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 989 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
12,729
shares
|
$2.95 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
12,521
shares
|
$2.9 Million
1.32% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
12,447
shares
|
$2.88 Million
0.11% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
12,307
shares
|
$2.85 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
12,268
shares
|
$2.84 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
12,056
shares
|
$2.79 Million
1.81% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,011
shares
|
$2.78 Million
0.17% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,891
shares
|
$2.75 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
11,873
shares
|
$2.75 Million
1.29% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,748
shares
|
$2.72 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,648
shares
|
$2.7 Million
0.06% of portfolio
|
Q1 2025
Added 886.28%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,644
shares
|
$2.7 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
11,616
shares
|
$2.69 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
11,605
shares
|
$2.69 Million
0.09% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
11,593
shares
|
$2.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
11,455
shares
|
$2.65 Million
0.08% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
11,307
shares
|
$2.62 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
11,273
shares
|
$2.61 Million
0.22% of portfolio
|
Q1 2025
Reduced 79.25%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
11,247
shares
|
$2.6 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,213
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,069
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
10,879
shares
|
$2.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,857
shares
|
$2.51 Million
2.21% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
10,820
shares
|
$2.51 Million
0.21% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,784
shares
|
$2.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 50.96%
|