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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
13,965
shares
|
$3.44 Million
2.36% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
13,830
shares
|
$3.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 54.61%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
13,699
shares
|
$3.37 Million
1.1% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
13,689
shares
|
$3.37 Million
1.53% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,626
shares
|
$3.35 Million
0.55% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
13,498
shares
|
$3.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
13,470
shares
|
$3.31 Million
0.08% of portfolio
|
Q3 2025
Added 44.95%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,362
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2025
Added 630.16%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
13,306
shares
|
$3.27 Million
1.9% of portfolio
|
Q4 2025
Added 54.11%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
13,294
shares
|
$3.27 Million
1.25% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,281
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 31.51%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,263
shares
|
$3.26 Million
1.43% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
13,076
shares
|
$3.22 Million
0.1% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
12,689
shares
|
$3.12 Million
0.41% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
12,685
shares
|
$3.12 Million
1.16% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
12,566
shares
|
$3.09 Million
0.34% of portfolio
|
Q3 2025
Added 753.09%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
12,501
shares
|
$3.08 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
12,405
shares
|
$3.05 Million
0.87% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,345
shares
|
$3.04 Million
0.18% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
12,314
shares
|
$3.03 Million
0.29% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,221
shares
|
$3.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
12,079
shares
|
$2.97 Million
0.25% of portfolio
|
Q3 2025
Added 687.42%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
11,947
shares
|
$2.94 Million
0.36% of portfolio
|
Q3 2025
Added 48.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,939
shares
|
$2.94 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,891
shares
|
$2.93 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|