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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
9,791
shares
|
$2.32 Million
0.32% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,724
shares
|
$2.3 Million
0.21% of portfolio
|
Q2 2025
Added 144.38%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
9,688
shares
|
$2.29 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
9,638
shares
|
$2.28 Million
1.17% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
9,596
shares
|
$2.27 Million
1.39% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,533
shares
|
$2.26 Million
0.1% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
9,421
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
9,394
shares
|
$2.22 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,293
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,274
shares
|
$2.2 Million
0.56% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
9,215
shares
|
$2.18 Million
0.05% of portfolio
|
Q1 2025
Added 140.79%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,184
shares
|
$2.17 Million
0.49% of portfolio
|
Q2 2022
Added 18.56%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
9,168
shares
|
$2.17 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
9,035
shares
|
$2.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,012
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 26.73%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8,972
shares
|
$2.12 Million
0.13% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,959
shares
|
$2.12 Million
0.38% of portfolio
|
Q1 2025
Added 74.1%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
8,537
shares
|
$2.02 Million
0.94% of portfolio
|
Q1 2025
Added 48.73%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
8,458
shares
|
$2 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
8,323
shares
|
$1.97 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,322
shares
|
$1.97 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
8,232
shares
|
$1.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,189
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
8,149
shares
|
$1.93 Million
1.27% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,090
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.52%
|