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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,511
shares
|
$4.18 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
16,339
shares
|
$4.13 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
16,329
shares
|
$4.13 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,231
shares
|
$4.1 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
16,161
shares
|
$4.09 Million
1.91% of portfolio
|
Q2 2025
Added 390.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,147
shares
|
$4.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
16,112
shares
|
$4.07 Million
0.84% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
15,999
shares
|
$4.05 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
15,927
shares
|
$4.03 Million
3.35% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
15,925
shares
|
$4.03 Million
2.68% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
15,603
shares
|
$3.95 Million
3.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
15,563
shares
|
$3.94 Million
1.15% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,443
shares
|
$3.91 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
15,184
shares
|
$3.84 Million
0.03% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,123
shares
|
$3.82 Million
0.1% of portfolio
|
Q3 2025
Reduced 17.43%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
15,026
shares
|
$3.8 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
14,871
shares
|
$3.76 Million
2.95% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
14,657
shares
|
$3.71 Million
3.08% of portfolio
|
Q3 2025
Reduced 18.28%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
14,652
shares
|
$3.71 Million
1.93% of portfolio
|
Q2 2025
Added 94.63%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,584
shares
|
$3.69 Million
0.07% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,460
shares
|
$3.66 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
14,226
shares
|
$3.6 Million
0.24% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
14,200
shares
|
$3.59 Million
0.21% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
13,877
shares
|
$3.51 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
13,752
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 85.57%
|