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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,043
shares
|
$730,502
0.15% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,032
shares
|
$727,861
0.39% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,024
shares
|
$725,941
0.25% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,014
shares
|
$723,540
0.11% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,005
shares
|
$721,380
0.03% of portfolio
|
Q2 2025
Reduced 63.5%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,979
shares
|
$715,138
0.14% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,940
shares
|
$705,776
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,920
shares
|
$700,975
0.08% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,913
shares
|
$699,294
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,894
shares
|
$694,733
0.12% of portfolio
|
Q2 2025
Added 100.42%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,893
shares
|
$694,493
0.19% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
2,864
shares
|
$687,531
0.25% of portfolio
|
Q1 2025
Reduced 93.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,850
shares
|
$684,171
0.02% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,840
shares
|
$681,770
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,839
shares
|
$681,530
0.0% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
2,830
shares
|
$679,369
0.31% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,813
shares
|
$675,288
0.05% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,808
shares
|
$674,088
0.05% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,788
shares
|
$669,287
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,767
shares
|
$664,246
0.04% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
2,764
shares
|
$663,525
0.59% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
2,725
shares
|
$654,163
0.5% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,714
shares
|
$651,522
0.02% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,705
shares
|
$649,362
0.01% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,690
shares
|
$645,761
0.06% of portfolio
|
Q2 2022
Reduced 27.1%
|