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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
449
shares
|
$103,961
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
446
shares
|
$103,266
0.01% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
442
shares
|
$102,340
0.03% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
429
shares
|
$99,330
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
426
shares
|
$98,636
0.01% of portfolio
|
Q1 2025
Reduced 41.16%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
414
shares
|
$95,857
0.06% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
411
shares
|
$95,162
0.0% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
402
shares
|
$93,079
0.03% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
399
shares
|
$92,384
0.02% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
398
shares
|
$92,152
0.09% of portfolio
|
Q1 2025
Added 122.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
391
shares
|
$90,532
0.01% of portfolio
|
Q1 2025
Reduced 69.12%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
380
shares
|
$87,985
0.07% of portfolio
|
Q1 2025
Reduced 84.32%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
373
shares
|
$86,364
0.0% of portfolio
|
Q1 2025
Reduced 52.9%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
371
shares
|
$85,901
0.02% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
368
shares
|
$85,206
0.03% of portfolio
|
Q1 2025
Added 57.94%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
366
shares
|
$84,743
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
357
shares
|
$82,659
0.01% of portfolio
|
Q2 2023
Added 89.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
355
shares
|
$82,196
0.03% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
338
shares
|
$78,260
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
323
shares
|
$74,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
310
shares
|
$71,777
0.05% of portfolio
|
Q1 2025
Added 342.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$70,156
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
285
shares
|
$65,988
0.03% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
276
shares
|
$63,905
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
273
shares
|
$63,210
0.0% of portfolio
|
Q3 2023
Reduced 14.15%
|