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 |
|---|---|---|---|---|---|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
1,296
shares
|
$306,905
0.13% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
1,289
shares
|
$305,248
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,273
shares
|
$301,459
0.11% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,271
shares
|
$300,985
0.03% of portfolio
|
Q2 2025
Reduced 39.85%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
1,268
shares
|
$300,275
0.2% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,266
shares
|
$299,801
0.0% of portfolio
|
Q1 2025
Reduced 44.01%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
1,263
shares
|
$299,091
0.03% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,260
shares
|
$298,380
0.05% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,255
shares
|
$297,196
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,252
shares
|
$296,486
0.23% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,251
shares
|
$296,249
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,250
shares
|
$296,012
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,243
shares
|
$294,354
0.01% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,242
shares
|
$294,118
0.09% of portfolio
|
Q2 2025
Added 1534.21%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,241
shares
|
$293,881
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
1,234
shares
|
$292,223
0.07% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,232
shares
|
$291,749
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
1,231
shares
|
$291,513
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
1,228
shares
|
$290,802
0.02% of portfolio
|
Q4 2024
Reduced 97.9%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
1,219
shares
|
$288,671
0.19% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,214
shares
|
$287,487
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
1,210
shares
|
$286,540
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,204
shares
|
$285,119
0.02% of portfolio
|
Q1 2023
Reduced 15.21%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
1,202
shares
|
$284,645
0.2% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
1,195
shares
|
$282,987
0.22% of portfolio
|
Q1 2025
Added 0.08%
|