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 1,016 institutions that hold shares in the stock, with a total of 67.8 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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
506,044
shares
|
$121 Million
0.43% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
502,713
shares
|
$121 Million
0.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
501,597
shares
|
$120 Million
0.02% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
457,403
shares
|
$110 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
433,871
shares
|
$104 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
425,986
shares
|
$102 Million
0.17% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
371,614
shares
|
$89.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
366,930
shares
|
$88.1 Million
1.45% of portfolio
|
Q1 2025
Added 63.06%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
May 14, 2025 Q1 2025 |
358,499
shares
|
$86.1 Million
2.46% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
355,082
shares
|
$85.2 Million
0.1% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
323,952
shares
|
$77.8 Million
0.16% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
314,016
shares
|
$75.4 Million
11.29% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,147
shares
|
$74.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
299,034
shares
|
$71.8 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
296,646
shares
|
$71.2 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
288,246
shares
|
$69.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 74.65%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
269,052
shares
|
$64.6 Million
11.12% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
244,641
shares
|
$58.7 Million
0.04% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
221,605
shares
|
$53.2 Million
2.64% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
220,864
shares
|
$53 Million
6.55% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
214,996
shares
|
$51.6 Million
0.27% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
208,216
shares
|
$50 Million
9.11% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
204,484
shares
|
$49.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
192,693
shares
|
$46.3 Million
0.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
175,869
shares
|
$42.2 Million
3.44% of portfolio
|
Q2 2025
Reduced 2.26%
|