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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42
shares
|
$9,563
0.0% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
38
shares
|
$8,652
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
36
shares
|
$8,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
33
shares
|
$7,514
0.0% of portfolio
|
Q2 2024
Reduced 99.5%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$6,831
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
29
shares
|
$6,603
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 14, 2025 Q4 2024 |
28
shares
|
$6,375
0.0% of portfolio
|
Q4 2024
Reduced 65.85%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
28
shares
|
$6,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26
shares
|
$5,920
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$5,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
22
shares
|
$5,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
21
shares
|
$4,781
0.0% of portfolio
|
Q1 2023
Reduced 53.33%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$4,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$4,326
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19
shares
|
$4,326
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
18
shares
|
$4,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
16
shares
|
$3,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,643
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$3,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
11
shares
|
$2,504
0.0% of portfolio
|
Q4 2019
Reduced 95.53%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
7
shares
|
$1,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
6
shares
|
$1,366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$1,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
5
shares
|
$1,138
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4
shares
|
$910
0.0% of portfolio
|
Q4 2024
New holding
|