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 |
|---|---|---|---|---|---|
|
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
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
82
shares
|
$20,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
81
shares
|
$20,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
81
shares
|
$20,484
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
81
shares
|
$20,484
0.0% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
81
shares
|
$20,484
0.01% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
77
shares
|
$19,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
77
shares
|
$19,472
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
74
shares
|
$18,713
0.0% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
72
shares
|
$18,208
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
68
shares
|
$17,196
0.0% of portfolio
|
Q4 2019
Added 79.41%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
62
shares
|
$15,679
0.0% of portfolio
|
Q2 2025
Reduced 58.39%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$15,173
0.0% of portfolio
|
Q2 2025
Added 172.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
60
shares
|
$15,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
60
shares
|
$15,173
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
57
shares
|
$14,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
50
shares
|
$12,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
49
shares
|
$12,391
0.0% of portfolio
|
Q2 2025
Reduced 89.21%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
45
shares
|
$11,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
45
shares
|
$11,380
0.02% of portfolio
|
Q2 2022
Reduced 99.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
45
shares
|
$11,380
0.0% of portfolio
|
Q3 2023
Reduced 39.19%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$10,874
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42
shares
|
$10,621
0.0% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
40
shares
|
$10,115
0.01% of portfolio
|
Q3 2025
Added 2.56%
|