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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,935
shares
|
$458,227
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,928
shares
|
$456,569
0.03% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
1,922
shares
|
$455,148
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,907
shares
|
$451,596
0.01% of portfolio
|
Q1 2025
Added 1516.1%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,895
shares
|
$448,754
0.06% of portfolio
|
Q2 2025
Added 177.86%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
1,895
shares
|
$448,754
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,889
shares
|
$447,334
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,878
shares
|
$444,729
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
1,876
shares
|
$444,255
0.31% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
1,852
shares
|
$438,572
0.03% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
1,845
shares
|
$436,914
0.05% of portfolio
|
Q3 2023
Reduced 20.99%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,842
shares
|
$436,204
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,829
shares
|
$433,125
0.0% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,823
shares
|
$431,704
0.03% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
1,821
shares
|
$431,231
0.2% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
1,817
shares
|
$430,283
0.02% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,805
shares
|
$427,442
0.2% of portfolio
|
Q4 2023
Reduced 13.01%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
1,804
shares
|
$427,205
0.03% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,801
shares
|
$426,494
0.0% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,798
shares
|
$425,784
0.08% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,796
shares
|
$425,310
0.16% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,789
shares
|
$423,653
0.06% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,775
shares
|
$420,337
0.13% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
1,775
shares
|
$420,337
0.1% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,765
shares
|
$417,969
0.19% of portfolio
|
Q2 2025
Added 30.16%
|