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 964 institutions that hold shares in the stock, with a total of 67.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
8,431
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
8,404
shares
|
$1.68 Million
1.54% of portfolio
|
Q1 2025
Added 519.76%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,339
shares
|
$1.67 Million
0.59% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,299
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
8,148
shares
|
$1.63 Million
1.2% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
8,109
shares
|
$1.62 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
7,977
shares
|
$1.6 Million
0.48% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,962
shares
|
$1.6 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
7,937
shares
|
$1.59 Million
0.29% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
7,853
shares
|
$1.57 Million
0.3% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
7,833
shares
|
$1.57 Million
0.31% of portfolio
|
Q4 2024
Added 179.75%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
7,793
shares
|
$1.56 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
7,775
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7,744
shares
|
$1.55 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,627
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
7,560
shares
|
$1.51 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
7,533
shares
|
$1.51 Million
1.65% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
7,528
shares
|
$1.51 Million
1.74% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
7,498
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,414
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,384
shares
|
$1.48 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
7,332
shares
|
$1.47 Million
0.66% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,257
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
7,250
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 171.33%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
7,235
shares
|
$1.45 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.05%
|