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 1,030 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 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
|
$3.05 Billion
0.93% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,423,029
shares
|
$1.79 Billion
3.49% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,929,874
shares
|
$706 Million
0.23% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$577 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,224,734
shares
|
$536 Million
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,960,110
shares
|
$473 Million
0.16% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,855,684
shares
|
$447 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
|
$363 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,210,478
shares
|
$292 Million
3.5% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
1,206,090
shares
|
$291 Million
1.54% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,071,106
shares
|
$258 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,062,702
shares
|
$256 Million
0.06% of portfolio
|
Q1 2025
Added 21.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,060,380
shares
|
$256 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.63%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,031,275
shares
|
$249 Million
5.67% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,018,853
shares
|
$246 Million
0.44% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
916,637
shares
|
$221 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
901,342
shares
|
$217 Million
0.1% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
899,569
shares
|
$217 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
840,493
shares
|
$203 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
781,068
shares
|
$188 Million
0.03% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
752,698
shares
|
$181 Million
0.26% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
704,551
shares
|
$170 Million
0.03% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
659,781
shares
|
$159 Million
4.04% of portfolio
|
Q2 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$147 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
502,713
shares
|
$121 Million
0.05% of portfolio
|
Q1 2025
Added 1.11%
|