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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
20,018
shares
|
$4.31 Million
2.43% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
19,380
shares
|
$4.17 Million
0.28% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
19,247
shares
|
$4.14 Million
2.02% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
19,026
shares
|
$4.1 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
19,010
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
18,817
shares
|
$4.05 Million
0.72% of portfolio
|
Q3 2024
Reduced 72.35%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18,732
shares
|
$4.03 Million
0.75% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
18,503
shares
|
$3.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,381
shares
|
$3.96 Million
2.92% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
18,229
shares
|
$3.92 Million
0.9% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
18,180
shares
|
$3.91 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
18,095
shares
|
$3.9 Million
0.61% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
17,743
shares
|
$3.82 Million
0.18% of portfolio
|
Q3 2024
Reduced 23.78%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,703
shares
|
$3.81 Million
0.03% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
17,676
shares
|
$3.81 Million
2.92% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,269
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,237
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,207
shares
|
$3.7 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,105
shares
|
$3.68 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
16,760
shares
|
$3.61 Million
0.09% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16,724
shares
|
$3.6 Million
0.32% of portfolio
|
Q3 2022
Added 3.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,356
shares
|
$3.52 Million
0.19% of portfolio
|
Q3 2024
Reduced 33.92%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,231
shares
|
$3.49 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
15,977
shares
|
$3.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,632
shares
|
$3.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.01%
|