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 |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,070
shares
|
$476,348
0.36% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,064
shares
|
$474,967
0.02% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
2,060
shares
|
$474,047
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
2,048
shares
|
$471,285
0.05% of portfolio
|
Q3 2023
Reduced 23.58%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
2,036
shares
|
$468,524
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
2,033
shares
|
$467,833
0.39% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
2,023
shares
|
$465,532
0.07% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,006
shares
|
$461,620
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,974
shares
|
$454,256
0.04% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
1,969
shares
|
$453,106
0.16% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,955
shares
|
$449,884
0.02% of portfolio
|
Q3 2023
Added 7.48%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
1,949
shares
|
$448,503
0.16% of portfolio
|
Q1 2025
Reduced 17.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
1,947
shares
|
$448,043
0.05% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
1,946
shares
|
$447,813
0.24% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
1,935
shares
|
$445,282
0.05% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
1,931
shares
|
$444,361
0.22% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,928
shares
|
$443,671
0.03% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
1,922
shares
|
$442,290
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,907
shares
|
$438,838
0.01% of portfolio
|
Q1 2025
Added 1516.1%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
1,895
shares
|
$436,077
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,889
shares
|
$434,696
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,888
shares
|
$434,466
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,878
shares
|
$432,165
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
1,876
shares
|
$431,705
0.31% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
1,860
shares
|
$428,023
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|