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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
1,388
shares
|
$351,011
0.05% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,382
shares
|
$349,493
0.01% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,376
shares
|
$347,976
0.05% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
1,375
shares
|
$347,723
0.15% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
1,372
shares
|
$346,965
0.12% of portfolio
|
Q2 2025
Added 859.44%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
1,370
shares
|
$346,459
0.05% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,346
shares
|
$340,389
0.02% of portfolio
|
Q3 2023
Reduced 4.2%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
1,327
shares
|
$335,585
0.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,322
shares
|
$334,320
0.0% of portfolio
|
Q3 2025
Reduced 34.52%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,319
shares
|
$333,561
0.1% of portfolio
|
Q4 2022
Reduced 91.81%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,316
shares
|
$332,803
0.04% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
1,314
shares
|
$332,297
0.12% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,302
shares
|
$329,262
0.09% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,302
shares
|
$329,262
0.01% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,302
shares
|
$329,262
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
1,302
shares
|
$329,262
0.23% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$328,757
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
1,295
shares
|
$327,492
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
1,290
shares
|
$326,228
0.13% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
1,289
shares
|
$325,975
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
1,285
shares
|
$324,963
0.11% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,285
shares
|
$324,963
0.01% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,281
shares
|
$323,952
0.16% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,273
shares
|
$321,928
0.01% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,273
shares
|
$321,928
0.12% of portfolio
|
Q2 2024
Reduced 5.56%
|