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 768 institutions that hold shares in the stock, with a total of 48.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,956,886
shares
|
$1.66 Billion
0.53% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,916,816
shares
|
$1.65 Billion
3.52% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$499 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,692,983
shares
|
$353 Million
0.98% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,506,471
shares
|
$314 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,429,968
shares
|
$298 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
1,308,490
shares
|
$272 Million
1.34% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,220,523
shares
|
$254 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,143,390
shares
|
$238 Million
2.91% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,073,907
shares
|
$224 Million
0.49% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
967,866
shares
|
$202 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
960,518
shares
|
$200 Million
5.49% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
728,853
shares
|
$152 Million
1.26% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
666,041
shares
|
$139 Million
0.19% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
619,786
shares
|
$129 Million
0.06% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
610,113
shares
|
$127 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$127 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
602,441
shares
|
$125 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
574,580
shares
|
$120 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
509,421
shares
|
$106 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
491,655
shares
|
$102 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
370,080
shares
|
$77.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 66.34%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
362,613
shares
|
$75.5 Million
2.92% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
325,290
shares
|
$67.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
325,084
shares
|
$67.7 Million
2.74% of portfolio
|
Q3 2024
Added 2.01%
|