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 1,080 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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,663
shares
|
$673,446
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,634
shares
|
$666,112
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,602
shares
|
$658,019
0.12% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
2,566
shares
|
$648,915
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,555
shares
|
$646,133
0.02% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,555
shares
|
$646,133
0.06% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
2,544
shares
|
$643,352
0.28% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,540
shares
|
$642,340
0.1% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,522
shares
|
$637,788
0.22% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,520
shares
|
$637,282
0.04% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
2,507
shares
|
$633,995
0.25% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,500
shares
|
$632,225
0.12% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,494
shares
|
$630,707
0.17% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,489
shares
|
$629,443
0.0% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,470
shares
|
$624,638
0.1% of portfolio
|
Q4 2022
Reduced 1.98%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,456
shares
|
$621,097
0.35% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
2,448
shares
|
$619,074
0.48% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
2,436
shares
|
$616,040
0.23% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,426
shares
|
$613,511
0.17% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,424
shares
|
$613,005
0.09% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
2,409
shares
|
$609,212
0.27% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,404
shares
|
$607,947
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
2,400
shares
|
$606,936
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,389
shares
|
$604,154
0.01% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,379
shares
|
$601,625
0.35% of portfolio
|
Q4 2024
Added 53.19%
|