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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,503
shares
|
$348,004
0.01% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,502
shares
|
$347,773
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
1,489
shares
|
$344,763
0.08% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,481
shares
|
$342,910
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
1,478
shares
|
$342,216
0.05% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,478
shares
|
$342,216
0.0% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,478
shares
|
$342,216
0.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
1,457
shares
|
$337,353
0.01% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
1,457
shares
|
$337,353
0.11% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
1,456
shares
|
$337,122
0.17% of portfolio
|
Q2 2024
Added 25.73%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
1,444
shares
|
$334,343
0.06% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
1,440
shares
|
$333,417
0.19% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,439
shares
|
$333,186
0.01% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
1,437
shares
|
$332,722
0.05% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
1,433
shares
|
$331,796
0.15% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
1,416
shares
|
$327,860
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,402
shares
|
$324,619
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,395
shares
|
$322,998
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
1,388
shares
|
$321,377
0.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,384
shares
|
$320,451
0.0% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,375
shares
|
$318,367
0.05% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
1,372
shares
|
$317,672
0.19% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
1,356
shares
|
$313,968
0.15% of portfolio
|
Q1 2025
Added 33.46%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,352
shares
|
$313,042
0.17% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,350
shares
|
$312,579
0.03% of portfolio
|
Q4 2024
New holding
|