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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,443
shares
|
$3.32 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
15,248
shares
|
$3.28 Million
1.51% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
14,563
shares
|
$3.13 Million
0.71% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,460
shares
|
$3.11 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,457
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
13,939
shares
|
$3 Million
0.07% of portfolio
|
Q3 2024
Reduced 33.01%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
13,642
shares
|
$2.94 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
13,506
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
13,402
shares
|
$2.89 Million
1.73% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,281
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2023
Reduced 31.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,226
shares
|
$2.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
13,016
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.06%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
12,887
shares
|
$2.77 Million
0.91% of portfolio
|
Q3 2024
Reduced 28.47%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
12,817
shares
|
$2.76 Million
0.36% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
12,245
shares
|
$2.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
12,218
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 543.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,162
shares
|
$2.62 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
12,095
shares
|
$2.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
11,958
shares
|
$2.57 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
11,710
shares
|
$2.52 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
11,598
shares
|
$2.5 Million
0.82% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,490
shares
|
$2.47 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
11,196
shares
|
$2.41 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
11,191
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
11,140
shares
|
$2.4 Million
0.05% of portfolio
|
Q3 2024
Added 0.6%
|