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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
987
shares
|
$233,731
0.16% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
970
shares
|
$229,705
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
960
shares
|
$227,337
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
956
shares
|
$226,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
950
shares
|
$224,969
0.04% of portfolio
|
Q4 2023
Reduced 25.78%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
937
shares
|
$221,890
0.03% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
927
shares
|
$219,522
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
921
shares
|
$218,102
0.04% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
908
shares
|
$215,023
0.0% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
894
shares
|
$211,708
0.05% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
883
shares
|
$209,103
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
872
shares
|
$206,498
0.02% of portfolio
|
Q1 2025
Reduced 19.11%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
869
shares
|
$205,787
0.04% of portfolio
|
Q3 2022
Reduced 1.7%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
865
shares
|
$204,840
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
851
shares
|
$201,525
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
845
shares
|
$200,104
0.0% of portfolio
|
Q1 2025
Reduced 24.89%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
834
shares
|
$197,499
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
830
shares
|
$196,552
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
822
shares
|
$194,657
0.0% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
814
shares
|
$192,763
0.12% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
799
shares
|
$189,211
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
758
shares
|
$179,501
0.08% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
743
shares
|
$175,949
0.04% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
737
shares
|
$174,528
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
706
shares
|
$167,187
0.02% of portfolio
|
Q2 2023
Reduced 0.98%
|