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 |
|---|---|---|---|---|---|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
6,095
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,086
shares
|
$1.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
6,078
shares
|
$1.5 Million
0.4% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
6,074
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
6,050
shares
|
$1.49 Million
0.96% of portfolio
|
Q4 2025
Added 56.37%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
6,029
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2025
Added 69.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
5,945
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
5,945
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2025
Reduced 29.26%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,943
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
5,940
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
5,858
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2025
Added 65.57%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,748
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
5,725
shares
|
$1.41 Million
0.28% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
5,702
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
5,698
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
5,693
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,683
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
5,683
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2025
Added 44.42%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,669
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,632
shares
|
$1.39 Million
0.48% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
5,602
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2025
Added 63.28%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,586
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
5,563
shares
|
$1.37 Million
0.26% of portfolio
|
Q4 2025
Added 10.05%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,546
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
5,515
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.04%
|
|