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 |
|---|---|---|---|---|---|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,601
shares
|
$615,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,585
shares
|
$612,153
0.0% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,579
shares
|
$610,732
0.02% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,568
shares
|
$608,128
0.3% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,557
shares
|
$605,523
0.02% of portfolio
|
Q1 2025
Added 74.06%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,555
shares
|
$605,049
0.19% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,540
shares
|
$601,497
0.09% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
2,524
shares
|
$597,708
0.03% of portfolio
|
Q1 2025
Added 119.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,522
shares
|
$597,234
0.21% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,520
shares
|
$596,761
0.04% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,511
shares
|
$594,629
0.27% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,508
shares
|
$593,919
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,497
shares
|
$591,314
0.04% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,470
shares
|
$584,920
0.1% of portfolio
|
Q4 2022
Reduced 1.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,466
shares
|
$583,973
0.25% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
2,450
shares
|
$580,184
0.37% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
2,443
shares
|
$578,526
0.47% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,438
shares
|
$577,342
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,437
shares
|
$577,105
0.11% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,426
shares
|
$574,501
0.01% of portfolio
|
Q1 2025
Added 57.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,426
shares
|
$574,501
0.17% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,424
shares
|
$574,027
0.09% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
2,404
shares
|
$569,291
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
2,400
shares
|
$568,344
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,380
shares
|
$563,607
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|