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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
8,634
shares
|
$2.18 Million
1.31% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
8,586
shares
|
$2.17 Million
0.44% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
8,466
shares
|
$2.14 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,433
shares
|
$2.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 38.44%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
8,295
shares
|
$2.1 Million
0.67% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
8,188
shares
|
$2.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
8,182
shares
|
$2.07 Million
0.49% of portfolio
|
Q2 2025
Reduced 63.48%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,119
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
8,034
shares
|
$2.03 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,963
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
7,962
shares
|
$2.01 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
7,954
shares
|
$2.01 Million
0.36% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
7,893
shares
|
$2 Million
1.83% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
7,840
shares
|
$1.98 Million
1.46% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
7,838
shares
|
$1.98 Million
0.56% of portfolio
|
Q2 2025
Added 60.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,823
shares
|
$1.98 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,799
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 251.31%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
7,767
shares
|
$1.96 Million
1.72% of portfolio
|
Q2 2025
Added 1943.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7,744
shares
|
$1.96 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,701
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,674
shares
|
$1.94 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
7,655
shares
|
$1.94 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
7,632
shares
|
$1.93 Million
0.57% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
7,609
shares
|
$1.92 Million
1.28% of portfolio
|
Q2 2025
Added 27.2%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7,495
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Added 8.61%
|