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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
6,704
shares
|
$1.7 Million
0.77% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,683
shares
|
$1.69 Million
0.33% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
6,619
shares
|
$1.67 Million
0.94% of portfolio
|
Q2 2025
Added 32.78%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
6,552
shares
|
$1.66 Million
1.14% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
6,416
shares
|
$1.62 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,383
shares
|
$1.61 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,345
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,269
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
6,268
shares
|
$1.59 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
6,268
shares
|
$1.59 Million
0.76% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,203
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,191
shares
|
$1.57 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
6,191
shares
|
$1.57 Million
0.14% of portfolio
|
Q2 2025
Added 36.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,151
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
6,095
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,086
shares
|
$1.54 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
6,074
shares
|
$1.54 Million
0.28% of portfolio
|
Q2 2025
Reduced 72.68%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
6,073
shares
|
$1.54 Million
0.39% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,067
shares
|
$1.53 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
5,940
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,930
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
5,839
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
5,764
shares
|
$1.46 Million
0.34% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,761
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,738
shares
|
$1.45 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.66%
|