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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,376
shares
|
$3.17 Million
0.12% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,281
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2023
Reduced 31.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,193
shares
|
$3.12 Million
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
13,001
shares
|
$3.08 Million
0.07% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
12,995
shares
|
$3.08 Million
1.12% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,848
shares
|
$3.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
12,732
shares
|
$3.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
12,712
shares
|
$3.01 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
12,521
shares
|
$2.97 Million
1.32% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
12,447
shares
|
$2.95 Million
0.11% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
12,307
shares
|
$2.91 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
12,268
shares
|
$2.91 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
12,056
shares
|
$2.85 Million
1.81% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,011
shares
|
$2.84 Million
0.17% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,891
shares
|
$2.82 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
11,873
shares
|
$2.81 Million
1.29% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,748
shares
|
$2.78 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,648
shares
|
$2.76 Million
0.06% of portfolio
|
Q1 2025
Added 886.28%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,644
shares
|
$2.76 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
11,616
shares
|
$2.75 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
11,605
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
11,593
shares
|
$2.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
11,522
shares
|
$2.73 Million
0.07% of portfolio
|
Q2 2025
Added 407.13%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
11,500
shares
|
$2.72 Million
0.17% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
11,478
shares
|
$2.72 Million
0.32% of portfolio
|
Q2 2025
Added 184.81%
|