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 1,019 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
42,223
shares
|
$10.1 Million
0.08% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
41,237
shares
|
$9.9 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,477
shares
|
$9.72 Million
0.23% of portfolio
|
Q2 2020
Added 11.74%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
40,258
shares
|
$9.66 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
40,241
shares
|
$9.66 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
40,029
shares
|
$9.61 Million
0.05% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
39,725
shares
|
$9.54 Million
0.38% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
39,208
shares
|
$9.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
38,879
shares
|
$9.33 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
38,399
shares
|
$9.22 Million
1.36% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
38,109
shares
|
$9.15 Million
5.45% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
37,946
shares
|
$9.11 Million
0.53% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,535
shares
|
$9.01 Million
0.17% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
37,030
shares
|
$8.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
36,833
shares
|
$8.84 Million
0.87% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
36,589
shares
|
$8.78 Million
1.98% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
36,332
shares
|
$8.72 Million
0.85% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
36,276
shares
|
$8.71 Million
3.77% of portfolio
|
Q1 2025
Added 42.94%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
35,843
shares
|
$8.6 Million
1.5% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
35,580
shares
|
$8.54 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
35,399
shares
|
$8.5 Million
0.12% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
34,557
shares
|
$8.3 Million
0.2% of portfolio
|
Q1 2025
Added 194.25%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
34,478
shares
|
$8.28 Million
0.74% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
34,317
shares
|
$8.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
34,173
shares
|
$8.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.11%
|