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 |
|---|---|---|---|---|---|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
10,775
shares
|
$2.65 Million
0.84% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
10,713
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
10,674
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
10,629
shares
|
$2.62 Million
2.13% of portfolio
|
Q3 2025
Added 148.75%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
10,613
shares
|
$2.61 Million
0.6% of portfolio
|
Q4 2025
Added 58.54%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
10,612
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,514
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
10,450
shares
|
$2.57 Million
0.04% of portfolio
|
Q4 2025
Added 43.58%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
10,435
shares
|
$2.57 Million
0.88% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,286
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
10,247
shares
|
$2.52 Million
0.36% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
10,060
shares
|
$2.48 Million
0.07% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
10,057
shares
|
$2.47 Million
2.32% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
10,041
shares
|
$2.47 Million
0.15% of portfolio
|
Q4 2025
Reduced 3.59%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,954
shares
|
$2.45 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
9,889
shares
|
$2.43 Million
0.39% of portfolio
|
Q3 2025
Added 104.15%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,820
shares
|
$2.42 Million
1.32% of portfolio
|
Q4 2024
Added 137.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
9,770
shares
|
$2.4 Million
0.15% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
9,718
shares
|
$2.39 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
9,688
shares
|
$2.38 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
9,685
shares
|
$2.38 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,680
shares
|
$2.38 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,641
shares
|
$2.37 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
9,603
shares
|
$2.36 Million
0.47% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 16, 2026 Q4 2025 |
9,576
shares
|
$2.36 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.21%
|
|