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 1,078 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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
201,067
shares
|
$50.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
177,163
shares
|
$44.8 Million
0.13% of portfolio
|
Q2 2025
Added 26.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
170,840
shares
|
$43.2 Million
3.28% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
167,577
shares
|
$42.4 Million
2.04% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
161,364
shares
|
$40.8 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
160,633
shares
|
$40.6 Million
0.43% of portfolio
|
Q3 2025
Added 27.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
154,926
shares
|
$39.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
152,590
shares
|
$38.6 Million
0.92% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
150,905
shares
|
$38.2 Million
0.35% of portfolio
|
Q2 2025
Added 474.15%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
137,642
shares
|
$34.8 Million
0.03% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
136,262
shares
|
$34.5 Million
13.75% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
135,967
shares
|
$34.4 Million
0.35% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
134,912
shares
|
$34.1 Million
0.49% of portfolio
|
Q3 2022
Added 66.63%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
134,659
shares
|
$34.1 Million
1.68% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
134,490
shares
|
$34 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
133,387
shares
|
$33.7 Million
1.73% of portfolio
|
Q2 2025
Reduced 29.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
129,350
shares
|
$32.7 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
128,632
shares
|
$32.5 Million
12.4% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
127,461
shares
|
$32.2 Million
0.03% of portfolio
|
Q2 2025
Added 543.87%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
126,654
shares
|
$32 Million
13.51% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
118,764
shares
|
$30 Million
0.04% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
115,371
shares
|
$29.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
112,547
shares
|
$28.5 Million
7.01% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
107,245
shares
|
$27.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
102,713
shares
|
$26 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.48%
|