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 |
|---|---|---|---|---|---|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
13,689
shares
|
$3.46 Million
1.53% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
13,498
shares
|
$3.41 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
13,455
shares
|
$3.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,281
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2023
Reduced 31.51%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,263
shares
|
$3.35 Million
1.43% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,183
shares
|
$3.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,942
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Added 37.37%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
12,712
shares
|
$3.21 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
12,566
shares
|
$3.18 Million
0.34% of portfolio
|
Q3 2025
Added 753.09%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
12,405
shares
|
$3.14 Million
0.87% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
12,365
shares
|
$3.13 Million
0.4% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,363
shares
|
$3.13 Million
0.04% of portfolio
|
Q2 2025
Added 52.82%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
12,301
shares
|
$3.11 Million
1.17% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
12,101
shares
|
$3.06 Million
0.1% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,050
shares
|
$3.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
11,947
shares
|
$3.02 Million
0.36% of portfolio
|
Q3 2025
Added 48.02%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,891
shares
|
$3.01 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,791
shares
|
$2.98 Million
0.12% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
11,767
shares
|
$2.98 Million
0.32% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
11,744
shares
|
$2.97 Million
0.69% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,743
shares
|
$2.97 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,732
shares
|
$2.97 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
11,692
shares
|
$2.96 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,679
shares
|
$2.95 Million
0.39% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,644
shares
|
$2.94 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.66%
|