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 1,064 institutions that hold shares in the stock, with a total of 70.8 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,639,702
shares
|
$3.11 Billion
0.93% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
7,583,456
shares
|
$1.86 Billion
3.77% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,942,400
shares
|
$723 Million
0.25% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,521,073
shares
|
$619 Million
0.04% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$588 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,302,103
shares
|
$566 Million
0.2% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,855,684
shares
|
$456 Million
1.07% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,506,471
shares
|
$370 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,231,042
shares
|
$302 Million
0.08% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,210,478
shares
|
$297 Million
3.5% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
1,206,090
shares
|
$296 Million
1.54% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,144,119
shares
|
$281 Million
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,122,722
shares
|
$276 Million
0.49% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,031,275
shares
|
$253 Million
5.67% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,018,853
shares
|
$250 Million
0.44% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
916,637
shares
|
$225 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
899,569
shares
|
$221 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
868,884
shares
|
$213 Million
0.04% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
840,493
shares
|
$206 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
816,016
shares
|
$200 Million
0.26% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
788,870
shares
|
$194 Million
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
659,781
shares
|
$162 Million
4.04% of portfolio
|
Q2 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$149 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
538,923
shares
|
$132 Million
0.02% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
502,479
shares
|
$123 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.05%
|