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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
22,179
shares
|
$5.1 Million
0.06% of portfolio
|
Q4 2022
Added 18.68%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
21,921
shares
|
$5.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
21,701
shares
|
$4.99 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
21,620
shares
|
$4.98 Million
2.68% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,332
shares
|
$4.91 Million
4.26% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,204
shares
|
$4.88 Million
0.1% of portfolio
|
Q1 2025
Added 69.0%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,172
shares
|
$4.87 Million
3.79% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
21,066
shares
|
$4.85 Million
3.74% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,804
shares
|
$4.79 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
20,468
shares
|
$4.71 Million
6.57% of portfolio
|
Q3 2022
Reduced 8.75%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
20,424
shares
|
$4.7 Million
0.02% of portfolio
|
Q1 2025
Added 54.39%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
20,335
shares
|
$4.68 Million
0.41% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
20,248
shares
|
$4.66 Million
0.06% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
19,899
shares
|
$4.58 Million
1.75% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
19,796
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.97%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
19,592
shares
|
$4.51 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
19,211
shares
|
$4.42 Million
2.54% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
19,075
shares
|
$4.39 Million
2.24% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
19,049
shares
|
$4.38 Million
0.32% of portfolio
|
Q1 2025
Added 112.29%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
18,899
shares
|
$4.35 Million
0.44% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
18,893
shares
|
$4.35 Million
0.67% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
18,877
shares
|
$4.34 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,767
shares
|
$4.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
18,508
shares
|
$4.26 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
18,217
shares
|
$4.19 Million
0.12% of portfolio
|
Q1 2025
Added 4.55%
|