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 867 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
170
shares
|
$38,227
0.02% of portfolio
|
Q2 2024
Reduced 24.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$37,553
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
167
shares
|
$37,553
0.0% of portfolio
|
Q2 2024
Reduced 51.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
165
shares
|
$37,103
0.0% of portfolio
|
Q3 2024
Added 1550.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
160
shares
|
$35,979
0.0% of portfolio
|
Q4 2022
Reduced 18.37%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
155
shares
|
$34,854
0.0% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
150
shares
|
$33,730
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
140
shares
|
$31,481
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
137
shares
|
$30,807
0.01% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
137
shares
|
$30,807
0.01% of portfolio
|
Q2 2022
Added 286.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
131
shares
|
$29,457
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
127
shares
|
$28,558
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
126
shares
|
$28,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
122
shares
|
$27,434
0.01% of portfolio
|
Q3 2024
Added 1255.56%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
122
shares
|
$27,434
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
120
shares
|
$26,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
107
shares
|
$24,061
0.01% of portfolio
|
Q1 2024
Reduced 24.65%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
104
shares
|
$23,386
0.01% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
102
shares
|
$22,936
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
101
shares
|
$22,711
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
101
shares
|
$22,711
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$19,563
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
87
shares
|
$19,563
0.02% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
85
shares
|
$19,113
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
83
shares
|
$18,664
0.0% of portfolio
|
Q3 2024
Reduced 27.83%
|