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 |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
26,385
shares
|
$6.33 Million
0.21% of portfolio
|
Q2 2025
Added 130.34%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
26,294
shares
|
$6.31 Million
0.61% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,283
shares
|
$6.31 Million
0.06% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
26,064
shares
|
$6.26 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
25,834
shares
|
$6.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
25,805
shares
|
$6.19 Million
1.49% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,678
shares
|
$6.16 Million
0.89% of portfolio
|
Q4 2022
Added 93.23%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
25,095
shares
|
$6.02 Million
4.28% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,883
shares
|
$5.97 Million
0.3% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
24,704
shares
|
$5.93 Million
0.51% of portfolio
|
Q1 2025
Added 441.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
24,474
shares
|
$5.88 Million
0.38% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
24,437
shares
|
$5.87 Million
0.05% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,067
shares
|
$5.78 Million
0.26% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,048
shares
|
$5.77 Million
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,048
shares
|
$5.77 Million
0.74% of portfolio
|
Q4 2022
Reduced 15.78%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
24,003
shares
|
$5.76 Million
3.26% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
23,990
shares
|
$5.76 Million
1.75% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,929
shares
|
$5.74 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
23,729
shares
|
$5.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
23,686
shares
|
$5.69 Million
0.61% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
23,507
shares
|
$5.64 Million
0.52% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
23,374
shares
|
$5.61 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
23,034
shares
|
$5.53 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
|
$5.49 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
|
$5.48 Million
0.88% of portfolio
|
Q1 2025
Added 7.82%
|