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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,999
shares
|
$416,271
0.01% of portfolio
|
Q3 2024
Reduced 40.75%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,977
shares
|
$411,690
0.14% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
1,974
shares
|
$411,065
0.04% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
1,972
shares
|
$410,649
0.14% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,955
shares
|
$407,109
0.02% of portfolio
|
Q3 2023
Added 7.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
1,949
shares
|
$405,859
0.01% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
1,916
shares
|
$398,987
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
1,910
shares
|
$397,738
0.11% of portfolio
|
Q3 2024
Added 66.96%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
1,893
shares
|
$394,198
0.04% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
1,886
shares
|
$392,740
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,880
shares
|
$391,491
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
1,871
shares
|
$389,617
0.04% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
1,859
shares
|
$387,118
0.03% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
1,850
shares
|
$385,244
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
1,845
shares
|
$384,202
0.05% of portfolio
|
Q3 2023
Reduced 20.99%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,844
shares
|
$383,994
0.3% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,835
shares
|
$382,120
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,813
shares
|
$377,539
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
1,812
shares
|
$377,330
0.17% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,805
shares
|
$375,873
0.2% of portfolio
|
Q4 2023
Reduced 13.01%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
1,804
shares
|
$375,664
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,801
shares
|
$375,040
0.19% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
1,797
shares
|
$374,207
0.21% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
1,788
shares
|
$372,333
0.06% of portfolio
|
Q2 2023
Reduced 0.61%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,775
shares
|
$369,626
0.1% of portfolio
|
Q1 2024
Reduced 10.85%
|