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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,241
shares
|
$515,698
0.0% of portfolio
|
Q1 2025
Reduced 88.09%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,234
shares
|
$514,088
0.0% of portfolio
|
Q1 2025
Added 54.18%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
2,230
shares
|
$513,167
0.23% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
2,227
shares
|
$512,477
0.01% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
2,223
shares
|
$511,556
0.16% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,220
shares
|
$510,866
0.01% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
2,220
shares
|
$510,866
0.0% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
2,218
shares
|
$510,406
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,211
shares
|
$508,795
0.03% of portfolio
|
Q1 2025
Added 184.19%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
2,211
shares
|
$508,795
0.05% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,207
shares
|
$507,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
2,205
shares
|
$507,414
0.02% of portfolio
|
Q4 2021
Added 0.27%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
2,166
shares
|
$498,439
0.22% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$491,536
0.26% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,122
shares
|
$488,314
0.0% of portfolio
|
Q2 2023
Reduced 10.05%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,120
shares
|
$487,854
0.0% of portfolio
|
Q1 2025
Added 69.33%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
2,113
shares
|
$486,243
0.04% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
2,101
shares
|
$483,482
0.08% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
2,099
shares
|
$483,021
0.19% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,094
shares
|
$481,871
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,091
shares
|
$481,180
0.02% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,088
shares
|
$480,490
0.13% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,087
shares
|
$480,260
0.02% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
2,077
shares
|
$477,959
0.16% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,072
shares
|
$476,808
0.07% of portfolio
|
Q1 2025
New holding
|