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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
140
shares
|
$33,153
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
137
shares
|
$32,442
0.01% of portfolio
|
Q2 2025
Reduced 42.68%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
137
shares
|
$32,442
0.01% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
131
shares
|
$31,022
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
130
shares
|
$30,785
0.0% of portfolio
|
Q1 2025
Reduced 56.95%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
127
shares
|
$30,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
127
shares
|
$30,074
0.01% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
122
shares
|
$28,890
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
120
shares
|
$28,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
115
shares
|
$27,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
107
shares
|
$25,338
0.01% of portfolio
|
Q1 2024
Reduced 24.65%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
102
shares
|
$24,154
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
101
shares
|
$23,917
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
101
shares
|
$23,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
100
shares
|
$23,681
0.01% of portfolio
|
Q1 2025
Reduced 68.94%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
100
shares
|
$23,681
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$23,681
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
100
shares
|
$23,681
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
100
shares
|
$23,681
0.0% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
97
shares
|
$22,970
0.0% of portfolio
|
Q2 2025
Reduced 94.14%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
94
shares
|
$22,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
90
shares
|
$21,312
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
88
shares
|
$20,839
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
87
shares
|
$20,602
0.02% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
86
shares
|
$20,365
0.0% of portfolio
|
Q2 2025
New holding
|