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 989 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
62,071
shares
|
$14.4 Million
1.25% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
60,986
shares
|
$14.1 Million
0.44% of portfolio
|
Q1 2025
Added 478.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
59,774
shares
|
$13.8 Million
0.52% of portfolio
|
Q1 2025
Added 23.95%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
58,856
shares
|
$13.6 Million
7.87% of portfolio
|
Q4 2024
Added 232.97%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
57,941
shares
|
$13.4 Million
0.63% of portfolio
|
Q1 2025
Reduced 79.54%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
57,254
shares
|
$13.3 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
56,981
shares
|
$13.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
56,095
shares
|
$13 Million
0.19% of portfolio
|
Q1 2025
Reduced 75.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
54,118
shares
|
$12.5 Million
0.14% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
53,822
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
51,165
shares
|
$11.8 Million
4.41% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
49,498
shares
|
$11.5 Million
0.8% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
49,343
shares
|
$11.4 Million
1.49% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
49,139
shares
|
$11.4 Million
0.84% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
48,906
shares
|
$11.3 Million
3.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48,366
shares
|
$11.2 Million
0.32% of portfolio
|
Q1 2025
Added 261.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
48,243
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 4238.4%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
46,838
shares
|
$10.8 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
46,762
shares
|
$10.8 Million
0.16% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
43,824
shares
|
$10.1 Million
0.14% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
43,143
shares
|
$9.99 Million
0.01% of portfolio
|
Q1 2025
Added 29.68%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
42,639
shares
|
$9.87 Million
1.77% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
42,602
shares
|
$9.86 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
42,500
shares
|
$9.84 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
42,223
shares
|
$9.78 Million
0.08% of portfolio
|
Q1 2025
Added 11.37%
|