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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
6,073
shares
|
$1.44 Million
0.39% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,067
shares
|
$1.44 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
6,067
shares
|
$1.44 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
6,000
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
5,982
shares
|
$1.42 Million
1.04% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,952
shares
|
$1.41 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
5,940
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,933
shares
|
$1.4 Million
0.27% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,881
shares
|
$1.39 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,806
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
5,790
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,738
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,722
shares
|
$1.36 Million
0.39% of portfolio
|
Q2 2025
Added 43.44%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
5,702
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,669
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,658
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,634
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
5,517
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
5,445
shares
|
$1.29 Million
0.47% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,438
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 67.79%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,387
shares
|
$1.28 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,303
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
5,300
shares
|
$1.26 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,281
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5,266
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|