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 1,019 institutions that hold shares in the stock, with a total of 67.7 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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,126
shares
|
$1.71 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
7,110
shares
|
$1.71 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
7,085
shares
|
$1.7 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,077
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,032
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,998
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,977
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
6,874
shares
|
$1.65 Million
0.32% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
6,704
shares
|
$1.61 Million
0.78% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,693
shares
|
$1.61 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,683
shares
|
$1.6 Million
0.33% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
6,619
shares
|
$1.59 Million
0.94% of portfolio
|
Q2 2025
Added 32.78%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
6,552
shares
|
$1.57 Million
1.14% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,536
shares
|
$1.57 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
6,533
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,509
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
6,507
shares
|
$1.56 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,382
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,344
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,300
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 31.25%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,244
shares
|
$1.5 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
6,206
shares
|
$1.49 Million
0.98% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,203
shares
|
$1.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
6,166
shares
|
$1.48 Million
0.41% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,090
shares
|
$1.46 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.57%
|