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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
1,773
shares
|
$369,209
0.02% of portfolio
|
Q2 2024
Reduced 7.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,763
shares
|
$367,127
0.0% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
1,750
shares
|
$364,420
0.21% of portfolio
|
Q3 2024
Added 32.18%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
1,714
shares
|
$356,923
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
1,706
shares
|
$355,257
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,693
shares
|
$352,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,676
shares
|
$349,010
0.08% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
1,675
shares
|
$348,802
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,663
shares
|
$346,303
0.0% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$345,678
0.02% of portfolio
|
Q3 2024
Added 52.57%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,658
shares
|
$345,261
0.2% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$343,387
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,635
shares
|
$340,472
0.02% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,630
shares
|
$339,431
0.0% of portfolio
|
Q4 2022
Reduced 35.19%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,628
shares
|
$339,014
0.03% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
1,627
shares
|
$338,806
0.04% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,600
shares
|
$333,184
0.03% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,599
shares
|
$332,975
0.29% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,584
shares
|
$329,852
0.0% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
1,563
shares
|
$325,479
0.01% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
1,562
shares
|
$325,270
0.03% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,553
shares
|
$323,396
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,545
shares
|
$321,730
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
1,540
shares
|
$320,689
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,521
shares
|
$316,733
0.06% of portfolio
|
Q2 2024
Reduced 5.17%
|