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 |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,231
shares
|
$3.84 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
16,102
shares
|
$3.81 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
15,999
shares
|
$3.79 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
15,925
shares
|
$3.77 Million
2.68% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
15,900
shares
|
$3.77 Million
1.03% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
15,770
shares
|
$3.73 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
15,715
shares
|
$3.72 Million
0.92% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
15,607
shares
|
$3.7 Million
0.11% of portfolio
|
Q1 2025
Added 115.27%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,443
shares
|
$3.66 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,200
shares
|
$3.6 Million
0.14% of portfolio
|
Q2 2025
Added 75.6%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,057
shares
|
$3.57 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,941
shares
|
$3.54 Million
0.11% of portfolio
|
Q4 2024
Added 106.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
14,685
shares
|
$3.48 Million
0.22% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
14,654
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
14,545
shares
|
$3.44 Million
0.03% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,460
shares
|
$3.42 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,153
shares
|
$3.35 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
13,947
shares
|
$3.3 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
13,893
shares
|
$3.29 Million
1.13% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,769
shares
|
$3.26 Million
0.43% of portfolio
|
Q1 2025
Added 24.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,699
shares
|
$3.24 Million
0.27% of portfolio
|
Q1 2025
Added 108.86%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,687
shares
|
$3.24 Million
2.54% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
13,631
shares
|
$3.23 Million
2.73% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
13,502
shares
|
$3.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
13,455
shares
|
$3.19 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.17%
|