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 $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
34,317
shares
|
$7.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
34,173
shares
|
$7.91 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
34,076
shares
|
$7.89 Million
0.26% of portfolio
|
Q1 2025
Reduced 61.89%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
33,795
shares
|
$7.82 Million
5.62% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
32,863
shares
|
$7.61 Million
1.61% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
32,826
shares
|
$7.6 Million
3.15% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
32,646
shares
|
$7.56 Million
1.6% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
32,543
shares
|
$7.54 Million
0.08% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,032
shares
|
$7.42 Million
0.33% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
31,458
shares
|
$7.28 Million
1.32% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
31,416
shares
|
$7.27 Million
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
31,046
shares
|
$7.19 Million
0.58% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
30,254
shares
|
$7.01 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
30,117
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.51%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
28,976
shares
|
$6.71 Million
0.32% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
28,905
shares
|
$6.69 Million
1.1% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,449
shares
|
$6.59 Million
0.28% of portfolio
|
Q1 2025
Added 60.43%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
28,019
shares
|
$6.49 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
27,904
shares
|
$6.46 Million
0.06% of portfolio
|
Q1 2025
Added 23.97%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
27,771
shares
|
$6.43 Million
4.65% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
27,655
shares
|
$6.4 Million
1.11% of portfolio
|
Q1 2025
Reduced 91.8%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
27,285
shares
|
$6.32 Million
2.59% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
26,972
shares
|
$6.25 Million
0.65% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
26,672
shares
|
$6.18 Million
0.03% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
26,629
shares
|
$6.17 Million
0.35% of portfolio
|
Q1 2025
Added 15.68%
|