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 |
|---|---|---|---|---|---|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
22,405
shares
|
$5.38 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
22,260
shares
|
$5.34 Million
0.33% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
22,230
shares
|
$5.34 Million
0.98% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
22,179
shares
|
$5.32 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
|
$5.26 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,694
shares
|
$5.21 Million
1.24% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
21,466
shares
|
$5.15 Million
0.11% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
21,416
shares
|
$5.14 Million
2.71% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
21,389
shares
|
$5.13 Million
3.05% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,332
shares
|
$5.12 Million
4.26% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,172
shares
|
$5.08 Million
3.79% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,758
shares
|
$4.98 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.08%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
20,468
shares
|
$4.91 Million
6.57% of portfolio
|
Q3 2022
Reduced 8.75%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
20,424
shares
|
$4.9 Million
0.02% of portfolio
|
Q1 2025
Added 54.39%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
20,335
shares
|
$4.88 Million
0.41% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
20,248
shares
|
$4.86 Million
0.06% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,131
shares
|
$4.83 Million
1.9% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
20,009
shares
|
$4.8 Million
0.54% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
19,796
shares
|
$4.75 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
|
$4.7 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
19,348
shares
|
$4.64 Million
0.79% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
19,211
shares
|
$4.61 Million
2.54% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
19,047
shares
|
$4.57 Million
0.36% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
18,877
shares
|
$4.53 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
18,790
shares
|
$4.51 Million
2.11% of portfolio
|
Q2 2025
Added 92.92%
|