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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
228
shares
|
$53,992
0.0% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
226
shares
|
$53,519
0.05% of portfolio
|
Q3 2022
Added 32.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
216
shares
|
$51,150
0.0% of portfolio
|
Q2 2025
Added 44.97%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
214
shares
|
$50,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$49,730
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
203
shares
|
$48,072
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
202
shares
|
$47,835
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
197
shares
|
$46,651
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
194
shares
|
$45,941
0.02% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
179
shares
|
$42,388
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
177
shares
|
$41,915
0.0% of portfolio
|
Q1 2025
Reduced 91.35%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
177
shares
|
$41,915
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
176
shares
|
$41,678
0.0% of portfolio
|
Q1 2025
Added 81.44%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
171
shares
|
$40,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
170
shares
|
$40,257
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$39,547
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
163
shares
|
$38,600
0.0% of portfolio
|
Q2 2025
Added 262.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
161
shares
|
$38,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
160
shares
|
$37,889
0.0% of portfolio
|
Q4 2022
Reduced 18.37%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
155
shares
|
$36,705
0.0% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
150
shares
|
$35,521
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
149
shares
|
$35,284
0.01% of portfolio
|
Q1 2025
Added 140.32%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
149
shares
|
$35,284
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
143
shares
|
$33,863
0.1% of portfolio
|
Q1 2025
Reduced 89.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
142
shares
|
$33,627
0.0% of portfolio
|
Q1 2025
Added 12.7%
|