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 |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
867
shares
|
$219,255
0.0% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
857
shares
|
$216,726
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
857
shares
|
$216,726
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
856
shares
|
$216,473
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
853
shares
|
$215,715
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
851
shares
|
$215,209
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
843
shares
|
$213,186
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
834
shares
|
$210,910
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
830
shares
|
$209,898
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
825
shares
|
$208,634
0.03% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
821
shares
|
$207,622
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
814
shares
|
$205,852
0.12% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
810
shares
|
$204,840
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
799
shares
|
$202,059
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
794
shares
|
$200,794
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
786
shares
|
$198,771
0.04% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
784
shares
|
$198,265
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
760
shares
|
$192,196
0.0% of portfolio
|
Q2 2025
Reduced 39.97%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
737
shares
|
$186,379
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
717
shares
|
$181,322
0.0% of portfolio
|
Q2 2025
Reduced 68.54%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
712
shares
|
$180,057
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
708
shares
|
$179,046
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
706
shares
|
$178,540
0.0% of portfolio
|
Q3 2025
Reduced 40.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
706
shares
|
$178,540
0.02% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
703
shares
|
$177,781
0.05% of portfolio
|
Q4 2024
Added 6.35%
|