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 |
|---|---|---|---|---|---|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
7,478
shares
|
$1.89 Million
2.04% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
7,456
shares
|
$1.89 Million
0.34% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
7,440
shares
|
$1.88 Million
0.36% of portfolio
|
Q3 2025
Added 105.41%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,340
shares
|
$1.86 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
7,337
shares
|
$1.86 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
7,330
shares
|
$1.85 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,329
shares
|
$1.85 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,312
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
7,309
shares
|
$1.85 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
7,307
shares
|
$1.85 Million
0.61% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,300
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
7,288
shares
|
$1.84 Million
0.46% of portfolio
|
Q2 2025
Added 332.52%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,281
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
7,278
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Added 58.46%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,231
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
7,156
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
7,136
shares
|
$1.8 Million
0.48% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
7,090
shares
|
$1.79 Million
0.46% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,086
shares
|
$1.79 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
7,085
shares
|
$1.79 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
7,018
shares
|
$1.77 Million
0.75% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,977
shares
|
$1.76 Million
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,946
shares
|
$1.76 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,895
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
6,724
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 42.06%
|