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 1,106 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$4,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
19
shares
|
$4,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$4,675
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
18
shares
|
$4,429
0.0% of portfolio
|
Q3 2025
Reduced 98.41%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
18
shares
|
$4,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
18
shares
|
$4,429
0.0% of portfolio
|
Q3 2025
Reduced 89.02%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$4,183
0.0% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$3,937
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
16
shares
|
$3,937
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$3,444
0.0% of portfolio
|
Q1 2024
Reduced 93.61%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$3,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
14
shares
|
$3,444
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
13
shares
|
$3,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
13
shares
|
$3,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
13
shares
|
$3,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
11
shares
|
$2,706
0.0% of portfolio
|
Q4 2019
Reduced 95.53%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$2,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
10
shares
|
$2,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
7
shares
|
$1,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
6
shares
|
$1,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
6
shares
|
$1,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$1,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
4
shares
|
$984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$984
0.0% of portfolio
|
Q3 2025
New holding
|
|