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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
2,346
shares
|
$593,279
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,343
shares
|
$592,521
0.04% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,338
shares
|
$591,256
0.01% of portfolio
|
Q2 2025
Added 88.09%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,321
shares
|
$586,957
0.19% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
2,315
shares
|
$585,440
0.3% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
2,307
shares
|
$583,417
0.24% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
2,300
shares
|
$581,647
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
2,257
shares
|
$570,772
0.17% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
2,240
shares
|
$566,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,227
shares
|
$563,186
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,224
shares
|
$562,427
0.02% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
2,215
shares
|
$560,151
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
2,210
shares
|
$558,886
0.19% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
2,205
shares
|
$557,622
0.02% of portfolio
|
Q4 2021
Added 0.27%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
2,172
shares
|
$549,277
0.29% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,163
shares
|
$547,001
0.0% of portfolio
|
Q2 2025
Added 46.35%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$540,173
0.26% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,132
shares
|
$539,161
0.07% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,122
shares
|
$536,632
0.0% of portfolio
|
Q2 2023
Reduced 10.05%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
2,099
shares
|
$530,816
0.09% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
2,087
shares
|
$527,781
0.02% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
2,060
shares
|
$520,953
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,055
shares
|
$519,688
0.35% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
2,041
shares
|
$516,148
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,029
shares
|
$513,113
0.39% of portfolio
|
Q2 2025
Added 46.18%
|