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
Stephanie West@Org Partners Llc
Recent Activity
Increased 109.37%
0.2%
$1.453M
7,022 shares@ 206.92 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Increased 9.38%
0.29%
$1.294M
6,254 shares@ 206.93 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 4.12%
0.04%
$1.314M
6,130 shares@ 214.42 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Increased 0.02%
0.45%
$1.108M
5,354 shares@ 206.94 avg price
Jake Rue@Shore Point Advisors, Llc
Recent Activity
Increased 6.05%
0.56%
$1.038M
5,017 shares@ 206.94 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Increased 0.03%
0.08%
$981,285
4,742 shares@ 206.94 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 201.47%
0.21%
$895,050
4,326 shares@ 206.91 avg price
Jon Greer@Gsg Advisors Llc
Recent Activity
Increased 0.36%
0.24%
$757,760
3,662 shares@ 206.93 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Increased 133.99%
0.18%
$692,390
3,346 shares@ 206.94 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 49.8%
0.04%
$682,736
3,300 shares@ 206.89 avg price