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 1,109 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$984
0.0% of portfolio
|
Q3 2023
Reduced 88.57%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
4
shares
|
$984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3
shares
|
$738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
3
shares
|
$738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
2
shares
|
$492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1
shares
|
$246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1
shares
|
$246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|