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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
11,053
shares
|
$2.38 Million
0.06% of portfolio
|
Q2 2024
Added 34.15%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
11,048
shares
|
$2.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 88.42%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,968
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,694
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
10,587
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,435
shares
|
$2.25 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
10,350
shares
|
$2.23 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
10,333
shares
|
$2.22 Million
0.65% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
10,329
shares
|
$2.22 Million
3.6% of portfolio
|
Q3 2024
Reduced 32.22%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,274
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
10,270
shares
|
$2.21 Million
0.21% of portfolio
|
Q3 2024
Reduced 72.71%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
10,252
shares
|
$2.21 Million
1.25% of portfolio
|
Q3 2024
Added 24.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
10,223
shares
|
$2.2 Million
0.62% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,950
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
9,860
shares
|
$2.12 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,816
shares
|
$2.11 Million
0.15% of portfolio
|
Q3 2024
Added 185.02%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
9,760
shares
|
$2.1 Million
0.33% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
9,610
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
9,596
shares
|
$2.07 Million
1.28% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
9,509
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2024
Added 11639.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,448
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
9,434
shares
|
$2.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
9,400
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
9,206
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.81%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,184
shares
|
$1.98 Million
0.49% of portfolio
|
Q2 2022
Added 18.56%
|