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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
703
shares
|
$177,781
0.11% of portfolio
|
Q2 2025
Added 69.81%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
700
shares
|
$177,023
0.06% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
699
shares
|
$176,770
0.09% of portfolio
|
Q3 2023
Added 40.36%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
697
shares
|
$176,264
0.03% of portfolio
|
Q2 2025
Added 63.62%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
651
shares
|
$164,631
0.06% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
645
shares
|
$163,114
0.07% of portfolio
|
Q4 2024
Added 162.2%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
623
shares
|
$157,550
0.04% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
622
shares
|
$157,297
0.03% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
592
shares
|
$149,710
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
577
shares
|
$145,917
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
574
shares
|
$145,158
0.01% of portfolio
|
Q2 2024
Added 315.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
567
shares
|
$143,388
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
558
shares
|
$141,112
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
558
shares
|
$141,112
0.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
523
shares
|
$132,261
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
518
shares
|
$130,997
0.0% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
516
shares
|
$130,491
0.0% of portfolio
|
Q3 2025
Added 141.12%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
505
shares
|
$127,709
0.02% of portfolio
|
Q2 2025
Added 508.43%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
496
shares
|
$125,433
0.01% of portfolio
|
Q2 2025
Added 81.68%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
492
shares
|
$124,421
0.06% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
455
shares
|
$115,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
454
shares
|
$114,812
0.02% of portfolio
|
Q1 2025
Reduced 53.0%
|