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 1,080 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,146
shares
|
$289,811
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,144
shares
|
$289,306
0.2% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,140
shares
|
$288,294
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
1,132
shares
|
$286,271
0.12% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,130
shares
|
$285,765
0.01% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
1,130
shares
|
$285,765
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
1,119
shares
|
$282,983
0.04% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,118
shares
|
$282,731
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,112
shares
|
$281,213
0.02% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
1,109
shares
|
$280,455
0.05% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
1,101
shares
|
$278,431
0.01% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
1,098
shares
|
$277,673
0.09% of portfolio
|
Q3 2025
Reduced 38.86%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,097
shares
|
$277,420
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,096
shares
|
$277,167
0.13% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,095
shares
|
$276,914
0.12% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,095
shares
|
$276,914
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,084
shares
|
$274,132
0.17% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,084
shares
|
$274,132
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,083
shares
|
$273,879
0.01% of portfolio
|
Q2 2025
Reduced 98.19%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,080
shares
|
$273,121
0.03% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,077
shares
|
$272,362
0.22% of portfolio
|
Q3 2025
Reduced 1.1%
|