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 1,107 institutions that hold shares in the stock, with a total of 65.8 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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7,744
shares
|
$1.91 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
7,703
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
7,663
shares
|
$1.89 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
7,655
shares
|
$1.88 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,645
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
7,484
shares
|
$1.84 Million
0.51% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
7,468
shares
|
$1.84 Million
0.99% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
7,440
shares
|
$1.83 Million
0.36% of portfolio
|
Q3 2025
Added 105.41%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,340
shares
|
$1.81 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
7,331
shares
|
$1.8 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
7,330
shares
|
$1.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
7,320
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
7,298
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Added 126.65%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
7,293
shares
|
$1.79 Million
1.85% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,281
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
7,278
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 58.46%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
7,248
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 910.88%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
7,225
shares
|
$1.78 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
7,189
shares
|
$1.77 Million
0.32% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,186
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.49%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
7,090
shares
|
$1.74 Million
0.46% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
7,075
shares
|
$1.74 Million
1.49% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
7,034
shares
|
$1.73 Million
1.24% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
7,018
shares
|
$1.73 Million
0.75% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,005
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2024
Reduced 47.08%
|
|