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 |
|---|---|---|---|---|---|
|
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
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
1,643
shares
|
$415,498
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,630
shares
|
$412,210
0.0% of portfolio
|
Q4 2022
Reduced 35.19%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,628
shares
|
$411,704
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,619
shares
|
$409,428
0.0% of portfolio
|
Q4 2024
Reduced 35.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,614
shares
|
$408,164
0.03% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,600
shares
|
$404,624
0.03% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
1,600
shares
|
$404,624
0.07% of portfolio
|
Q2 2025
Reduced 44.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,597
shares
|
$403,865
0.07% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
1,597
shares
|
$403,865
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,591
shares
|
$402,347
0.02% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
1,590
shares
|
$402,095
0.02% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,590
shares
|
$402,095
0.09% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,588
shares
|
$401,589
0.02% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,584
shares
|
$400,577
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,583
shares
|
$400,324
0.02% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
1,575
shares
|
$398,301
0.22% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
1,562
shares
|
$395,014
0.03% of portfolio
|
Q2 2025
Reduced 43.55%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
1,558
shares
|
$394,002
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,546
shares
|
$390,967
0.12% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
1,545
shares
|
$390,715
0.05% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,538
shares
|
$388,944
0.17% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
1,536
shares
|
$388,439
0.18% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
1,534
shares
|
$387,933
0.03% of portfolio
|
Q1 2025
Reduced 76.92%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,533
shares
|
$387,680
0.17% of portfolio
|
Q2 2025
Added 6.98%
|