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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
43,093
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2024
Added 120.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
41,520
shares
|
$8.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
41,491
shares
|
$8.93 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
40,857
shares
|
$8.8 Million
0.5% of portfolio
|
Q3 2024
Added 76.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
40,776
shares
|
$8.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,477
shares
|
$8.71 Million
0.23% of portfolio
|
Q2 2020
Added 11.74%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
39,427
shares
|
$8.49 Million
5.81% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
39,091
shares
|
$8.42 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
38,690
shares
|
$8.33 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
38,022
shares
|
$8.18 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,535
shares
|
$8.08 Million
0.17% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,504
shares
|
$8.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
37,130
shares
|
$7.99 Million
4.85% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
36,849
shares
|
$7.93 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,659
shares
|
$7.68 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
35,648
shares
|
$7.67 Million
2.11% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
34,936
shares
|
$7.52 Million
1.08% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
34,436
shares
|
$7.41 Million
2.31% of portfolio
|
Q2 2023
Added 21.79%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
33,712
shares
|
$7.26 Million
3.23% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
32,421
shares
|
$6.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,032
shares
|
$6.9 Million
0.33% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
31,692
shares
|
$6.82 Million
1.37% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
31,458
shares
|
$6.77 Million
1.3% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
31,330
shares
|
$6.74 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
30,314
shares
|
$6.53 Million
0.68% of portfolio
|
Q3 2024
Added 3.88%
|