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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,197
shares
|
$1.23 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,151
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Added 56.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
5,087
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
5,076
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,073
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,044
shares
|
$1.19 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
4,997
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,995
shares
|
$1.18 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,985
shares
|
$1.18 Million
0.62% of portfolio
|
Q1 2025
Reduced 26.51%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
4,968
shares
|
$1.18 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,953
shares
|
$1.17 Million
0.15% of portfolio
|
Q1 2025
Reduced 50.87%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
4,948
shares
|
$1.17 Million
0.21% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
4,890
shares
|
$1.16 Million
0.58% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,879
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 126.93%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
4,844
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
4,835
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
4,816
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,812
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
4,801
shares
|
$1.14 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
4,781
shares
|
$1.13 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,770
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 29.48%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,715
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,674
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,661
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
4,661
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.1%
|