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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,050
shares
|
$265,534
0.09% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
1,047
shares
|
$264,775
0.07% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,045
shares
|
$264,270
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
1,044
shares
|
$264,017
0.11% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,041
shares
|
$263,258
0.02% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
1,041
shares
|
$263,258
0.07% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
1,041
shares
|
$263,258
0.04% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,040
shares
|
$263,005
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
1,037
shares
|
$262,246
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
1,033
shares
|
$261,235
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
1,033
shares
|
$261,235
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
1,031
shares
|
$260,729
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
1,030
shares
|
$260,476
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
1,030
shares
|
$260,476
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
1,029
shares
|
$260,223
0.23% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,022
shares
|
$258,453
0.09% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,017
shares
|
$257,189
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,011
shares
|
$255,671
0.03% of portfolio
|
Q2 2025
Reduced 31.74%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
987
shares
|
$249,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
981
shares
|
$248,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
979
shares
|
$247,579
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
978
shares
|
$247,326
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
973
shares
|
$246,061
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
970
shares
|
$245,303
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
964
shares
|
$243,785
0.26% of portfolio
|
Q2 2025
New holding
|