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 1,019 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,620
shares
|
$1.11 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,593
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
4,579
shares
|
$1.1 Million
0.88% of portfolio
|
Q1 2025
Added 58.99%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
4,530
shares
|
$1.09 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
|
$1.08 Million
0.77% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,427
shares
|
$1.06 Million
0.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,401
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,374
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 107.59%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,362
shares
|
$1.05 Million
0.47% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
4,361
shares
|
$1.05 Million
0.47% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,351
shares
|
$1.04 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,261
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Added 25.66%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
4,118
shares
|
$988,567
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
|
$974,643
0.01% of portfolio
|
Q2 2024
Added 407.5%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
4,020
shares
|
$965,041
0.23% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
4,020
shares
|
$965,041
0.08% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
4,016
shares
|
$964,080
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,012
shares
|
$963,120
0.11% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,976
shares
|
$954,478
0.24% of portfolio
|
Q2 2020
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,927
shares
|
$942,715
0.01% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,918
shares
|
$940,555
0.08% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
3,904
shares
|
$937,194
0.45% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,890
shares
|
$933,833
0.12% of portfolio
|
Q2 2023
Reduced 11.39%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,874
shares
|
$929,992
0.3% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,853
shares
|
$924,951
0.06% of portfolio
|
Q1 2025
Added 1.18%
|