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 |
|---|---|---|---|---|---|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
18,877
shares
|
$4.47 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
18,790
shares
|
$4.45 Million
2.11% of portfolio
|
Q2 2025
Added 92.92%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,767
shares
|
$4.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
18,508
shares
|
$4.38 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
18,217
shares
|
$4.31 Million
0.12% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
18,183
shares
|
$4.31 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
18,066
shares
|
$4.28 Million
2.86% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
17,719
shares
|
$4.2 Million
0.45% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,703
shares
|
$4.19 Million
0.03% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
17,686
shares
|
$4.19 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
17,170
shares
|
$4.07 Million
0.71% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
17,106
shares
|
$4.05 Million
0.04% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,105
shares
|
$4.05 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
17,096
shares
|
$4.05 Million
0.11% of portfolio
|
Q1 2025
Added 80.17%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
17,049
shares
|
$4.04 Million
0.95% of portfolio
|
Q1 2025
Added 678.49%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
16,994
shares
|
$4.02 Million
1.16% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
16,970
shares
|
$4.02 Million
0.65% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,933
shares
|
$4.01 Million
0.11% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
16,903
shares
|
$4 Million
5.23% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
16,874
shares
|
$4 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16,724
shares
|
$3.96 Million
0.32% of portfolio
|
Q3 2022
Added 3.2%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
16,712
shares
|
$3.96 Million
0.93% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
16,588
shares
|
$3.93 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
16,404
shares
|
$3.88 Million
0.44% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
16,329
shares
|
$3.87 Million
1.82% of portfolio
|
Q2 2025
New holding
|