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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
26,972
shares
|
$6.39 Million
0.65% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
26,672
shares
|
$6.32 Million
0.03% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
26,629
shares
|
$6.31 Million
0.35% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
26,574
shares
|
$6.29 Million
2.08% of portfolio
|
Q1 2025
Added 1651.75%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
26,385
shares
|
$6.25 Million
0.21% of portfolio
|
Q2 2025
Added 130.34%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
26,294
shares
|
$6.23 Million
0.61% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,283
shares
|
$6.22 Million
0.06% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
26,064
shares
|
$6.17 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
25,834
shares
|
$6.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,678
shares
|
$6.08 Million
0.89% of portfolio
|
Q4 2022
Added 93.23%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
25,095
shares
|
$5.94 Million
4.28% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,883
shares
|
$5.89 Million
0.3% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
24,704
shares
|
$5.85 Million
0.51% of portfolio
|
Q1 2025
Added 441.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
24,474
shares
|
$5.8 Million
0.38% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
24,437
shares
|
$5.79 Million
0.05% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,048
shares
|
$5.69 Million
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,048
shares
|
$5.69 Million
0.74% of portfolio
|
Q4 2022
Reduced 15.78%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
24,003
shares
|
$5.68 Million
3.26% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
23,990
shares
|
$5.68 Million
1.75% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,929
shares
|
$5.67 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
23,779
shares
|
$5.63 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
23,686
shares
|
$5.61 Million
0.61% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
23,507
shares
|
$5.57 Million
0.52% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
23,374
shares
|
$5.54 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
23,034
shares
|
$5.45 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.32%
|