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 |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,214
shares
|
$739,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,208
shares
|
$738,224
0.06% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,189
shares
|
$733,852
0.01% of portfolio
|
Q1 2025
Added 63.54%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
3,182
shares
|
$732,241
0.16% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
3,157
shares
|
$726,488
0.51% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
3,152
shares
|
$725,338
0.02% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$724,417
0.17% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,066
shares
|
$705,547
0.14% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
3,065
shares
|
$705,317
0.41% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
3,058
shares
|
$703,706
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
3,033
shares
|
$697,953
0.18% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
3,033
shares
|
$697,953
0.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,032
shares
|
$697,723
0.39% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,024
shares
|
$695,882
0.25% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,979
shares
|
$685,527
0.14% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
2,967
shares
|
$682,766
0.28% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,940
shares
|
$676,552
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,920
shares
|
$671,950
0.08% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,913
shares
|
$670,339
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
2,907
shares
|
$668,958
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
2,864
shares
|
$659,063
0.25% of portfolio
|
Q1 2025
Reduced 93.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,850
shares
|
$655,842
0.02% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
2,846
shares
|
$654,921
0.52% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,839
shares
|
$653,310
0.0% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
2,835
shares
|
$652,390
0.2% of portfolio
|
Q1 2025
Added 0.21%
|