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 66 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,345
shares
|
$3.04 Million
0.18% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
12,243
shares
|
$3.01 Million
1.27% of portfolio
|
Q4 2025
Added 17.35%
|
|
|
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
|
|
|
Spence Asset Management
|
Jan 09, 2026 Q4 2025 |
11,858
shares
|
$2.92 Million
0.5% of portfolio
|
Q4 2025
Added 30.91%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
11,856
shares
|
$2.92 Million
2.17% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,813
shares
|
$2.91 Million
0.09% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,791
shares
|
$2.9 Million
0.12% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
11,783
shares
|
$2.9 Million
0.11% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
11,705
shares
|
$2.88 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,646
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
11,620
shares
|
$2.86 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
11,596
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2025
Added 1112.97%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
11,497
shares
|
$2.83 Million
1.93% of portfolio
|
Q4 2025
Added 63.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,444
shares
|
$2.82 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
11,349
shares
|
$2.79 Million
0.59% of portfolio
|
Q4 2025
Added 16.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,307
shares
|
$2.78 Million
0.21% of portfolio
|
Q3 2025
Added 106.56%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
11,300
shares
|
$2.78 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
10,980
shares
|
$2.7 Million
1.02% of portfolio
|
Q4 2025
Added 56.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
10,882
shares
|
$2.68 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
10,868
shares
|
$2.67 Million
0.93% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,828
shares
|
$2.66 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.36%
|
|