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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
3,430
shares
|
$867,412
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,378
shares
|
$854,262
0.39% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
3,374
shares
|
$853,250
0.66% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
3,342
shares
|
$845,158
0.06% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
3,330
shares
|
$842,123
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,327
shares
|
$841,365
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,305
shares
|
$835,801
0.0% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
3,294
shares
|
$833,019
0.22% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,266
shares
|
$825,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,247
shares
|
$821,133
0.39% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,231
shares
|
$817,087
0.32% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
3,220
shares
|
$814,305
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
3,207
shares
|
$811,018
0.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,189
shares
|
$806,466
0.58% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
3,180
shares
|
$804,190
0.18% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$796,097
0.17% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,147
shares
|
$795,844
0.06% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,146
shares
|
$795,591
0.18% of portfolio
|
Q2 2025
Added 898.73%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3,132
shares
|
$792,051
0.07% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
3,118
shares
|
$788,511
0.28% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,107
shares
|
$785,729
0.07% of portfolio
|
Q3 2025
Reduced 68.05%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,083
shares
|
$779,659
0.06% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,054
shares
|
$772,326
0.02% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
3,051
shares
|
$771,567
0.18% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,028
shares
|
$765,750
0.02% of portfolio
|
Q2 2025
Added 80.13%
|