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 919 institutions that hold shares in the stock, with a total of 67.5 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
101
shares
|
$22,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
101
shares
|
$22,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
97
shares
|
$22,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
94
shares
|
$21,404
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
88
shares
|
$20,038
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
87
shares
|
$19,810
0.02% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
86
shares
|
$19,583
0.0% of portfolio
|
Q4 2024
Added 855.56%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
86
shares
|
$19,583
0.0% of portfolio
|
Q4 2024
Added 65.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
85
shares
|
$19,355
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
83
shares
|
$18,899
0.0% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
81
shares
|
$18,444
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
80
shares
|
$18,216
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
77
shares
|
$17,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
66
shares
|
$15,028
0.0% of portfolio
|
Q1 2024
Reduced 82.11%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
62
shares
|
$14,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
62
shares
|
$14,118
0.01% of portfolio
|
Q4 2024
Reduced 24.39%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
60
shares
|
$13,662
0.0% of portfolio
|
Q4 2022
Reduced 30.23%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
60
shares
|
$13,662
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
59
shares
|
$13,434
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
52
shares
|
$11,840
0.0% of portfolio
|
Q4 2023
Added 1.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$11,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
45
shares
|
$10,246
0.02% of portfolio
|
Q2 2022
Reduced 99.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
45
shares
|
$10,246
0.0% of portfolio
|
Q3 2023
Reduced 39.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
45
shares
|
$10,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$9,791
0.03% of portfolio
|
Q3 2024
New holding
|