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 1,010 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,545,598
shares
|
$2.73 Billion
0.78% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
10,698,617
shares
|
$2.53 Billion
9.88% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,423,029
shares
|
$1.76 Billion
3.49% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,929,874
shares
|
$694 Million
0.23% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$567 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,224,734
shares
|
$527 Million
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,960,110
shares
|
$464 Million
0.16% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,812,820
shares
|
$429 Million
1.01% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,506,471
shares
|
$357 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
1,295,090
shares
|
$307 Million
1.55% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,202,019
shares
|
$285 Million
3.17% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,071,106
shares
|
$254 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,062,702
shares
|
$252 Million
0.06% of portfolio
|
Q1 2025
Added 21.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,060,380
shares
|
$251 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.63%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,019,904
shares
|
$242 Million
5.36% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,018,853
shares
|
$241 Million
0.44% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
917,388
shares
|
$217 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
916,637
shares
|
$217 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
901,342
shares
|
$213 Million
0.1% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
840,493
shares
|
$199 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
781,068
shares
|
$185 Million
0.03% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
752,698
shares
|
$178 Million
0.26% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
704,551
shares
|
$167 Million
0.03% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
659,781
shares
|
$156 Million
4.04% of portfolio
|
Q2 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$144 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|