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 1,019 institutions that hold shares in the stock, with a total of 67.7 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 |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
3,852
shares
|
$924,711
0.23% of portfolio
|
Q2 2025
Added 59.83%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
3,851
shares
|
$924,471
0.18% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,848
shares
|
$923,750
0.61% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,838
shares
|
$921,350
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,797
shares
|
$911,507
0.08% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
3,789
shares
|
$909,587
0.3% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
3,763
shares
|
$903,345
0.33% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,761
shares
|
$902,865
0.09% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
3,710
shares
|
$890,622
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$889,902
0.01% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,695
shares
|
$887,021
0.34% of portfolio
|
Q4 2022
Reduced 21.73%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,680
shares
|
$883,420
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
3,679
shares
|
$883,180
0.26% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,654
shares
|
$877,179
0.03% of portfolio
|
Q1 2025
Added 84.73%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,652
shares
|
$876,699
0.49% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,645
shares
|
$875,018
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
3,644
shares
|
$874,778
0.41% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
3,644
shares
|
$874,778
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,642
shares
|
$874,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
3,624
shares
|
$869,977
0.62% of portfolio
|
Q1 2025
Added 209.74%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,590
shares
|
$861,815
0.74% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
3,572
shares
|
$857,494
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
3,552
shares
|
$852,693
0.12% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,543
shares
|
$850,532
0.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,519
shares
|
$844,771
0.27% of portfolio
|
Q2 2025
Added 29.33%
|