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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
6,533
shares
|
$1.51 Million
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,509
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
6,443
shares
|
$1.49 Million
0.29% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
6,422
shares
|
$1.49 Million
1.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,382
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,344
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,300
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 31.25%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
6,288
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,244
shares
|
$1.45 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,224
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
6,206
shares
|
$1.44 Million
0.98% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,090
shares
|
$1.41 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
6,082
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
6,067
shares
|
$1.4 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,067
shares
|
$1.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
6,000
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
5,995
shares
|
$1.39 Million
0.41% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
5,982
shares
|
$1.39 Million
1.04% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,952
shares
|
$1.38 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
5,940
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,933
shares
|
$1.37 Million
0.27% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,881
shares
|
$1.36 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,806
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
5,784
shares
|
$1.34 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
5,702
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 10.89%
|