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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
4,521
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
4,518
shares
|
$1.11 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
4,490
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
4,451
shares
|
$1.1 Million
0.83% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
4,447
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
4,430
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
4,395
shares
|
$1.08 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
4,378
shares
|
$1.08 Million
0.45% of portfolio
|
Q4 2025
Added 16.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,374
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Added 55.77%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
4,366
shares
|
$1.07 Million
0.93% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,362
shares
|
$1.07 Million
0.47% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
4,268
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2025
Added 6783.87%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
4,204
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,184
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
4,092
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
4,074
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,068
shares
|
$1 Million
0.11% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
4,067
shares
|
$1 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,060
shares
|
$999,044
0.01% of portfolio
|
Q2 2024
Added 407.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,036
shares
|
$993,138
0.1% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
4,026
shares
|
$990,677
0.29% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,976
shares
|
$978,374
0.24% of portfolio
|
Q2 2020
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
3,961
shares
|
$974,683
0.07% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,931
shares
|
$967,301
0.11% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
3,930
shares
|
$967,055
0.01% of portfolio
|
Q4 2025
Added 197.28%
|
|