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 1,016 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 |
|---|---|---|---|---|---|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
2,205
shares
|
$523,819
0.02% of portfolio
|
Q4 2021
Added 0.27%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$507,428
0.26% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,122
shares
|
$504,102
0.0% of portfolio
|
Q2 2023
Reduced 10.05%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,120
shares
|
$503,627
0.0% of portfolio
|
Q1 2025
Added 69.33%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,099
shares
|
$498,638
0.09% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,091
shares
|
$496,737
0.02% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,088
shares
|
$496,025
0.13% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,087
shares
|
$495,787
0.02% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
2,077
shares
|
$493,412
0.16% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,072
shares
|
$492,224
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,070
shares
|
$491,749
0.36% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
2,069
shares
|
$491,511
0.06% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,064
shares
|
$490,323
0.02% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
2,048
shares
|
$486,522
0.05% of portfolio
|
Q3 2023
Reduced 23.58%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
2,036
shares
|
$483,672
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,029
shares
|
$482,009
0.39% of portfolio
|
Q2 2025
Added 46.18%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
2,023
shares
|
$480,583
0.07% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,019
shares
|
$479,633
0.01% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,006
shares
|
$476,545
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,987
shares
|
$472,031
0.05% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,974
shares
|
$468,943
0.04% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
1,959
shares
|
$465,380
0.23% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,955
shares
|
$464,429
0.02% of portfolio
|
Q3 2023
Added 7.48%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
1,950
shares
|
$463,242
0.17% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
1,946
shares
|
$462,291
0.24% of portfolio
|
Q1 2025
Added 1.14%
|