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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
410
shares
|
$103,684
0.06% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
401
shares
|
$101,408
0.06% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
391
shares
|
$98,879
0.01% of portfolio
|
Q1 2025
Reduced 69.12%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
364
shares
|
$92,051
0.02% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
357
shares
|
$90,281
0.01% of portfolio
|
Q2 2023
Added 89.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
355
shares
|
$89,775
0.03% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
351
shares
|
$88,764
0.04% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
350
shares
|
$88,511
0.03% of portfolio
|
Q2 2025
Reduced 38.16%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
346
shares
|
$87,499
0.01% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
346
shares
|
$87,499
0.02% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
338
shares
|
$85,476
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
331
shares
|
$83,706
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
323
shares
|
$81,683
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
319
shares
|
$80,671
0.01% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$76,625
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
293
shares
|
$74,096
0.02% of portfolio
|
Q2 2025
Added 65.54%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
289
shares
|
$73,085
0.0% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
276
shares
|
$69,797
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
272
shares
|
$68,786
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
265
shares
|
$67,015
0.06% of portfolio
|
Q3 2025
Reduced 30.99%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
263
shares
|
$66,510
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
260
shares
|
$65,751
0.16% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
243
shares
|
$61,452
0.02% of portfolio
|
Q3 2025
Reduced 27.03%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
234
shares
|
$59,176
0.0% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
230
shares
|
$58,164
0.01% of portfolio
|
Q2 2025
Reduced 47.96%
|