduced 41.84%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
950
shares
|
$190,817
0.05% of portfolio
|
Q4 2023
Reduced 25.78%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
921
shares
|
$184,992
0.04% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
908
shares
|
$182,380
0.0% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
905
shares
|
$181,778
0.13% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
897
shares
|
$180,171
0.03% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
894
shares
|
$179,568
0.05% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
883
shares
|
$177,359
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
869
shares
|
$174,547
0.04% of portfolio
|
Q3 2022
Reduced 1.7%
|