iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM)

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COMMON STOCK
Shares outstanding
75,242,694
Total 13F shares
276,965
Share change
-20,063
Total reported value
$43,452,985
Price per share
$156.89
Number of holders
9
Value change
-$3,118,631
Number of buys
3
Number of sells
5

Institutional Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) as of Q4 2023

As of 31 Dec 2023, iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 276,965 shares. The largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, ASSETMARK, INC, STATE OF MICHIGAN RETIREMENT SYSTEM, MORGAN STANLEY, Cerity Partners LLC, CWM, LLC, and Savant Capital, LLC. This page lists 639 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.