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 1,108 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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
19,649
shares
|
$4.84 Million
0.02% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
19,586
shares
|
$4.82 Million
0.8% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
19,552
shares
|
$4.81 Million
0.0% of portfolio
|
Q3 2025
Added 51.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
19,466
shares
|
$4.79 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
19,427
shares
|
$4.78 Million
0.3% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
19,274
shares
|
$4.74 Million
2.22% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
19,269
shares
|
$4.74 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
19,210
shares
|
$4.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
19,187
shares
|
$4.72 Million
2.98% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18,853
shares
|
$4.64 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,445
shares
|
$4.54 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
18,398
shares
|
$4.53 Million
3.45% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
18,251
shares
|
$4.49 Million
0.08% of portfolio
|
Q3 2025
Reduced 76.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,169
shares
|
$4.47 Million
0.01% of portfolio
|
Q3 2025
Added 132.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
17,942
shares
|
$4.41 Million
0.32% of portfolio
|
Q3 2025
Reduced 86.55%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
17,824
shares
|
$4.39 Million
4.16% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,703
shares
|
$4.36 Million
0.03% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
17,661
shares
|
$4.35 Million
0.23% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17,605
shares
|
$4.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
17,383
shares
|
$4.28 Million
0.96% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,234
shares
|
$4.24 Million
0.13% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
17,195
shares
|
$4.23 Million
1.06% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,105
shares
|
$4.21 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
17,010
shares
|
$4.19 Million
0.13% of portfolio
|
Q3 2025
Reduced 76.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,908
shares
|
$4.16 Million
0.13% of portfolio
|
Q3 2025
Added 2.4%
|
|