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 |
|---|---|---|---|---|---|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
1,044
shares
|
$241,727
0.1% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,043
shares
|
$241,496
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
1,041
shares
|
$241,033
0.06% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,040
shares
|
$240,801
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
1,037
shares
|
$240,106
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
1,032
shares
|
$238,949
0.04% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,032
shares
|
$238,949
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
1,032
shares
|
$238,949
0.1% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
1,031
shares
|
$238,717
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
1,009
shares
|
$233,623
0.1% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$231,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
950
shares
|
$219,963
0.04% of portfolio
|
Q4 2023
Reduced 25.78%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
937
shares
|
$216,952
0.03% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
921
shares
|
$213,248
0.04% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
908
shares
|
$210,238
0.0% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
894
shares
|
$206,996
0.05% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
883
shares
|
$204,449
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
872
shares
|
$201,902
0.02% of portfolio
|
Q1 2025
Reduced 19.11%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
869
shares
|
$201,208
0.04% of portfolio
|
Q3 2022
Reduced 1.7%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
865
shares
|
$200,282
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
851
shares
|
$197,040
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
845
shares
|
$195,651
0.0% of portfolio
|
Q1 2025
Reduced 24.89%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
834
shares
|
$193,104
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
814
shares
|
$188,473
0.12% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
810
shares
|
$187,547
0.0% of portfolio
|
Q2 2024
Reduced 10.79%
|