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 961 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
630
shares
|
$125,307
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
623
shares
|
$123,914
0.04% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
576
shares
|
$114,566
0.05% of portfolio
|
Q4 2024
Added 668.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
574
shares
|
$114,168
0.01% of portfolio
|
Q2 2024
Added 315.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
567
shares
|
$112,776
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
564
shares
|
$112,179
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
558
shares
|
$110,986
0.01% of portfolio
|
Q1 2025
Added 155.96%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
541
shares
|
$107,604
0.01% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
537
shares
|
$106,809
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
518
shares
|
$103,030
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
514
shares
|
$102,234
0.0% of portfolio
|
Q4 2024
Reduced 75.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
474
shares
|
$94,278
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
454
shares
|
$90,300
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
449
shares
|
$89,306
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
442
shares
|
$87,913
0.03% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
428
shares
|
$85,129
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
415
shares
|
$82,543
0.01% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
415
shares
|
$82,543
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
402
shares
|
$79,957
0.03% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
379
shares
|
$75,383
0.06% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
361
shares
|
$71,802
0.0% of portfolio
|
Q1 2023
Reduced 13.22%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
357
shares
|
$71,007
0.01% of portfolio
|
Q2 2023
Added 89.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
355
shares
|
$70,609
0.03% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
346
shares
|
$68,819
0.02% of portfolio
|
Q1 2023
Added 13.07%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
338
shares
|
$67,228
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|