Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
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Equity / COMMON STOCK
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Shares outstanding
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75.2M
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Number of holders
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641
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Total 13F shares, excl. options
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53.1M
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Shares change
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-3.99M
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Total reported value, excl. options
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$7.65B
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Value change
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-$571M
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Put/Call ratio
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0.12
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Number of buys
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180
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Number of sells
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-454
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Price
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$144.25
Significant Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) as of Q2 2023
753 filings reported holding MTUM - iShares MSCI USA Momentum Factor ETF - COMMON STOCK as of Q2 2023.
iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) has 641 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 53.1M shares
of 75.2M outstanding shares and own 70.56% of the company stock.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (6.64M shares), MERCER GLOBAL ADVISORS INC /ADV (6.23M shares), RAYMOND JAMES & ASSOCIATES (2.92M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.21M shares), CAPTRUST FINANCIAL ADVISORS (2.1M shares), STATE OF MICHIGAN RETIREMENT SYSTEM (1.82M shares), BANK OF AMERICA CORP /DE/ (1.64M shares), MORGAN STANLEY (1.63M shares), ASSETMARK, INC (1.45M shares), and BlackRock Inc. (1.26M shares).
This table shows the top 641 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.