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 |
|---|---|---|---|---|---|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,257
shares
|
$469,997
0.06% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,207
shares
|
$459,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
2,205
shares
|
$459,169
0.02% of portfolio
|
Q4 2021
Added 0.27%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,203
shares
|
$458,752
0.03% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
2,200
shares
|
$458,128
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
2,188
shares
|
$455,629
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,185
shares
|
$455,004
0.04% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
2,161
shares
|
$450,006
0.34% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
2,153
shares
|
$448,340
0.36% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,150
shares
|
$447,716
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,147
shares
|
$447,091
0.02% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,138
shares
|
$445,217
0.0% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$444,800
0.26% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,131
shares
|
$443,759
0.08% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,122
shares
|
$441,885
0.0% of portfolio
|
Q2 2023
Reduced 10.05%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,114
shares
|
$440,219
0.02% of portfolio
|
Q2 2023
Reduced 30.35%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
2,113
shares
|
$440,011
0.04% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,104
shares
|
$438,136
0.0% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
2,099
shares
|
$437,095
0.04% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,078
shares
|
$432,722
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
2,077
shares
|
$432,514
0.16% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
2,060
shares
|
$428,974
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
2,051
shares
|
$427,100
0.22% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,048
shares
|
$426,475
0.05% of portfolio
|
Q3 2023
Reduced 23.58%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
2,027
shares
|
$422,102
0.11% of portfolio
|
Q3 2024
Added 0.15%
|