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 1,016 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
155
shares
|
$37,209
0.0% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
150
shares
|
$36,009
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
149
shares
|
$35,768
0.01% of portfolio
|
Q1 2025
Added 140.32%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
149
shares
|
$35,768
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
142
shares
|
$34,088
0.0% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
140
shares
|
$33,608
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
137
shares
|
$32,888
0.01% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
137
shares
|
$32,888
0.01% of portfolio
|
Q2 2025
Reduced 42.68%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
131
shares
|
$31,447
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
130
shares
|
$31,207
0.0% of portfolio
|
Q1 2025
Reduced 56.95%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
127
shares
|
$30,487
0.01% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
127
shares
|
$30,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
122
shares
|
$29,287
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
120
shares
|
$28,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
115
shares
|
$27,606
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
107
shares
|
$25,686
0.01% of portfolio
|
Q1 2024
Reduced 24.65%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
102
shares
|
$24,486
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
101
shares
|
$24,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
101
shares
|
$24,246
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
100
shares
|
$24,006
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
100
shares
|
$24,006
0.01% of portfolio
|
Q1 2025
Reduced 68.94%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$24,006
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
100
shares
|
$24,006
0.0% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
100
shares
|
$24,006
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
97
shares
|
$23,285
0.0% of portfolio
|
Q2 2025
Reduced 94.14%
|