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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,424
shares
|
$581,905
0.09% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
2,404
shares
|
$577,104
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
2,400
shares
|
$576,144
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,380
shares
|
$571,342
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
|
$571,102
0.35% of portfolio
|
Q4 2024
Added 53.19%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
2,368
shares
|
$568,462
0.25% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,357
shares
|
$565,821
0.04% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,337
shares
|
$561,020
0.1% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
2,334
shares
|
$560,300
0.31% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,321
shares
|
$557,179
0.2% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
2,318
shares
|
$556,459
0.0% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,317
shares
|
$556,219
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
2,315
shares
|
$555,738
0.3% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
2,307
shares
|
$553,818
0.24% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
2,298
shares
|
$551,657
0.42% of portfolio
|
Q4 2024
Added 25433.33%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,279
shares
|
$547,096
0.0% of portfolio
|
Q1 2025
Added 576.26%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,245
shares
|
$538,934
0.07% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
2,243
shares
|
$538,454
0.22% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,241
shares
|
$537,974
0.0% of portfolio
|
Q1 2025
Reduced 88.09%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
2,241
shares
|
$537,974
0.18% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,234
shares
|
$536,294
0.0% of portfolio
|
Q1 2025
Added 54.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
2,227
shares
|
$534,613
0.01% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,220
shares
|
$532,933
0.01% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
2,220
shares
|
$532,933
0.0% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,211
shares
|
$530,772
0.03% of portfolio
|
Q1 2025
Added 184.19%
|