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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
16
shares
|
$4,046
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
16
shares
|
$4,046
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
15
shares
|
$3,793
0.0% of portfolio
|
Q2 2025
Reduced 98.89%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$3,540
0.0% of portfolio
|
Q1 2024
Reduced 93.61%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
14
shares
|
$3,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
13
shares
|
$3,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
11
shares
|
$2,781
0.0% of portfolio
|
Q4 2019
Reduced 95.53%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$2,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
7
shares
|
$1,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
7
shares
|
$1,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
7
shares
|
$1,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
6
shares
|
$1,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
6
shares
|
$1,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$1,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
4
shares
|
$1,011
0.0% of portfolio
|
Q3 2023
Reduced 88.57%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3
shares
|
$758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3
shares
|
$758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
3
shares
|
$758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
2
shares
|
$505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1
shares
|
$252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|