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 1,110 institutions that hold shares in the stock, with a total of 65.7 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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,595,040
shares
|
$1.87 Billion
3.32% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,193,973
shares
|
$1.52 Billion
0.49% of portfolio
|
Q3 2025
Reduced 51.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,260,276
shares
|
$802 Million
0.05% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,063,251
shares
|
$754 Million
0.26% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,639,443
shares
|
$649 Million
0.21% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,394,186
shares
|
$589 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,506,471
shares
|
$371 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,465,131
shares
|
$361 Million
0.82% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,321,883
shares
|
$325 Million
0.08% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,239,000
shares
|
$305 Million
0.02% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
1,223,490
shares
|
$301 Million
1.54% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,151,952
shares
|
$283 Million
0.49% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,133,565
shares
|
$279 Million
3.34% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,030,720
shares
|
$254 Million
5.38% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,001,260
shares
|
$246 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
916,637
shares
|
$226 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
911,115
shares
|
$224 Million
0.7% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
870,892
shares
|
$214 Million
0.01% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
865,845
shares
|
$213 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
758,362
shares
|
$187 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
739,133
shares
|
$182 Million
0.02% of portfolio
|
Q3 2025
Added 83.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
716,736
shares
|
$176 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
664,061
shares
|
$163 Million
4.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
630,865
shares
|
$155 Million
0.47% of portfolio
|
Q3 2025
Added 47.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
607,603
shares
|
$150 Million
5.03% of portfolio
|
Q3 2022
Added 1.85%
|
|