Q3 2023 13F Holders as of 30 Sep 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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618
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Total 13F shares, excl. options
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51.3M
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Shares change
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-1.7M
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Total reported value, excl. options
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$7.17B
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Value change
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-$240M
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Put/Call ratio
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1.3
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Number of buys
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178
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Number of sells
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-379
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Price
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$139.70
Significant Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) as of Q3 2023
694 filings reported holding MTUM - iShares MSCI USA Momentum Factor ETF - COMMON STOCK as of Q3 2023.
iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) has 618 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 51.3M shares
of 75.2M outstanding shares and own 68.12% of the company stock.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (6.91M shares), MERCER GLOBAL ADVISORS INC /ADV (6.55M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.12M shares), RAYMOND JAMES & ASSOCIATES (2.56M shares), CAPTRUST FINANCIAL ADVISORS (2.2M shares), ASSETMARK, INC (1.58M shares), STATE OF MICHIGAN RETIREMENT SYSTEM (1.48M shares), MORGAN STANLEY (1.4M shares), Cerity Partners LLC (1.17M shares), and BANK OF AMERICA CORP /DE/ (1.1M shares).
This table shows the top 618 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.