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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
101,660
shares
|
$25.7 Million
0.04% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
101,159
shares
|
$25.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
97,410
shares
|
$24.6 Million
0.03% of portfolio
|
Q2 2025
Added 38.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
97,255
shares
|
$24.6 Million
4.07% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
95,876
shares
|
$24.2 Million
0.2% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
94,097
shares
|
$23.8 Million
1.21% of portfolio
|
Q2 2025
Reduced 31.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
92,758
shares
|
$23.5 Million
0.28% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
91,777
shares
|
$23.2 Million
4.21% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
91,706
shares
|
$23.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
90,569
shares
|
$22.9 Million
0.08% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
88,416
shares
|
$22.4 Million
1.64% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
88,011
shares
|
$22.3 Million
0.11% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
85,434
shares
|
$21.6 Million
6.94% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
83,781
shares
|
$21.2 Million
3.11% of portfolio
|
Q3 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
82,068
shares
|
$20.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
81,724
shares
|
$20.7 Million
2.54% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
77,223
shares
|
$19.5 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
76,497
shares
|
$19.3 Million
0.35% of portfolio
|
Q2 2025
Added 495.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
76,015
shares
|
$19.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
73,191
shares
|
$18.5 Million
3.02% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
72,830
shares
|
$18.4 Million
4.73% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
72,374
shares
|
$18.3 Million
0.49% of portfolio
|
Q2 2025
Added 1809250.0%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
71,592
shares
|
$18.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
71,411
shares
|
$18.1 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
71,368
shares
|
$18 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.52%
|