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 990 institutions that hold shares in the stock, with a total of 76.1 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
4,835
shares
|
$1.11 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
4,816
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 157.82%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,812
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
4,801
shares
|
$1.11 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
4,781
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,770
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 29.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,674
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
4,661
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
4,652
shares
|
$1.07 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
4,641
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,635
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,620
shares
|
$1.07 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
4,579
shares
|
$1.06 Million
0.88% of portfolio
|
Q1 2025
Added 58.99%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
4,530
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
4,518
shares
|
$1.04 Million
0.77% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,427
shares
|
$1.02 Million
0.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
4,426
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,401
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,374
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 107.59%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,351
shares
|
$1 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
4,223
shares
|
$973,739
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
4,118
shares
|
$949,528
0.34% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,060
shares
|
$936,154
0.01% of portfolio
|
Q2 2024
Added 407.5%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
4,030
shares
|
$929,237
0.1% of portfolio
|
Q1 2025
Reduced 59.02%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
4,020
shares
|
$926,931
0.23% of portfolio
|
Q1 2025
Reduced 3.71%
|