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 771 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 $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
5,123
shares
|
$1.07 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
5,040
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,977
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,933
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 208.31%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
4,741
shares
|
$987,265
0.08% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,731
shares
|
$985,183
0.53% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
4,705
shares
|
$979,769
0.13% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,703
shares
|
$979,352
0.15% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,643
shares
|
$966,858
0.08% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
4,429
shares
|
$922,294
0.5% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,428
shares
|
$922,086
0.06% of portfolio
|
Q3 2024
Added 96.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
4,345
shares
|
$904,802
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,305
shares
|
$896,473
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
4,254
shares
|
$885,852
0.0% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,242
shares
|
$883,354
0.12% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,230
shares
|
$880,855
0.35% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
4,165
shares
|
$867,319
0.45% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
4,141
shares
|
$862,321
0.59% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,125
shares
|
$858,990
0.01% of portfolio
|
Q3 2024
Reduced 31.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,111
shares
|
$856,074
0.03% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
4,094
shares
|
$852,534
0.23% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,060
shares
|
$845,454
0.01% of portfolio
|
Q2 2024
Added 407.5%
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
3,997
shares
|
$832,335
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
3,984
shares
|
$829,628
0.31% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,976
shares
|
$827,962
0.24% of portfolio
|
Q2 2020
New holding
|