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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
19,373
shares
|
$4.9 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
19,348
shares
|
$4.89 Million
0.79% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
19,274
shares
|
$4.87 Million
2.22% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
19,264
shares
|
$4.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
19,211
shares
|
$4.86 Million
3.04% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
18,894
shares
|
$4.78 Million
0.1% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18,853
shares
|
$4.77 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
18,630
shares
|
$4.71 Million
3.45% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18,613
shares
|
$4.71 Million
0.02% of portfolio
|
Q2 2025
Added 88.35%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,501
shares
|
$4.68 Million
3.96% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
18,476
shares
|
$4.67 Million
0.53% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,451
shares
|
$4.67 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
18,260
shares
|
$4.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
17,914
shares
|
$4.53 Million
0.08% of portfolio
|
Q2 2025
Added 94.4%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,703
shares
|
$4.48 Million
0.03% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
17,619
shares
|
$4.46 Million
0.77% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,453
shares
|
$4.41 Million
0.23% of portfolio
|
Q2 2025
Added 61.84%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
17,383
shares
|
$4.4 Million
0.96% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
17,259
shares
|
$4.36 Million
1.29% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,105
shares
|
$4.33 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
16,903
shares
|
$4.27 Million
5.23% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
16,732
shares
|
$4.23 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16,724
shares
|
$4.23 Million
0.32% of portfolio
|
Q3 2022
Added 3.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
16,572
shares
|
$4.19 Million
0.5% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
16,512
shares
|
$4.18 Million
1.07% of portfolio
|
Q2 2025
Added 2.55%
|