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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,193
shares
|
$282,514
0.01% of portfolio
|
Q2 2025
Added 68.98%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,193
shares
|
$282,514
0.25% of portfolio
|
Q1 2025
Reduced 72.91%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,182
shares
|
$279,909
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,180
shares
|
$279,435
0.15% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,179
shares
|
$279,198
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,178
shares
|
$278,962
0.02% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,178
shares
|
$278,962
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,172
shares
|
$277,541
0.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,169
shares
|
$276,830
0.04% of portfolio
|
Q1 2022
Reduced 18.71%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,169
shares
|
$276,830
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
1,167
shares
|
$276,357
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
1,166
shares
|
$276,120
0.19% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,165
shares
|
$275,883
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,161
shares
|
$274,936
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,155
shares
|
$273,515
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
1,153
shares
|
$273,041
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
1,146
shares
|
$271,384
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,146
shares
|
$271,384
0.07% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
1,132
shares
|
$268,068
0.12% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,130
shares
|
$267,595
0.01% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,123
shares
|
$265,937
0.11% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,122
shares
|
$265,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,118
shares
|
$264,753
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
1,116
shares
|
$264,279
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,111
shares
|
$263,095
0.05% of portfolio
|
Q1 2025
Added 3.83%
|