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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36,401
shares
|
$9.21 Million
0.23% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
34,702
shares
|
$8.78 Million
0.93% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
34,599
shares
|
$8.75 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
34,076
shares
|
$8.62 Million
0.22% of portfolio
|
Q2 2025
Added 230.62%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
33,872
shares
|
$8.57 Million
6.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
33,705
shares
|
$8.52 Million
0.12% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
33,675
shares
|
$8.52 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
33,169
shares
|
$8.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,936
shares
|
$8.33 Million
0.06% of portfolio
|
Q2 2025
Added 92.54%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
32,656
shares
|
$8.26 Million
1.75% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,032
shares
|
$8.1 Million
0.33% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
31,970
shares
|
$8.08 Million
4.66% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
31,966
shares
|
$8.08 Million
0.2% of portfolio
|
Q3 2025
Added 351.69%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
31,458
shares
|
$7.96 Million
1.41% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
31,009
shares
|
$7.84 Million
1.78% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
30,896
shares
|
$7.81 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
30,468
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
30,074
shares
|
$7.61 Million
0.38% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
30,041
shares
|
$7.6 Million
0.5% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
29,910
shares
|
$7.56 Million
2.17% of portfolio
|
Q3 2025
Added 23.67%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
29,643
shares
|
$7.5 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
29,552
shares
|
$7.47 Million
5.96% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
29,448
shares
|
$7.45 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
29,007
shares
|
$7.34 Million
1.14% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
28,954
shares
|
$7.32 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.08%
|