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 $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
502,713
shares
|
$116 Million
0.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
501,597
shares
|
$115 Million
0.02% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
436,580
shares
|
$100 Million
0.25% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
425,986
shares
|
$98 Million
0.17% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
371,614
shares
|
$85.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
366,930
shares
|
$84.4 Million
1.45% of portfolio
|
Q1 2025
Added 63.06%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
May 14, 2025 Q1 2025 |
358,499
shares
|
$82.5 Million
2.46% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
355,082
shares
|
$81.7 Million
0.1% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
323,952
shares
|
$74.5 Million
0.16% of portfolio
|
Q1 2025
Added 32.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,147
shares
|
$71.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
299,088
shares
|
$68.8 Million
2.35% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
296,646
shares
|
$68.3 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
296,479
shares
|
$68.2 Million
10.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
288,246
shares
|
$66.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 74.65%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
269,052
shares
|
$61.9 Million
11.12% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
244,641
shares
|
$56.3 Million
0.04% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
221,605
shares
|
$51 Million
2.64% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
214,996
shares
|
$49.5 Million
0.27% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
205,768
shares
|
$47.4 Million
8.32% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
205,090
shares
|
$47.2 Million
5.77% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
204,484
shares
|
$47.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
203,095
shares
|
$46.7 Million
1.42% of portfolio
|
Q1 2025
Reduced 23.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
192,693
shares
|
$44.3 Million
0.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
189,799
shares
|
$43.7 Million
1.63% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
179,935
shares
|
$41.4 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.88%
|