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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,161
shares
|
$268,817
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,155
shares
|
$267,428
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
1,153
shares
|
$266,965
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,152
shares
|
$266,734
0.09% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
1,146
shares
|
$265,344
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,146
shares
|
$265,344
0.07% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,130
shares
|
$261,640
0.01% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,123
shares
|
$260,019
0.11% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,122
shares
|
$259,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,118
shares
|
$258,861
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
1,116
shares
|
$258,398
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,111
shares
|
$257,240
0.05% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
1,110
shares
|
$257,009
0.01% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,095
shares
|
$253,536
0.0% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
1,095
shares
|
$253,536
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,089
shares
|
$252,147
0.22% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,084
shares
|
$250,989
0.17% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,080
shares
|
$250,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
1,077
shares
|
$249,368
0.02% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
1,068
shares
|
$247,284
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,059
shares
|
$245,200
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,055
shares
|
$244,274
0.0% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,055
shares
|
$244,274
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
1,049
shares
|
$242,885
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,045
shares
|
$241,959
0.02% of portfolio
|
Q2 2024
New holding
|