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 1,123 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
37,454
shares
|
$9.22 Million
7.29% of portfolio
|
Q3 2025
Added 34.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,502
shares
|
$8.98 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36,401
shares
|
$8.96 Million
0.23% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
36,153
shares
|
$8.9 Million
0.12% of portfolio
|
Q4 2025
Added 33.24%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
36,040
shares
|
$8.87 Million
0.19% of portfolio
|
Q2 2025
Reduced 92.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
35,570
shares
|
$8.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.31%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
35,334
shares
|
$8.69 Million
3.15% of portfolio
|
Q4 2025
Added 70.63%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
35,114
shares
|
$8.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 76.73%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
34,732
shares
|
$8.55 Million
0.91% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Capital Planning LLC
|
Jan 22, 2026 Q4 2025 |
33,137
shares
|
$8.15 Million
2.4% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
32,979
shares
|
$8.12 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
32,928
shares
|
$8.1 Million
5.85% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 21, 2026 Q4 2025 |
32,825
shares
|
$8.08 Million
4.42% of portfolio
|
Q4 2025
Added 2.67%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jan 29, 2026 Q4 2025 |
32,732
shares
|
$8.05 Million
3.08% of portfolio
|
Q4 2025
Added 10.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
32,690
shares
|
$8.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
32,656
shares
|
$8.04 Million
1.75% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,032
shares
|
$7.88 Million
0.33% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
31,966
shares
|
$7.87 Million
0.2% of portfolio
|
Q3 2025
Added 351.69%
|
|
|
Brickley Wealth Management
|
Jan 29, 2026 Q4 2025 |
31,458
shares
|
$7.74 Million
1.33% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
30,795
shares
|
$7.58 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
30,531
shares
|
$7.51 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
30,276
shares
|
$7.45 Million
1.15% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
29,643
shares
|
$7.29 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
29,552
shares
|
$7.27 Million
5.96% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
29,490
shares
|
$7.26 Million
0.09% of portfolio
|
Q4 2025
Reduced 5.63%
|
|