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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
3,644
shares
|
$843,731
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,642
shares
|
$843,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
3,624
shares
|
$839,100
0.62% of portfolio
|
Q1 2025
Added 209.74%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
3,596
shares
|
$832,617
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,594
shares
|
$832,154
0.1% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,590
shares
|
$831,228
0.74% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
3,575
shares
|
$827,755
0.04% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
3,572
shares
|
$827,060
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
3,526
shares
|
$816,410
0.19% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
3,500
shares
|
$810,390
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,477
shares
|
$805,064
0.35% of portfolio
|
Q1 2025
Added 165.62%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,468
shares
|
$802,980
0.16% of portfolio
|
Q3 2024
Added 68.27%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
3,448
shares
|
$798,349
0.37% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,406
shares
|
$788,625
0.36% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,392
shares
|
$785,383
0.2% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,391
shares
|
$785,152
0.04% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
3,377
shares
|
$781,910
0.18% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,374
shares
|
$781,215
0.06% of portfolio
|
Q1 2025
Added 168600.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,372
shares
|
$780,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
3,362
shares
|
$778,437
0.01% of portfolio
|
Q1 2025
Added 28.91%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
3,344
shares
|
$774,269
0.33% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,327
shares
|
$770,333
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
3,298
shares
|
$763,618
0.4% of portfolio
|
Q3 2024
Reduced 79.59%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,232
shares
|
$748,337
0.12% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
3,221
shares
|
$745,790
0.32% of portfolio
|
Q1 2025
Added 59.93%
|