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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,502
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,485
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 120.37%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
5,414
shares
|
$1.33 Million
0.73% of portfolio
|
Q4 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
5,369
shares
|
$1.32 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
5,314
shares
|
$1.31 Million
0.49% of portfolio
|
Q4 2025
Added 190.38%
|
|
|
Parker Investment Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,291
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 27.81%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
5,243
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,166
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
5,108
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,056
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
4,985
shares
|
$1.23 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,920
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 224.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,918
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 45.85%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
4,897
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,837
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
4,836
shares
|
$1.19 Million
0.47% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,797
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
4,768
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 237.44%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
4,750
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
4,689
shares
|
$1.15 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
4,633
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,620
shares
|
$1.14 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
4,611
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,578
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2025
Added 50.44%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,573
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.89%
|
|