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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
226
shares
|
$57,153
0.05% of portfolio
|
Q3 2022
Added 32.94%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
226
shares
|
$57,153
0.01% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
224
shares
|
$56,647
0.0% of portfolio
|
Q3 2025
Added 397.78%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
216
shares
|
$54,624
0.0% of portfolio
|
Q2 2025
Added 44.97%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
202
shares
|
$51,083
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
200
shares
|
$50,578
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
197
shares
|
$49,819
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
194
shares
|
$49,060
0.02% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
192
shares
|
$48,554
0.03% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
184
shares
|
$46,531
0.03% of portfolio
|
Q2 2025
Added 84.0%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
176
shares
|
$44,508
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
174
shares
|
$44,002
0.01% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
171
shares
|
$43,244
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
170
shares
|
$42,991
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$42,232
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
165
shares
|
$41,726
0.02% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
164
shares
|
$41,473
0.0% of portfolio
|
Q2 2025
Added 4000.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
163
shares
|
$41,221
0.0% of portfolio
|
Q2 2025
Added 262.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
161
shares
|
$40,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
160
shares
|
$40,462
0.0% of portfolio
|
Q4 2022
Reduced 18.37%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
155
shares
|
$39,197
0.0% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
150
shares
|
$37,933
0.03% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
145
shares
|
$36,669
0.03% of portfolio
|
Q2 2025
Reduced 39.08%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
140
shares
|
$35,404
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
131
shares
|
$33,128
0.01% of portfolio
|
Q3 2023
New holding
|