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
Jessica Thayer@Unique Wealth, Llc
Recent Activity
New Position
0.3%
$1.433M
6,925 shares@ 206.93 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Decreased -0.95%
0.75%
$1.393M
6,733 shares@ 206.92 avg price
Jennifer Matthews@Mcnaughton Wealth Management, Llc
Recent Activity
Decreased -0.64%
0.63%
$1.297M
6,268 shares@ 206.93 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Increased 9.38%
0.29%
$1.294M
6,254 shares@ 206.93 avg price
Cassandra Kirby@Braun-bostich & Associates Inc.
Recent Activity
New Position
0.93%
$1.284M
6,204 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
Peter Hoopis@One Wealth Capital Management, Llc
Recent Activity
New Position
0.64%
$1.258M
6,081 shares@ 206.93 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Decreased -0.27%
0.11%
$1.207M
5,833 shares@ 206.92 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Decreased -5.76%
0.17%
$1.198M
5,787 shares@ 206.93 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.13%
$1.188M
5,740 shares@ 206.9 avg price