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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,567
shares
|
$371,081
0.0% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
1,566
shares
|
$370,844
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,546
shares
|
$366,108
0.12% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,541
shares
|
$364,924
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,537
shares
|
$363,976
0.11% of portfolio
|
Q1 2025
Added 95.05%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,535
shares
|
$363,503
0.14% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
1,534
shares
|
$363,266
0.03% of portfolio
|
Q1 2025
Reduced 76.92%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
1,515
shares
|
$358,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,510
shares
|
$357,583
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,508
shares
|
$357,109
0.03% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,503
shares
|
$355,925
0.01% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,502
shares
|
$355,688
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
1,495
shares
|
$354,030
0.96% of portfolio
|
Q1 2025
Added 190.86%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
1,489
shares
|
$352,610
0.08% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,481
shares
|
$350,715
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,478
shares
|
$350,005
0.0% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,478
shares
|
$350,005
0.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
1,467
shares
|
$347,400
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
1,457
shares
|
$345,032
0.01% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
1,457
shares
|
$345,032
0.11% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
1,456
shares
|
$344,795
0.17% of portfolio
|
Q2 2024
Added 25.73%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
1,444
shares
|
$341,953
0.06% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
1,440
shares
|
$341,006
0.19% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,439
shares
|
$340,769
0.01% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
1,437
shares
|
$340,295
0.05% of portfolio
|
Q1 2025
Added 20.86%
|