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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
16,855
shares
|
$4.15 Million
0.38% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
16,804
shares
|
$4.13 Million
0.51% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
16,724
shares
|
$4.12 Million
0.32% of portfolio
|
Q3 2022
Added 3.2%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
16,542
shares
|
$4.07 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,231
shares
|
$3.99 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
16,161
shares
|
$3.98 Million
1.87% of portfolio
|
Q2 2025
Added 390.02%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
16,112
shares
|
$3.96 Million
0.84% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
16,018
shares
|
$3.94 Million
0.27% of portfolio
|
Q3 2025
Added 925.48%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
15,974
shares
|
$3.93 Million
0.26% of portfolio
|
Q3 2025
Reduced 33.63%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
15,934
shares
|
$3.92 Million
8.41% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
15,927
shares
|
$3.92 Million
3.35% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
15,582
shares
|
$3.83 Million
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
15,563
shares
|
$3.83 Million
1.15% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
15,480
shares
|
$3.81 Million
0.68% of portfolio
|
Q3 2025
Reduced 47.43%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,443
shares
|
$3.8 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
15,390
shares
|
$3.79 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,123
shares
|
$3.72 Million
0.1% of portfolio
|
Q3 2025
Reduced 17.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
15,066
shares
|
$3.71 Million
0.26% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
14,871
shares
|
$3.66 Million
2.95% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,846
shares
|
$3.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 33.92%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
14,657
shares
|
$3.61 Million
3.08% of portfolio
|
Q3 2025
Reduced 18.28%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
14,481
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 74.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,460
shares
|
$3.56 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
14,278
shares
|
$3.51 Million
0.2% of portfolio
|
Q3 2025
Added 30.01%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
14,200
shares
|
$3.49 Million
0.21% of portfolio
|
Q3 2025
Added 23.48%
|
|