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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,853
shares
|
$5.41 Million
0.54% of portfolio
|
Q1 2025
Added 56.45%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
22,818
shares
|
$5.4 Million
0.88% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
22,405
shares
|
$5.31 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
22,230
shares
|
$5.26 Million
0.98% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
22,179
shares
|
$5.25 Million
0.06% of portfolio
|
Q4 2022
Added 18.68%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
21,921
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
21,701
shares
|
$5.14 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,694
shares
|
$5.14 Million
1.24% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
21,620
shares
|
$5.12 Million
2.68% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,332
shares
|
$5.05 Million
4.26% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,204
shares
|
$5.02 Million
0.1% of portfolio
|
Q1 2025
Added 69.0%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,172
shares
|
$5.01 Million
3.79% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
21,066
shares
|
$4.99 Million
3.74% of portfolio
|
Q1 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
20,468
shares
|
$4.85 Million
6.57% of portfolio
|
Q3 2022
Reduced 8.75%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
20,424
shares
|
$4.84 Million
0.02% of portfolio
|
Q1 2025
Added 54.39%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
20,335
shares
|
$4.82 Million
0.41% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
20,248
shares
|
$4.79 Million
0.06% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
20,009
shares
|
$4.74 Million
0.54% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
19,899
shares
|
$4.71 Million
1.75% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
19,796
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.97%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
19,592
shares
|
$4.64 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
19,348
shares
|
$4.58 Million
0.79% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
19,211
shares
|
$4.55 Million
2.54% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
19,075
shares
|
$4.52 Million
2.24% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
19,049
shares
|
$4.51 Million
0.32% of portfolio
|
Q1 2025
Added 112.29%
|