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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
189,799
shares
|
$44.9 Million
1.63% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
175,869
shares
|
$41.6 Million
3.44% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
175,423
shares
|
$41.5 Million
1.2% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
161,364
shares
|
$38.2 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
160,682
shares
|
$38.1 Million
1.83% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
154,926
shares
|
$36.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
140,208
shares
|
$33.2 Million
0.1% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
139,903
shares
|
$33.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
137,289
shares
|
$32.5 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
137,128
shares
|
$32.5 Million
2.52% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
135,398
shares
|
$32.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
134,912
shares
|
$31.9 Million
0.49% of portfolio
|
Q3 2022
Added 66.63%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
132,283
shares
|
$31.3 Million
0.33% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
129,658
shares
|
$30.7 Million
13.76% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
128,846
shares
|
$30.5 Million
1.73% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
128,632
shares
|
$30.5 Million
12.4% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
125,956
shares
|
$29.8 Million
0.27% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
118,764
shares
|
$28.1 Million
0.04% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
111,867
shares
|
$26.5 Million
0.14% of portfolio
|
Q1 2025
Added 55.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
110,157
shares
|
$26.1 Million
0.86% of portfolio
|
Q1 2025
Added 187.6%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
109,844
shares
|
$26 Million
0.02% of portfolio
|
Q1 2025
Added 71693.46%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
107,752
shares
|
$25.5 Million
6.38% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
103,213
shares
|
$24.4 Million
0.32% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
103,022
shares
|
$24.4 Million
2.92% of portfolio
|
Q1 2025
Reduced 22.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
101,538
shares
|
$24 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.2%
|