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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,666
shares
|
$385,745
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,665
shares
|
$385,514
0.05% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,663
shares
|
$385,051
0.05% of portfolio
|
Q1 2025
Reduced 36.62%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,659
shares
|
$384,124
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
1,655
shares
|
$383,198
0.05% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$381,809
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
1,643
shares
|
$380,420
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
1,631
shares
|
$377,641
0.15% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,630
shares
|
$377,410
0.0% of portfolio
|
Q4 2022
Reduced 35.19%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,622
shares
|
$375,557
0.15% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,600
shares
|
$370,464
0.03% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,597
shares
|
$369,769
0.07% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
1,594
shares
|
$369,074
0.01% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,590
shares
|
$368,148
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,567
shares
|
$362,823
0.0% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
1,566
shares
|
$362,591
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
1,563
shares
|
$361,897
0.14% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,541
shares
|
$356,803
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,537
shares
|
$355,876
0.11% of portfolio
|
Q1 2025
Added 95.05%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,535
shares
|
$355,413
0.14% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
1,534
shares
|
$355,182
0.03% of portfolio
|
Q1 2025
Reduced 76.92%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
1,515
shares
|
$350,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
1,513
shares
|
$350,320
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,510
shares
|
$349,625
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,508
shares
|
$349,162
0.03% of portfolio
|
Q1 2025
Reduced 12.53%
|