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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,268
shares
|
$320,664
0.01% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
1,268
shares
|
$320,664
0.18% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
1,260
shares
|
$318,641
0.07% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,255
shares
|
$317,376
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
1,251
shares
|
$316,365
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,242
shares
|
$314,089
0.09% of portfolio
|
Q2 2025
Added 1534.21%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,241
shares
|
$313,836
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,229
shares
|
$310,801
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,208
shares
|
$305,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,204
shares
|
$304,479
0.02% of portfolio
|
Q1 2023
Reduced 15.21%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
1,196
shares
|
$302,456
0.24% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,193
shares
|
$301,697
0.22% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,189
shares
|
$300,686
0.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,184
shares
|
$299,421
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,179
shares
|
$298,157
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,170
shares
|
$295,881
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,169
shares
|
$295,628
0.04% of portfolio
|
Q1 2022
Reduced 18.71%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,169
shares
|
$295,628
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
1,167
shares
|
$295,122
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
1,166
shares
|
$294,869
0.19% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,165
shares
|
$294,616
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,163
shares
|
$294,111
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,162
shares
|
$293,858
0.06% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,153
shares
|
$291,582
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,150
shares
|
$290,823
0.11% of portfolio
|
Q3 2025
New holding
|