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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,705
shares
|
$936,957
0.0% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,696
shares
|
$934,681
0.04% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,695
shares
|
$934,428
0.34% of portfolio
|
Q4 2022
Reduced 21.73%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
3,687
shares
|
$932,405
0.25% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
3,686
shares
|
$932,152
0.17% of portfolio
|
Q3 2025
Added 324.17%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,680
shares
|
$930,635
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
3,680
shares
|
$930,635
0.0% of portfolio
|
Q2 2025
Reduced 90.61%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
3,648
shares
|
$922,542
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,645
shares
|
$921,784
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
3,644
shares
|
$921,531
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,642
shares
|
$921,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,630
shares
|
$917,990
0.15% of portfolio
|
Q2 2025
Added 476.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,599
shares
|
$910,151
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,565
shares
|
$901,552
0.03% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
3,552
shares
|
$898,265
0.12% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,547
shares
|
$897,000
0.01% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
3,538
shares
|
$894,724
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,519
shares
|
$889,919
0.27% of portfolio
|
Q2 2025
Added 29.33%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,514
shares
|
$888,655
0.07% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,507
shares
|
$886,885
0.23% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,492
shares
|
$883,091
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,468
shares
|
$877,022
0.16% of portfolio
|
Q3 2024
Added 68.27%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
3,434
shares
|
$868,424
0.2% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,431
shares
|
$867,665
0.03% of portfolio
|
Q2 2025
Added 135.48%
|