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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
1,110
shares
|
$262,859
0.01% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,096
shares
|
$259,543
0.09% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
1,095
shares
|
$259,306
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,095
shares
|
$259,306
0.0% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,089
shares
|
$257,886
0.22% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,084
shares
|
$256,702
0.17% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,080
shares
|
$255,754
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
1,077
shares
|
$255,044
0.02% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
1,068
shares
|
$252,913
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,055
shares
|
$249,834
0.0% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,055
shares
|
$249,834
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,050
shares
|
$248,650
0.09% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,045
shares
|
$247,466
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
1,044
shares
|
$247,229
0.1% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,043
shares
|
$246,992
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
1,041
shares
|
$246,519
0.07% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,040
shares
|
$246,282
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
1,037
shares
|
$245,571
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,032
shares
|
$244,387
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
1,032
shares
|
$244,387
0.1% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
1,032
shares
|
$244,387
0.04% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
1,031
shares
|
$244,151
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,017
shares
|
$240,835
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
1,009
shares
|
$238,941
0.1% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$236,810
0.01% of portfolio
|
Q3 2024
New holding
|