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 |
|---|---|---|---|---|---|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
7,727
shares
|
$1.79 Million
0.4% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
7,675
shares
|
$1.78 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,627
shares
|
$1.77 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
|
$1.74 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
7,528
shares
|
$1.74 Million
1.74% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,420
shares
|
$1.72 Million
0.8% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
7,402
shares
|
$1.71 Million
0.86% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
7,365
shares
|
$1.71 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
7,363
shares
|
$1.7 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
|
$1.7 Million
0.66% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
7,307
shares
|
$1.69 Million
0.55% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,257
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
7,205
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
7,194
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,126
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
7,110
shares
|
$1.65 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,032
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,998
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,977
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,901
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
6,704
shares
|
$1.55 Million
0.78% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,693
shares
|
$1.55 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
6,654
shares
|
$1.54 Million
0.3% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
6,616
shares
|
$1.53 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,536
shares
|
$1.51 Million
0.74% of portfolio
|
Q3 2024
New holding
|