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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
517,284
shares
|
$131 Million
0.24% of portfolio
|
Q2 2025
Added 27.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
502,479
shares
|
$127 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
492,577
shares
|
$125 Million
0.77% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
474,901
shares
|
$120 Million
0.47% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
456,395
shares
|
$115 Million
0.06% of portfolio
|
Q2 2025
Reduced 49.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
440,080
shares
|
$111 Million
0.19% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
433,871
shares
|
$110 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
431,238
shares
|
$109 Million
19.33% of portfolio
|
Q2 2025
Added 60.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
429,174
shares
|
$109 Million
0.3% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
402,700
shares
|
$102 Million
0.01% of portfolio
|
Q2 2025
Added 39.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
360,382
shares
|
$91.1 Million
0.12% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
359,227
shares
|
$90.8 Million
2.87% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
333,729
shares
|
$84.4 Million
1.37% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
318,438
shares
|
$80.5 Million
11.2% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,147
shares
|
$78.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
301,241
shares
|
$76.2 Million
2.55% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
287,510
shares
|
$72.7 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
268,537
shares
|
$67.9 Million
0.77% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
247,426
shares
|
$62.6 Million
0.04% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
242,492
shares
|
$61.3 Million
6.83% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
227,959
shares
|
$57.6 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
220,966
shares
|
$55.9 Million
0.05% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
219,357
shares
|
$55.5 Million
2.86% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
212,431
shares
|
$53.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
211,106
shares
|
$53.4 Million
9.28% of portfolio
|
Q3 2025
Added 1.39%
|