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 |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
130
shares
|
$32,875
0.0% of portfolio
|
Q1 2025
Reduced 56.95%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
130
shares
|
$32,875
0.0% of portfolio
|
Q2 2025
Added 3150.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
127
shares
|
$32,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
127
shares
|
$32,117
0.01% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
126
shares
|
$31,864
0.0% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
122
shares
|
$30,852
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
122
shares
|
$30,852
0.01% of portfolio
|
Q3 2025
Reduced 52.16%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
121
shares
|
$30,599
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
120
shares
|
$30,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
115
shares
|
$29,082
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
108
shares
|
$27,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
108
shares
|
$27,312
0.06% of portfolio
|
Q3 2025
Reduced 94.3%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
102
shares
|
$25,794
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
101
shares
|
$25,541
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
101
shares
|
$25,541
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$25,289
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
100
shares
|
$25,289
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
97
shares
|
$24,530
0.0% of portfolio
|
Q2 2025
Reduced 94.14%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
90
shares
|
$22,760
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
88
shares
|
$22,254
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
87
shares
|
$22,001
0.03% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
86
shares
|
$21,748
0.0% of portfolio
|
Q4 2024
Added 855.56%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
85
shares
|
$21,495
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
85
shares
|
$21,495
0.15% of portfolio
|
Q2 2025
Reduced 92.88%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
83
shares
|
$20,989
0.0% of portfolio
|
Q2 2025
New holding
|