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 |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,842
shares
|
$465,823
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,838
shares
|
$464,811
0.13% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
1,830
shares
|
$462,788
0.0% of portfolio
|
Q2 2025
Reduced 43.06%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
1,830
shares
|
$462,788
0.19% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,823
shares
|
$461,018
0.03% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
1,822
shares
|
$460,765
0.21% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,805
shares
|
$456,466
0.2% of portfolio
|
Q4 2023
Reduced 13.01%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
1,800
shares
|
$455,202
0.02% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,792
shares
|
$453,178
0.03% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,791
shares
|
$452,925
0.14% of portfolio
|
Q2 2025
Added 16.53%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,789
shares
|
$452,420
0.06% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
1,775
shares
|
$448,879
0.11% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,775
shares
|
$448,879
0.13% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
1,761
shares
|
$445,339
0.04% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
1,753
shares
|
$443,316
0.0% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
1,729
shares
|
$437,246
0.3% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,718
shares
|
$434,465
0.04% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,715
shares
|
$433,706
0.02% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
1,714
shares
|
$433,453
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
1,706
shares
|
$431,430
0.31% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,698
shares
|
$429,407
0.0% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,687
shares
|
$426,625
0.05% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
1,685
shares
|
$426,119
0.18% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,664
shares
|
$420,808
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$417,015
0.02% of portfolio
|
Q4 2022
New holding
|