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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
1,753
shares
|
$415,127
0.0% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,752
shares
|
$414,891
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
1,724
shares
|
$408,260
0.31% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,714
shares
|
$405,892
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
1,711
shares
|
$405,181
0.31% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,709
shares
|
$404,708
0.05% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,684
shares
|
$398,788
0.0% of portfolio
|
Q1 2025
Reduced 62.39%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
1,682
shares
|
$398,314
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,681
shares
|
$398,077
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
1,675
shares
|
$396,656
0.24% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
1,670
shares
|
$395,472
0.17% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,666
shares
|
$394,525
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,663
shares
|
$393,815
0.05% of portfolio
|
Q1 2025
Reduced 36.62%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,659
shares
|
$392,867
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$390,499
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
1,643
shares
|
$389,078
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
1,631
shares
|
$386,237
0.15% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,630
shares
|
$386,000
0.0% of portfolio
|
Q4 2022
Reduced 35.19%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,622
shares
|
$384,105
0.15% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,600
shares
|
$378,896
0.07% of portfolio
|
Q2 2025
Reduced 44.96%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,600
shares
|
$378,896
0.03% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,597
shares
|
$378,185
0.07% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
1,594
shares
|
$377,475
0.01% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,590
shares
|
$376,527
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,583
shares
|
$374,870
0.02% of portfolio
|
Q2 2025
Added 21.49%
|