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
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.13%
$1.188M
5,740 shares@ 206.9 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
New Position
0.22%
$1.065M
5,146 shares@ 206.92 avg price
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
0.42%
$490,767
2,372 shares@ 206.91 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
New Position
0.03%
$435,999
2,107 shares@ 206.93 avg price
Beth Uhlen@Canandaigua National Trust Co Of Florida
Recent Activity
New Position
0.25%
$312,863
1,512 shares@ 206.92 avg price
Michael Jonathan Mess@Veracity Capital Llc
Recent Activity
New Position
0.09%
$247,476
1,196 shares@ 206.92 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
New Position
0.1%
$236,621
1,111 shares@ 212.99 avg price
Brent P. Nicks@Accelerate Investment Advisors Llc
Recent Activity
New Position
0.2%
$224,715
1,086 shares@ 206.92 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
New Position
0.05%
$115,461
558 shares@ 206.92 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
New Position
0.02%
$85,872
415 shares@ 206.93 avg price