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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,510
shares
|
$381,863
0.01% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,510
shares
|
$381,863
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,502
shares
|
$379,840
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
1,492
shares
|
$377,311
0.1% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,489
shares
|
$376,553
0.01% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
1,487
shares
|
$376,047
0.17% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,486
shares
|
$375,794
0.01% of portfolio
|
Q2 2025
Reduced 38.75%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,472
shares
|
$372,254
0.21% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
1,466
shares
|
$370,736
0.04% of portfolio
|
Q3 2025
Added 22.78%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,464
shares
|
$370,230
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,464
shares
|
$370,230
0.15% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,463
shares
|
$369,978
0.04% of portfolio
|
Q2 2025
Reduced 89.94%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
1,457
shares
|
$368,460
0.13% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
1,457
shares
|
$368,460
0.17% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
1,456
shares
|
$368,207
0.2% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,456
shares
|
$368,207
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
1,450
shares
|
$366,690
0.17% of portfolio
|
Q3 2025
Reduced 66.75%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,444
shares
|
$365,173
0.07% of portfolio
|
Q3 2025
Reduced 50.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
1,438
shares
|
$363,655
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,436
shares
|
$363,150
0.05% of portfolio
|
Q3 2025
Reduced 13.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,413
shares
|
$357,333
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
1,412
shares
|
$357,080
0.21% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,402
shares
|
$354,551
0.0% of portfolio
|
Q1 2025
Added 2.26%
|