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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
94
shares
|
$22,565
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
90
shares
|
$21,605
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
88
shares
|
$21,125
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
87
shares
|
$20,885
0.02% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
86
shares
|
$20,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
86
shares
|
$20,645
0.0% of portfolio
|
Q4 2024
Added 855.56%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
85
shares
|
$20,405
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
83
shares
|
$19,924
0.0% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
81
shares
|
$19,444
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
81
shares
|
$19,444
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
80
shares
|
$19,204
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
77
shares
|
$18,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
71
shares
|
$17,044
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
69
shares
|
$16,564
0.01% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
66
shares
|
$15,843
0.0% of portfolio
|
Q1 2024
Reduced 82.11%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
60
shares
|
$14,403
0.0% of portfolio
|
Q4 2022
Reduced 30.23%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$14,403
0.0% of portfolio
|
Q2 2025
Added 172.73%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
60
shares
|
$14,403
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
52
shares
|
$12,483
0.0% of portfolio
|
Q4 2023
Added 1.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
50
shares
|
$12,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
45
shares
|
$10,802
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
45
shares
|
$10,802
0.0% of portfolio
|
Q3 2023
Reduced 39.19%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
45
shares
|
$10,802
0.02% of portfolio
|
Q2 2022
Reduced 99.8%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$10,322
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42
shares
|
$10,082
0.0% of portfolio
|
Q1 2023
Reduced 38.24%
|