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 1,016 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
8,038
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,962
shares
|
$1.91 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
7,893
shares
|
$1.89 Million
1.83% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
7,838
shares
|
$1.88 Million
0.56% of portfolio
|
Q2 2025
Added 60.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,823
shares
|
$1.88 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,805
shares
|
$1.87 Million
0.23% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
7,766
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.88%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7,744
shares
|
$1.86 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,735
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
7,727
shares
|
$1.85 Million
0.4% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,627
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
7,528
shares
|
$1.81 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
7,528
shares
|
$1.81 Million
1.74% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7,495
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,420
shares
|
$1.78 Million
0.8% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
7,365
shares
|
$1.77 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
7,363
shares
|
$1.77 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
7,332
shares
|
$1.76 Million
0.66% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
7,307
shares
|
$1.75 Million
0.55% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
7,306
shares
|
$1.75 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
7,288
shares
|
$1.75 Million
0.46% of portfolio
|
Q2 2025
Added 332.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,257
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
7,208
shares
|
$1.73 Million
0.52% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
7,194
shares
|
$1.73 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
7,156
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.68%
|