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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
3,028
shares
|
$765,750
0.43% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,008
shares
|
$760,693
0.34% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,002
shares
|
$759,175
0.1% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
2,942
shares
|
$744,002
0.15% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,880
shares
|
$728,323
0.0% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,840
shares
|
$718,207
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,812
shares
|
$711,126
0.05% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
2,810
shares
|
$710,620
0.03% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,808
shares
|
$710,115
0.05% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,788
shares
|
$705,057
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
2,788
shares
|
$705,057
0.4% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,785
shares
|
$704,298
0.0% of portfolio
|
Q2 2025
Added 67.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,777
shares
|
$702,275
0.03% of portfolio
|
Q2 2025
Added 34.54%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,772
shares
|
$701,011
0.17% of portfolio
|
Q3 2025
Added 57.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,769
shares
|
$700,252
0.06% of portfolio
|
Q2 2025
Reduced 81.14%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
2,764
shares
|
$698,987
0.59% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
2,759
shares
|
$697,723
0.4% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
2,746
shares
|
$694,435
0.08% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,745
shares
|
$694,183
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
2,738
shares
|
$692,412
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
2,726
shares
|
$689,378
0.52% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
2,725
shares
|
$689,125
0.04% of portfolio
|
Q2 2025
Added 49.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,678
shares
|
$677,239
0.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,664
shares
|
$673,698
0.19% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,663
shares
|
$673,446
0.12% of portfolio
|
Q2 2025
New holding
|