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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
4,020
shares
|
$930,790
0.08% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
4,020
shares
|
$930,790
0.23% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
4,008
shares
|
$928,012
0.28% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
3,989
shares
|
$923,613
0.26% of portfolio
|
Q4 2024
Added 299.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
3,979
shares
|
$921,297
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,976
shares
|
$920,603
0.24% of portfolio
|
Q2 2020
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,937
shares
|
$911,572
0.02% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,931
shares
|
$910,183
0.0% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
3,904
shares
|
$903,932
0.45% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,890
shares
|
$900,690
0.12% of portfolio
|
Q2 2023
Reduced 11.39%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,874
shares
|
$896,985
0.3% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,853
shares
|
$892,123
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
3,852
shares
|
$891,892
0.12% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
3,851
shares
|
$891,660
0.18% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,848
shares
|
$890,965
0.61% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,797
shares
|
$879,157
0.08% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
3,763
shares
|
$871,285
0.33% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,761
shares
|
$870,821
0.09% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
3,710
shares
|
$859,013
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$858,318
0.01% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,695
shares
|
$855,540
0.34% of portfolio
|
Q4 2022
Reduced 21.73%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
3,671
shares
|
$849,983
0.24% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
3,665
shares
|
$848,594
0.42% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,654
shares
|
$846,047
0.03% of portfolio
|
Q1 2025
Added 84.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,645
shares
|
$843,963
0.02% of portfolio
|
Q4 2023
New holding
|