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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
703
shares
|
$166,477
0.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
700
shares
|
$165,767
0.06% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
699
shares
|
$165,530
0.09% of portfolio
|
Q3 2023
Added 40.36%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
692
shares
|
$163,872
0.01% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
645
shares
|
$152,742
0.07% of portfolio
|
Q4 2024
Added 162.2%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
630
shares
|
$149,190
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
623
shares
|
$147,532
0.04% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
603
shares
|
$142,796
0.05% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
574
shares
|
$135,928
0.01% of portfolio
|
Q2 2024
Added 315.94%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
572
shares
|
$135,455
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
567
shares
|
$134,271
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
566
shares
|
$134,034
0.05% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
541
shares
|
$128,114
0.01% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
523
shares
|
$123,851
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
514
shares
|
$121,720
0.0% of portfolio
|
Q4 2024
Reduced 75.69%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
454
shares
|
$107,511
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
454
shares
|
$107,511
0.02% of portfolio
|
Q1 2025
Reduced 53.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
449
shares
|
$106,327
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
446
shares
|
$105,617
0.01% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
442
shares
|
$104,670
0.03% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
429
shares
|
$101,591
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
426
shares
|
$100,881
0.01% of portfolio
|
Q1 2025
Reduced 41.16%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
414
shares
|
$98,039
0.06% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
411
shares
|
$97,328
0.0% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
401
shares
|
$94,960
0.06% of portfolio
|
Q2 2025
Reduced 15.4%
|