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 1,109 institutions that hold shares in the stock, with a total of 65.7 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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
523,868
shares
|
$129 Million
1.05% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
508,703
shares
|
$125 Million
0.08% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
487,762
shares
|
$120 Million
0.16% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
467,040
shares
|
$115 Million
0.67% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
464,403
shares
|
$114 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
439,225
shares
|
$108 Million
0.17% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
417,834
shares
|
$103 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
416,439
shares
|
$102 Million
0.02% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
404,210
shares
|
$99.5 Million
19.27% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
360,382
shares
|
$88.7 Million
0.12% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
360,077
shares
|
$88.6 Million
3.2% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
318,438
shares
|
$78.4 Million
11.2% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,147
shares
|
$76.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
301,241
shares
|
$74.1 Million
2.55% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
299,390
shares
|
$73.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
295,778
shares
|
$72.8 Million
0.05% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
270,886
shares
|
$66.7 Million
0.78% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
257,073
shares
|
$63.3 Million
1.05% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
246,235
shares
|
$60.6 Million
0.06% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
242,492
shares
|
$59.7 Million
6.83% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
220,151
shares
|
$54.2 Million
0.28% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
219,222
shares
|
$53.9 Million
2.85% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
211,754
shares
|
$52.1 Million
0.15% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
211,106
shares
|
$51.9 Million
9.28% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
196,940
shares
|
$48.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.05%
|
|