MTUM

Ishares Msci Usa Momentum Fa

Latest period2024 - Q4Total superinvestors131

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 131 superinvestors own shares of Ishares Msci Usa Momentum Fa (MTUM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Usa Momentum Fa (MTUM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Usa Momentum Fa (MTUM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Usa Momentum Fa (MTUM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Rhonda Carter@Well Done, Llc
Recent Activity
2.18%
$11.858M
58,483 shares@ 202.76 avg price
Christopher Clancy@Global Wealth Strategies & Associates
Recent Activity
Increased 1.83%
3.19%
$10.173M
49,162 shares@ 206.93 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Increased 2.95%
0.82%
$8.748M
42,061 shares@ 207.99 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Decreased -0.49%
1.93%
$7.34M
35,473 shares@ 206.92 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 450.45%
0.13%
$6.758M
32,658 shares@ 206.93 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 820.8%
0.1%
$6.606M
31,924 shares@ 206.93 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -6.37%
0.36%
$4.588M
22,174 shares@ 206.92 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
New Position
1.66%
$4.585M
22,159 shares@ 206.94 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Decreased -0.15%
1.14%
$4.423M
21,375 shares@ 206.93 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 0.09%
0.6%
$3.748M
18,111 shares@ 206.93 avg price