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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,517
shares
|
$315,900
0.06% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,516
shares
|
$315,691
0.25% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,506
shares
|
$313,609
0.0% of portfolio
|
Q3 2024
Reduced 74.78%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
1,504
shares
|
$313,192
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,502
shares
|
$312,776
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,502
shares
|
$312,776
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
1,499
shares
|
$312,151
0.24% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
1,497
shares
|
$311,735
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,460
shares
|
$304,030
0.07% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
1,459
shares
|
$303,822
0.12% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
1,457
shares
|
$303,405
0.14% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
1,456
shares
|
$303,197
0.19% of portfolio
|
Q2 2024
Added 25.73%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,455
shares
|
$302,989
0.14% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
1,455
shares
|
$302,989
0.01% of portfolio
|
Q3 2024
Reduced 89.83%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
1,452
shares
|
$302,364
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,452
shares
|
$302,364
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,435
shares
|
$298,824
0.07% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
1,434
shares
|
$298,616
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,430
shares
|
$297,783
0.07% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,428
shares
|
$297,366
0.02% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
1,420
shares
|
$295,700
0.1% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,416
shares
|
$294,867
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,408
shares
|
$293,201
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
1,407
shares
|
$292,993
0.11% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
1,406
shares
|
$292,785
0.13% of portfolio
|
Q2 2024
New holding
|