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 943 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
415
shares
|
$90,648
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
379
shares
|
$82,784
0.06% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
361
shares
|
$78,853
0.0% of portfolio
|
Q1 2023
Reduced 13.22%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
357
shares
|
$77,979
0.01% of portfolio
|
Q2 2023
Added 89.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
355
shares
|
$77,542
0.03% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
346
shares
|
$75,576
0.02% of portfolio
|
Q1 2023
Added 13.07%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
338
shares
|
$73,829
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
337
shares
|
$73,610
0.0% of portfolio
|
Q4 2024
Reduced 91.57%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
323
shares
|
$70,552
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
322
shares
|
$70,334
0.02% of portfolio
|
Q4 2024
Added 45.05%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
322
shares
|
$70,334
0.04% of portfolio
|
Q4 2024
Added 59.41%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
307
shares
|
$67,058
0.03% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$66,184
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
302
shares
|
$65,965
0.0% of portfolio
|
Q2 2023
Reduced 22.96%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
300
shares
|
$65,529
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
279
shares
|
$60,941
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
276
shares
|
$60,286
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
273
shares
|
$59,631
0.01% of portfolio
|
Q3 2023
Reduced 14.15%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
263
shares
|
$57,447
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
250
shares
|
$54,607
0.01% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
250
shares
|
$54,607
0.0% of portfolio
|
Q2 2024
Added 1685.71%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
234
shares
|
$51,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
234
shares
|
$51,112
0.0% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
233
shares
|
$50,894
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
229
shares
|
$50,020
0.02% of portfolio
|
Q4 2024
Reduced 45.48%
|