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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,669
shares
|
$1.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,658
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,634
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
5,525
shares
|
$1.28 Million
0.15% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
5,523
shares
|
$1.28 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
5,445
shares
|
$1.26 Million
0.47% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,438
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 67.79%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
5,390
shares
|
$1.25 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
5,388
shares
|
$1.25 Million
0.31% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
5,352
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 144.94%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,303
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
5,300
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,281
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
5,268
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,197
shares
|
$1.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,151
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Added 56.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
5,087
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
5,076
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,044
shares
|
$1.17 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
4,997
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,985
shares
|
$1.15 Million
0.62% of portfolio
|
Q1 2025
Reduced 26.51%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
4,968
shares
|
$1.15 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,953
shares
|
$1.15 Million
0.15% of portfolio
|
Q1 2025
Reduced 50.87%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
4,948
shares
|
$1.15 Million
0.21% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
4,891
shares
|
$1.13 Million
0.32% of portfolio
|
Q1 2025
New holding
|