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 773 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
65,117
shares
|
$14 Million
0.3% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
63,715
shares
|
$13.7 Million
3.73% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
63,557
shares
|
$13.7 Million
2.11% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
63,350
shares
|
$13.6 Million
2.73% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
63,121
shares
|
$13.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 43.89%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
62,935
shares
|
$13.5 Million
6.13% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
62,014
shares
|
$13.3 Million
0.36% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
58,483
shares
|
$12.6 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
56,266
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
55,278
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,387
shares
|
$11.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
51,165
shares
|
$11 Million
4.41% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
50,951
shares
|
$11 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
50,305
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
49,012
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
48,281
shares
|
$10.4 Million
3.22% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
46,240
shares
|
$9.95 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
46,006
shares
|
$9.9 Million
2.31% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
45,140
shares
|
$9.72 Million
4.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
45,010
shares
|
$9.69 Million
0.01% of portfolio
|
Q3 2024
Added 128.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,358
shares
|
$9.55 Million
0.04% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
43,907
shares
|
$9.45 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
43,892
shares
|
$9.45 Million
0.1% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
43,708
shares
|
$9.41 Million
0.89% of portfolio
|
Q3 2024
Added 143.17%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
43,292
shares
|
$9.32 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.14%
|