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 |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,023
shares
|
$511,596
0.08% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
2,017
shares
|
$510,079
0.17% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
2,015
shares
|
$509,573
0.25% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
2,011
shares
|
$508,561
0.32% of portfolio
|
Q2 2025
Added 67.3%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,006
shares
|
$507,297
0.09% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
1,998
shares
|
$505,274
0.0% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,987
shares
|
$502,492
0.05% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
1,976
shares
|
$499,710
0.06% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,974
shares
|
$499,204
0.04% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
1,968
shares
|
$497,687
0.19% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
1,959
shares
|
$495,411
0.23% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,955
shares
|
$494,399
0.02% of portfolio
|
Q3 2023
Added 7.48%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
1,955
shares
|
$494,399
0.42% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
1,950
shares
|
$493,135
0.18% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
1,946
shares
|
$492,123
0.24% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,938
shares
|
$490,100
0.05% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
1,922
shares
|
$486,054
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
1,920
shares
|
$485,548
0.32% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
1,910
shares
|
$483,019
0.03% of portfolio
|
Q2 2025
Reduced 25.3%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,895
shares
|
$479,226
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,889
shares
|
$477,709
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,879
shares
|
$475,180
0.03% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
1,860
shares
|
$470,375
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
1,852
shares
|
$468,352
0.03% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,851
shares
|
$468,099
0.0% of portfolio
|
Q2 2025
Added 22.18%
|