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 |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
5,702
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
5,689
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,669
shares
|
$1.43 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,632
shares
|
$1.42 Million
0.48% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,630
shares
|
$1.42 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
5,595
shares
|
$1.41 Million
0.27% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
5,538
shares
|
$1.4 Million
0.95% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
5,515
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,474
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
5,369
shares
|
$1.36 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5,266
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,197
shares
|
$1.31 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,166
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
5,108
shares
|
$1.29 Million
0.5% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,055
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,045
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
4,944
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,920
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2025
Added 224.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,918
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 45.85%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,898
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
4,766
shares
|
$1.21 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
4,751
shares
|
$1.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
4,731
shares
|
$1.2 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
4,729
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,715
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.1%
|