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 |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,977
shares
|
$1.72 Million
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
6,947
shares
|
$1.71 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
6,945
shares
|
$1.71 Million
0.26% of portfolio
|
Q4 2025
Reduced 6.3%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
6,849
shares
|
$1.69 Million
0.45% of portfolio
|
Q4 2025
Reduced 20.0%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
6,838
shares
|
$1.68 Million
0.69% of portfolio
|
Q3 2025
Reduced 58.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
6,834
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2025
Added 89.89%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
6,807
shares
|
$1.67 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
6,763
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,743
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 122.69%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
6,724
shares
|
$1.65 Million
0.14% of portfolio
|
Q4 2025
Reduced 31.5%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
6,633
shares
|
$1.63 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
6,620
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2025
Added 85.69%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
6,609
shares
|
$1.63 Million
1.04% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
6,533
shares
|
$1.61 Million
0.69% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,513
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
6,484
shares
|
$1.6 Million
0.7% of portfolio
|
Q4 2025
Added 55.08%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
6,464
shares
|
$1.59 Million
0.66% of portfolio
|
Q4 2025
Reduced 3.58%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
6,416
shares
|
$1.58 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
6,354
shares
|
$1.56 Million
0.06% of portfolio
|
Q4 2025
Reduced 12.73%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,348
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,191
shares
|
$1.52 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,144
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
6,137
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
6,130
shares
|
$1.51 Million
0.61% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,118
shares
|
$1.51 Million
0.47% of portfolio
|
Q3 2025
Reduced 37.41%
|
|