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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
2,466
shares
|
$567,475
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
2,443
shares
|
$562,183
0.47% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,438
shares
|
$561,032
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,437
shares
|
$560,802
0.11% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
2,427
shares
|
$558,501
0.23% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,426
shares
|
$558,271
0.01% of portfolio
|
Q1 2025
Added 57.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,426
shares
|
$558,271
0.17% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
2,410
shares
|
$554,589
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
2,404
shares
|
$553,208
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
2,400
shares
|
$552,288
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,393
shares
|
$550,677
0.27% of portfolio
|
Q1 2025
Reduced 52.3%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,380
shares
|
$547,685
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,379
shares
|
$547,455
0.35% of portfolio
|
Q4 2024
Added 53.19%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
2,339
shares
|
$538,250
0.29% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,337
shares
|
$537,790
0.1% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
2,334
shares
|
$537,100
0.31% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,321
shares
|
$534,108
0.2% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
2,318
shares
|
$533,418
0.0% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,317
shares
|
$533,188
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
2,317
shares
|
$533,188
0.24% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
2,298
shares
|
$528,815
0.42% of portfolio
|
Q4 2024
Added 25433.33%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,282
shares
|
$525,133
0.01% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,279
shares
|
$524,443
0.0% of portfolio
|
Q1 2025
Added 576.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,272
shares
|
$522,832
0.01% of portfolio
|
Q1 2025
Reduced 90.35%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
2,243
shares
|
$516,159
0.22% of portfolio
|
Q1 2025
Reduced 2.01%
|