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 |
|---|---|---|---|---|---|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
26,574
shares
|
$6.15 Million
2.08% of portfolio
|
Q1 2025
Added 1651.75%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
26,294
shares
|
$6.09 Million
0.61% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,283
shares
|
$6.09 Million
0.06% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
26,188
shares
|
$6.06 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
26,081
shares
|
$6.04 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,678
shares
|
$5.95 Million
0.89% of portfolio
|
Q4 2022
Added 93.23%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
25,095
shares
|
$5.81 Million
4.28% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,883
shares
|
$5.76 Million
0.3% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
24,704
shares
|
$5.72 Million
0.51% of portfolio
|
Q1 2025
Added 441.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
24,474
shares
|
$5.67 Million
0.38% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
24,464
shares
|
$5.66 Million
2.86% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
24,437
shares
|
$5.66 Million
0.05% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,048
shares
|
$5.57 Million
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,048
shares
|
$5.57 Million
0.74% of portfolio
|
Q4 2022
Reduced 15.78%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
23,990
shares
|
$5.55 Million
1.75% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,929
shares
|
$5.54 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
23,779
shares
|
$5.51 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
23,686
shares
|
$5.48 Million
0.61% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
23,544
shares
|
$5.45 Million
1.79% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
23,507
shares
|
$5.44 Million
0.52% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
23,034
shares
|
$5.33 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,853
shares
|
$5.29 Million
0.54% of portfolio
|
Q1 2025
Added 56.45%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
22,818
shares
|
$5.28 Million
0.88% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
22,405
shares
|
$5.19 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
22,230
shares
|
$5.15 Million
0.98% of portfolio
|
Q1 2025
Added 0.4%
|