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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,890
shares
|
$810,053
0.12% of portfolio
|
Q2 2023
Reduced 11.39%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,869
shares
|
$805,680
0.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
3,859
shares
|
$803,598
0.21% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$801,932
0.3% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
3,825
shares
|
$796,518
0.32% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,805
shares
|
$792,353
0.02% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,797
shares
|
$790,687
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,770
shares
|
$785,064
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,751
shares
|
$781,108
0.05% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,749
shares
|
$780,691
0.03% of portfolio
|
Q3 2024
Reduced 31.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$771,945
0.01% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
3,699
shares
|
$770,279
0.28% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,695
shares
|
$769,446
0.34% of portfolio
|
Q4 2022
Reduced 21.73%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$761,325
0.08% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
3,649
shares
|
$759,867
0.24% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,645
shares
|
$759,034
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,642
shares
|
$758,410
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,641
shares
|
$758,201
0.02% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,641
shares
|
$758,201
0.04% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,632
shares
|
$756,327
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
3,602
shares
|
$750,080
0.47% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,580
shares
|
$745,499
0.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
3,574
shares
|
$744,249
0.37% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
3,572
shares
|
$743,833
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$728,840
0.0% of portfolio
|
Q2 2021
New holding
|