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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
226
shares
|
$49,365
0.05% of portfolio
|
Q3 2022
Added 32.94%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
218
shares
|
$47,617
0.0% of portfolio
|
Q4 2024
Added 51.39%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$45,870
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
202
shares
|
$44,122
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
198
shares
|
$43,249
0.0% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
198
shares
|
$43,249
0.01% of portfolio
|
Q4 2024
Added 1880.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
197
shares
|
$43,030
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
188
shares
|
$41,064
0.01% of portfolio
|
Q4 2024
Added 48.03%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
183
shares
|
$39,972
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
179
shares
|
$39,098
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
177
shares
|
$38,662
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
171
shares
|
$37,351
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
171
shares
|
$37,351
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
170
shares
|
$37,133
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
170
shares
|
$37,133
0.03% of portfolio
|
Q2 2024
Reduced 24.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$36,477
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
164
shares
|
$35,822
0.0% of portfolio
|
Q4 2024
Added 465.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
160
shares
|
$34,948
0.0% of portfolio
|
Q4 2022
Reduced 18.37%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
155
shares
|
$33,856
0.0% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
150
shares
|
$32,764
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
145
shares
|
$31,672
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
140
shares
|
$30,580
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
137
shares
|
$29,924
0.01% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
137
shares
|
$29,924
0.01% of portfolio
|
Q2 2022
Added 286.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
131
shares
|
$28,614
0.01% of portfolio
|
Q3 2023
New holding
|