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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1,347
shares
|
$311,884
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,346
shares
|
$311,652
0.02% of portfolio
|
Q3 2023
Reduced 4.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
1,337
shares
|
$309,568
0.14% of portfolio
|
Q1 2025
Added 22.89%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
1,327
shares
|
$307,253
0.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
1,320
shares
|
$305,632
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,319
shares
|
$305,401
0.1% of portfolio
|
Q4 2022
Reduced 91.81%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,318
shares
|
$305,169
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,317
shares
|
$304,938
0.01% of portfolio
|
Q4 2024
Added 92.26%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
1,315
shares
|
$304,475
0.19% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,314
shares
|
$304,243
0.11% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,307
shares
|
$302,622
0.01% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,303
shares
|
$301,696
0.01% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,302
shares
|
$301,465
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,302
shares
|
$301,465
0.01% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,302
shares
|
$301,465
0.09% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
1,302
shares
|
$301,465
0.09% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
1,289
shares
|
$298,455
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,273
shares
|
$294,750
0.11% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
1,268
shares
|
$293,592
0.2% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,266
shares
|
$293,129
0.0% of portfolio
|
Q1 2025
Reduced 44.01%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
1,263
shares
|
$292,435
0.03% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,260
shares
|
$291,740
0.05% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
1,255
shares
|
$290,582
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,252
shares
|
$289,888
0.23% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,251
shares
|
$289,656
0.25% of portfolio
|
Q4 2024
New holding
|