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 |
|---|---|---|---|---|---|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
4,700
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
4,693
shares
|
$1.19 Million
0.29% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,683
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
4,662
shares
|
$1.18 Million
0.25% of portfolio
|
Q2 2025
Added 1173.77%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,661
shares
|
$1.18 Million
0.24% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,620
shares
|
$1.17 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
4,614
shares
|
$1.17 Million
0.4% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,578
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Added 50.44%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
4,518
shares
|
$1.14 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
4,462
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
4,428
shares
|
$1.12 Million
0.52% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
4,395
shares
|
$1.11 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,362
shares
|
$1.1 Million
0.47% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,297
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,261
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Added 25.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
4,219
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
4,207
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 47.66%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
4,197
shares
|
$1.06 Million
0.92% of portfolio
|
Q2 2025
Added 16.91%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,184
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,170
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,112
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 44.28%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,068
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,065
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,060
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Added 407.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,036
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2025
Added 0.9%
|