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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,250
shares
|
$289,425
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,243
shares
|
$287,804
0.01% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,241
shares
|
$287,341
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
1,234
shares
|
$285,720
0.07% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,232
shares
|
$285,257
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
1,231
shares
|
$285,025
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
1,228
shares
|
$284,331
0.02% of portfolio
|
Q4 2024
Reduced 97.9%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
1,227
shares
|
$284,099
0.1% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
1,219
shares
|
$282,247
0.12% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
1,219
shares
|
$282,247
0.19% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
1,210
shares
|
$280,163
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,204
shares
|
$278,774
0.02% of portfolio
|
Q1 2023
Reduced 15.21%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
1,202
shares
|
$278,311
0.2% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
1,202
shares
|
$278,311
0.15% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
1,195
shares
|
$276,690
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,193
shares
|
$276,227
0.25% of portfolio
|
Q1 2025
Reduced 72.91%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,182
shares
|
$273,680
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,180
shares
|
$273,217
0.15% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,179
shares
|
$272,985
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,178
shares
|
$272,754
0.02% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,178
shares
|
$272,754
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,172
shares
|
$271,364
0.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,169
shares
|
$270,670
0.04% of portfolio
|
Q1 2022
Reduced 18.71%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
1,167
shares
|
$270,207
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
1,166
shares
|
$269,975
0.18% of portfolio
|
Q1 2025
Reduced 22.21%
|