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 |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
28,916
shares
|
$7.31 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
27,876
shares
|
$7.05 Million
4.85% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
27,796
shares
|
$7.03 Million
2.78% of portfolio
|
Q3 2025
Added 270.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
27,483
shares
|
$6.95 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
27,371
shares
|
$6.92 Million
0.11% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
26,972
shares
|
$6.82 Million
0.65% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,283
shares
|
$6.65 Million
0.06% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
26,064
shares
|
$6.59 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,863
shares
|
$6.54 Million
0.04% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
25,805
shares
|
$6.53 Million
1.49% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
25,693
shares
|
$6.5 Million
2.24% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,678
shares
|
$6.49 Million
0.89% of portfolio
|
Q4 2022
Added 93.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
25,361
shares
|
$6.41 Million
0.06% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
25,282
shares
|
$6.39 Million
2.0% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
25,264
shares
|
$6.39 Million
0.44% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
25,208
shares
|
$6.37 Million
0.32% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
25,094
shares
|
$6.35 Million
0.61% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
25,085
shares
|
$6.34 Million
0.73% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
25,071
shares
|
$6.34 Million
4.74% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
25,025
shares
|
$6.33 Million
3.46% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
25,011
shares
|
$6.33 Million
0.56% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
24,791
shares
|
$6.27 Million
1.88% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
24,600
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,067
shares
|
$6.09 Million
0.26% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,048
shares
|
$6.08 Million
0.74% of portfolio
|
Q4 2022
Reduced 15.78%
|