Q4 2023 13F Holders as of 31 Dec 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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638
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Total 13F shares, excl. options
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47.8M
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Shares change
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-3.43M
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Total reported value, excl. options
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$7.49B
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Value change
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-$532M
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Put/Call ratio
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0.44
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Number of buys
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186
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Number of sells
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-371
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Price
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$156.89
Significant Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) as of Q4 2023
705 filings reported holding MTUM - iShares MSCI USA Momentum Factor ETF - COMMON STOCK as of Q4 2023.
iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) has 638 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 47.8M shares
of 75.2M outstanding shares and own 63.59% of the company stock.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (7.14M shares), MERCER GLOBAL ADVISORS INC /ADV (6.74M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.3M shares), RAYMOND JAMES & ASSOCIATES (2.55M shares), ASSETMARK, INC (1.65M shares), STATE OF MICHIGAN RETIREMENT SYSTEM (1.48M shares), MORGAN STANLEY (1.37M shares), Cerity Partners LLC (1.14M shares), CWM, LLC (1.13M shares), and Savant Capital, LLC (1.11M shares).
This table shows the top 638 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.