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 768 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 $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
40
shares
|
$8,329
0.0% of portfolio
|
Q2 2024
Reduced 39.39%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
38
shares
|
$7,913
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
34
shares
|
$7,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
33
shares
|
$6,871
0.0% of portfolio
|
Q2 2024
Reduced 99.5%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
30
shares
|
$6,247
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
29
shares
|
$6,038
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
27
shares
|
$5,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$5,414
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26
shares
|
$5,414
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
25
shares
|
$5,206
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
22
shares
|
$4,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
21
shares
|
$4,373
0.0% of portfolio
|
Q1 2023
Reduced 53.33%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$3,956
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
19
shares
|
$3,956
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
16
shares
|
$3,331
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
14
shares
|
$2,915
0.0% of portfolio
|
Q4 2019
Reduced 94.35%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
14
shares
|
$2,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
11
shares
|
$2,290
0.0% of portfolio
|
Q4 2019
Reduced 95.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
10
shares
|
$2,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
9
shares
|
$1,874
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$1,874
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6
shares
|
$1,249
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
6
shares
|
$1,249
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
5
shares
|
$1,041
0.0% of portfolio
|
Q3 2024
New holding
|