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 |
|---|---|---|---|---|---|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
11,300
shares
|
$2.68 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
11,273
shares
|
$2.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 79.25%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
11,247
shares
|
$2.66 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,213
shares
|
$2.66 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,069
shares
|
$2.62 Million
0.08% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
10,879
shares
|
$2.58 Million
0.07% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,857
shares
|
$2.57 Million
2.21% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
10,820
shares
|
$2.56 Million
0.21% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,784
shares
|
$2.55 Million
0.12% of portfolio
|
Q1 2025
Reduced 50.96%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
10,707
shares
|
$2.54 Million
0.83% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
10,553
shares
|
$2.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,538
shares
|
$2.5 Million
0.05% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
10,521
shares
|
$2.49 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,452
shares
|
$2.48 Million
0.62% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,383
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
10,365
shares
|
$2.45 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
10,339
shares
|
$2.45 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,307
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Added 37.46%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,170
shares
|
$2.41 Million
0.66% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10,115
shares
|
$2.4 Million
0.31% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,882
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
9,874
shares
|
$2.34 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
9,865
shares
|
$2.34 Million
0.26% of portfolio
|
Q1 2025
Added 246525.0%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
9,855
shares
|
$2.33 Million
1.28% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,820
shares
|
$2.33 Million
1.32% of portfolio
|
Q4 2024
Added 137.14%
|