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 1,106 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 |
|---|---|---|---|---|---|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
9,096
shares
|
$2.24 Million
2.98% of portfolio
|
Q2 2025
New holding
|
|
|
Spence Asset Management
|
Oct 14, 2025 Q3 2025 |
9,058
shares
|
$2.23 Million
0.49% of portfolio
|
Q3 2025
Added 246.52%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
9,035
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
9,032
shares
|
$2.22 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
8,894
shares
|
$2.19 Million
1.35% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
8,855
shares
|
$2.18 Million
0.78% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
8,837
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
8,773
shares
|
$2.16 Million
0.81% of portfolio
|
Q3 2025
Added 470.42%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
8,561
shares
|
$2.11 Million
0.59% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
8,404
shares
|
$2.07 Million
0.59% of portfolio
|
Q3 2025
Added 79.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,375
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
8,328
shares
|
$2.05 Million
0.23% of portfolio
|
Q4 2023
Closed
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,229
shares
|
$2.02 Million
0.08% of portfolio
|
Q3 2025
Added 659.83%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
8,136
shares
|
$2 Million
0.18% of portfolio
|
Q3 2025
Added 31.42%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,119
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,050
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2025
Added 88.92%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
8,034
shares
|
$1.98 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
7,996
shares
|
$1.97 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
7,980
shares
|
$1.96 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,963
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,962
shares
|
$1.96 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
7,954
shares
|
$1.96 Million
0.36% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
7,950
shares
|
$1.96 Million
0.28% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
7,840
shares
|
$1.93 Million
1.46% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,828
shares
|
$1.93 Million
0.31% of portfolio
|
Q3 2025
Added 0.06%
|
|