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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
1,433
shares
|
$339,348
0.15% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,431
shares
|
$338,875
0.06% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
1,416
shares
|
$335,322
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,402
shares
|
$332,007
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,395
shares
|
$330,349
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,384
shares
|
$327,745
0.0% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
1,375
shares
|
$325,613
0.05% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
1,372
shares
|
$324,903
0.19% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,352
shares
|
$320,167
0.17% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,350
shares
|
$319,693
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1,347
shares
|
$318,983
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,346
shares
|
$318,746
0.02% of portfolio
|
Q3 2023
Reduced 4.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
1,337
shares
|
$316,614
0.14% of portfolio
|
Q1 2025
Added 22.89%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
1,327
shares
|
$314,246
0.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,319
shares
|
$312,352
0.1% of portfolio
|
Q4 2022
Reduced 91.81%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,318
shares
|
$312,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,317
shares
|
$311,878
0.01% of portfolio
|
Q4 2024
Added 92.26%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
1,315
shares
|
$311,405
0.19% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,314
shares
|
$311,168
0.11% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,307
shares
|
$309,510
0.01% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,302
shares
|
$308,326
0.01% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
1,302
shares
|
$308,326
0.24% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,302
shares
|
$308,326
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
1,302
shares
|
$308,326
0.09% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,302
shares
|
$308,326
0.09% of portfolio
|
Q2 2024
Reduced 2.4%
|