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 |
|---|---|---|---|---|---|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
4,016
shares
|
$1.02 Million
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,976
shares
|
$1.01 Million
0.24% of portfolio
|
Q2 2020
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,961
shares
|
$1 Million
0.08% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,927
shares
|
$993,099
0.01% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
3,924
shares
|
$992,340
0.41% of portfolio
|
Q3 2025
Added 38.66%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
3,917
shares
|
$990,570
0.27% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,912
shares
|
$989,305
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,897
shares
|
$985,512
0.05% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,890
shares
|
$983,742
0.12% of portfolio
|
Q2 2023
Reduced 11.39%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
3,869
shares
|
$978,431
0.65% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
3,852
shares
|
$974,132
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
3,852
shares
|
$974,132
0.23% of portfolio
|
Q2 2025
Added 59.83%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,838
shares
|
$970,591
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
3,825
shares
|
$967,304
0.46% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,820
shares
|
$966,039
0.17% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
3,813
shares
|
$964,269
0.48% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
3,796
shares
|
$959,970
0.42% of portfolio
|
Q2 2025
Reduced 86.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,791
shares
|
$958,705
0.08% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
3,789
shares
|
$958,200
0.3% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
3,766
shares
|
$952,383
0.38% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
3,761
shares
|
$951,119
0.1% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,758
shares
|
$950,360
0.38% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,758
shares
|
$950,360
0.01% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
3,751
shares
|
$948,590
0.42% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$937,463
0.01% of portfolio
|
Q2 2024
Reduced 15.19%
|