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 1,015 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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,005
shares
|
$711,614
0.03% of portfolio
|
Q2 2025
Reduced 63.5%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,979
shares
|
$705,456
0.14% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
2,967
shares
|
$702,615
0.28% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,940
shares
|
$696,221
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,920
shares
|
$691,485
0.08% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,913
shares
|
$689,827
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,893
shares
|
$685,091
0.19% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
2,864
shares
|
$678,223
0.25% of portfolio
|
Q1 2025
Reduced 93.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,850
shares
|
$674,908
0.02% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
2,846
shares
|
$673,961
0.52% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,840
shares
|
$672,540
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,839
shares
|
$672,303
0.0% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
2,830
shares
|
$670,172
0.31% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,813
shares
|
$666,146
0.05% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,808
shares
|
$664,962
0.05% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,787
shares
|
$659,989
0.19% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,767
shares
|
$655,253
0.04% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
2,725
shares
|
$645,307
0.5% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,721
shares
|
$644,360
0.18% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,714
shares
|
$642,702
0.02% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,705
shares
|
$640,571
0.01% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,690
shares
|
$637,018
0.06% of portfolio
|
Q2 2022
Reduced 27.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,676
shares
|
$633,703
0.04% of portfolio
|
Q1 2025
Reduced 64.19%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,634
shares
|
$623,757
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
2,614
shares
|
$619,021
0.13% of portfolio
|
Q2 2025
New holding
|