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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
269
shares
|
$62,284
0.17% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
268
shares
|
$62,052
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
263
shares
|
$60,895
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
250
shares
|
$57,885
0.0% of portfolio
|
Q2 2024
Added 1685.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
250
shares
|
$57,885
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
250
shares
|
$57,885
0.01% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
239
shares
|
$55,338
0.02% of portfolio
|
Q1 2025
Added 74.45%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
238
shares
|
$55,106
0.05% of portfolio
|
Q1 2025
Added 64.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
234
shares
|
$54,180
0.0% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
229
shares
|
$53,022
0.02% of portfolio
|
Q4 2024
Reduced 45.48%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
228
shares
|
$52,791
0.0% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
226
shares
|
$52,328
0.05% of portfolio
|
Q3 2022
Added 32.94%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
214
shares
|
$49,549
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$48,623
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
203
shares
|
$47,002
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
202
shares
|
$46,771
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
197
shares
|
$45,613
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
179
shares
|
$41,445
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
177
shares
|
$40,982
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
177
shares
|
$40,982
0.0% of portfolio
|
Q1 2025
Reduced 91.35%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
176
shares
|
$40,751
0.0% of portfolio
|
Q1 2025
Added 81.44%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
171
shares
|
$39,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
170
shares
|
$39,361
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$38,667
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
161
shares
|
$37,277
0.0% of portfolio
|
Q1 2025
New holding
|