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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
46,383
shares
|
$11.7 Million
0.01% of portfolio
|
Q2 2025
Added 35.16%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
44,081
shares
|
$11.1 Million
1.92% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
43,550
shares
|
$11 Million
2.87% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
43,344
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Added 97.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
43,119
shares
|
$10.9 Million
0.11% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
42,708
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
42,602
shares
|
$10.8 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
42,282
shares
|
$10.7 Million
7.26% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
41,952
shares
|
$10.6 Million
1.03% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
40,843
shares
|
$10.3 Million
10.97% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,477
shares
|
$10.2 Million
0.23% of portfolio
|
Q2 2020
Added 11.74%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
40,339
shares
|
$10.2 Million
0.31% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
39,429
shares
|
$9.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
39,125
shares
|
$9.89 Million
1.45% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
38,889
shares
|
$9.83 Million
0.26% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
38,477
shares
|
$9.73 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
38,455
shares
|
$9.72 Million
0.08% of portfolio
|
Q2 2025
Added 37.81%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
38,270
shares
|
$9.68 Million
0.65% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
37,777
shares
|
$9.55 Million
2.44% of portfolio
|
Q3 2025
Added 3156.64%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
37,660
shares
|
$9.52 Million
0.88% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,535
shares
|
$9.49 Million
0.17% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
37,387
shares
|
$9.45 Million
1.74% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
36,625
shares
|
$9.26 Million
0.86% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
36,589
shares
|
$9.25 Million
1.98% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
36,495
shares
|
$9.23 Million
3.74% of portfolio
|
Q2 2025
Added 11.18%
|