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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
732
shares
|
$152,431
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
728
shares
|
$151,598
0.02% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
706
shares
|
$147,017
0.02% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
699
shares
|
$145,559
0.09% of portfolio
|
Q3 2023
Added 40.36%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
685
shares
|
$142,644
0.01% of portfolio
|
Q1 2022
Reduced 0.15%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
661
shares
|
$137,646
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
641
shares
|
$133,481
0.0% of portfolio
|
Q3 2024
Added 140.98%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
630
shares
|
$131,191
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
625
shares
|
$130,150
0.0% of portfolio
|
Q3 2024
Added 46.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
600
shares
|
$124,944
0.02% of portfolio
|
Q3 2024
Added 70.45%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
581
shares
|
$120,987
0.04% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
574
shares
|
$119,529
0.01% of portfolio
|
Q2 2024
Added 315.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
567
shares
|
$118,072
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
541
shares
|
$112,657
0.01% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
536
shares
|
$111,616
0.03% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
520
shares
|
$108,284
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
518
shares
|
$107,868
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
512
shares
|
$106,618
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
474
shares
|
$98,705
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
467
shares
|
$97,248
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
449
shares
|
$93,499
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
420
shares
|
$87,460
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
415
shares
|
$86,419
0.01% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
386
shares
|
$80,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
361
shares
|
$75,174
0.0% of portfolio
|
Q1 2023
Reduced 13.22%
|