Institutional Ownership Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM). We have compiled data on the 1,078 institutions that hold shares in the stock, with a total of 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,639,702
shares
|
$3.2 Billion
0.93% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
7,583,456
shares
|
$1.92 Billion
3.77% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,942,400
shares
|
$744 Million
0.25% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,521,073
shares
|
$638 Million
0.04% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$605 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,302,103
shares
|
$582 Million
0.2% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,855,684
shares
|
$469 Million
1.07% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,506,471
shares
|
$381 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,231,042
shares
|
$311 Million
0.08% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
1,206,090
shares
|
$305 Million
1.54% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,151,952
shares
|
$291 Million
0.49% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,144,119
shares
|
$289 Million
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,133,565
shares
|
$287 Million
3.34% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,031,275
shares
|
$261 Million
5.67% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,018,853
shares
|
$258 Million
0.44% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
916,637
shares
|
$232 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
911,115
shares
|
$230 Million
0.7% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
868,884
shares
|
$220 Million
0.04% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
840,493
shares
|
$213 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
815,925
shares
|
$206 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
788,870
shares
|
$199 Million
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
664,061
shares
|
$168 Million
4.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$154 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
538,923
shares
|
$136 Million
0.02% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
523,868
shares
|
$132 Million
1.05% of portfolio
|
Q3 2025
Added 14.53%
|