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 |
|---|---|---|---|---|---|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,634
shares
|
$632,318
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
2,614
shares
|
$627,516
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,601
shares
|
$624,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
2,588
shares
|
$621,275
0.04% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,585
shares
|
$620,555
0.0% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,579
shares
|
$619,114
0.02% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,568
shares
|
$616,474
0.3% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,557
shares
|
$613,833
0.02% of portfolio
|
Q1 2025
Added 74.06%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,555
shares
|
$613,353
0.02% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,555
shares
|
$613,353
0.19% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,540
shares
|
$609,752
0.09% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
2,524
shares
|
$605,911
0.03% of portfolio
|
Q1 2025
Added 119.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,522
shares
|
$605,431
0.21% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,520
shares
|
$604,951
0.04% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,511
shares
|
$602,790
0.27% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,508
shares
|
$602,070
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,500
shares
|
$600,150
0.12% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,497
shares
|
$599,429
0.04% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,494
shares
|
$598,709
0.17% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,470
shares
|
$592,948
0.1% of portfolio
|
Q4 2022
Reduced 1.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,466
shares
|
$591,987
0.25% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
2,450
shares
|
$588,147
0.37% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
2,443
shares
|
$586,466
0.47% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,438
shares
|
$585,266
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,426
shares
|
$582,385
0.17% of portfolio
|
Q1 2024
Added 0.37%
|