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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,048
shares
|
$6.08 Million
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
24,003
shares
|
$6.07 Million
3.26% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
23,991
shares
|
$6.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 40.38%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
23,859
shares
|
$6.03 Million
0.24% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
23,747
shares
|
$6.01 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
23,729
shares
|
$6 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
22,729
shares
|
$5.75 Million
0.11% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,721
shares
|
$5.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 51.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
22,467
shares
|
$5.68 Million
0.27% of portfolio
|
Q2 2025
Added 50.37%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
22,375
shares
|
$5.66 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
22,212
shares
|
$5.62 Million
0.6% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
22,001
shares
|
$5.56 Million
0.23% of portfolio
|
Q2 2025
Added 682.12%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
21,839
shares
|
$5.52 Million
0.06% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,694
shares
|
$5.49 Million
1.24% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
21,416
shares
|
$5.42 Million
2.71% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,332
shares
|
$5.39 Million
4.26% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
21,210
shares
|
$5.36 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
21,016
shares
|
$5.31 Million
1.23% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,758
shares
|
$5.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.08%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
20,468
shares
|
$5.18 Million
6.57% of portfolio
|
Q3 2022
Reduced 8.75%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
20,335
shares
|
$5.14 Million
0.45% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,131
shares
|
$5.09 Million
1.9% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
20,128
shares
|
$5.09 Million
1.7% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
19,664
shares
|
$4.97 Million
0.19% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
19,427
shares
|
$4.91 Million
0.3% of portfolio
|
Q3 2025
Added 2.0%
|