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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
3,448
shares
|
$816,520
0.37% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,392
shares
|
$803,259
0.2% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,391
shares
|
$803,022
0.04% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,378
shares
|
$799,944
0.39% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
3,377
shares
|
$799,707
0.18% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,372
shares
|
$798,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,338
shares
|
$790,471
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,327
shares
|
$787,866
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
3,298
shares
|
$780,999
0.4% of portfolio
|
Q3 2024
Reduced 79.59%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
3,294
shares
|
$780,052
0.58% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
3,294
shares
|
$780,052
0.22% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,232
shares
|
$765,369
0.13% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,222
shares
|
$763,001
0.15% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
3,221
shares
|
$762,765
0.32% of portfolio
|
Q1 2025
Added 59.93%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,214
shares
|
$761,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,208
shares
|
$759,686
0.06% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,201
shares
|
$758,028
0.39% of portfolio
|
Q2 2025
Added 33.77%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,189
shares
|
$755,187
0.01% of portfolio
|
Q1 2025
Added 63.54%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
3,180
shares
|
$753,055
0.18% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$745,477
0.17% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
3,065
shares
|
$725,822
0.41% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,054
shares
|
$723,217
0.02% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,043
shares
|
$720,612
0.15% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
3,033
shares
|
$718,244
0.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,032
shares
|
$718,007
0.39% of portfolio
|
Q1 2025
Added 6.54%
|