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Ishares Tr Msci Usa Momentum Factor shares owned by Caprock

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Caprock from 13F filings

Historical chart of Caprock investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Caprock consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Caprock

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 14k 250.31
2025-09-30 $3.3M 14k 243.73
2025-03-31 $1.9M 9.3k 202.13
2024-12-31 $2.3M 11k 206.92

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Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
CI Private Wealth
BlackRock
Assetmark
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
CWM
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor