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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
29,850
shares
|
$6.43 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
29,403
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
27,036
shares
|
$5.82 Million
4.32% of portfolio
|
Q3 2023
Reduced 2.87%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
26,931
shares
|
$5.8 Million
0.54% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
26,883
shares
|
$5.79 Million
0.05% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
26,524
shares
|
$5.71 Million
0.42% of portfolio
|
Q2 2024
Added 14.43%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
26,335
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,678
shares
|
$5.53 Million
0.89% of portfolio
|
Q4 2022
Added 93.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
25,575
shares
|
$5.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,048
shares
|
$5.18 Million
0.74% of portfolio
|
Q4 2022
Reduced 15.78%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,048
shares
|
$5.18 Million
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
23,685
shares
|
$5.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
22,599
shares
|
$4.86 Million
0.55% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
22,403
shares
|
$4.82 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
22,179
shares
|
$4.77 Million
0.06% of portfolio
|
Q4 2022
Added 18.68%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
22,019
shares
|
$4.74 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
21,843
shares
|
$4.7 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
21,822
shares
|
$4.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
21,533
shares
|
$4.64 Million
0.02% of portfolio
|
Q3 2024
Added 42.02%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
21,409
shares
|
$4.61 Million
1.15% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,332
shares
|
$4.59 Million
4.26% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,533
shares
|
$4.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
20,528
shares
|
$4.42 Million
6.5% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
20,468
shares
|
$4.41 Million
6.57% of portfolio
|
Q3 2022
Reduced 8.75%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
20,335
shares
|
$4.38 Million
0.42% of portfolio
|
Q3 2023
Reduced 0.26%
|