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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
10,223
shares
|
$2.59 Million
0.38% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
10,214
shares
|
$2.58 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
10,102
shares
|
$2.55 Million
2.31% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
9,947
shares
|
$2.52 Million
1.41% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
9,889
shares
|
$2.5 Million
0.39% of portfolio
|
Q3 2025
Added 104.15%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
9,874
shares
|
$2.5 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,820
shares
|
$2.48 Million
1.32% of portfolio
|
Q4 2024
Added 137.14%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,814
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,775
shares
|
$2.47 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
9,765
shares
|
$2.47 Million
0.56% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
9,688
shares
|
$2.45 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
9,596
shares
|
$2.43 Million
1.39% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
9,392
shares
|
$2.38 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,293
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
9,208
shares
|
$2.33 Million
0.73% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,184
shares
|
$2.32 Million
0.49% of portfolio
|
Q2 2022
Added 18.56%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
9,168
shares
|
$2.32 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
9,157
shares
|
$2.32 Million
0.13% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
9,144
shares
|
$2.31 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
9,096
shares
|
$2.3 Million
2.98% of portfolio
|
Q2 2025
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
9,067
shares
|
$2.29 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Spence Asset Management
|
Oct 14, 2025 Q3 2025 |
9,058
shares
|
$2.29 Million
0.49% of portfolio
|
Q3 2025
Added 246.52%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
9,035
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
9,032
shares
|
$2.28 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
8,842
shares
|
$2.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.14%
|