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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,927
shares
|
$966,316
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
3,924
shares
|
$965,578
0.41% of portfolio
|
Q3 2025
Added 38.66%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
3,922
shares
|
$965,086
0.27% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
3,909
shares
|
$961,887
0.22% of portfolio
|
Q4 2025
Reduced 35.62%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,897
shares
|
$958,934
0.05% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,890
shares
|
$957,212
0.12% of portfolio
|
Q2 2023
Reduced 11.39%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
3,889
shares
|
$956,966
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
3,852
shares
|
$947,861
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
3,851
shares
|
$947,615
0.53% of portfolio
|
Q3 2025
Reduced 41.82%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,846
shares
|
$946,385
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,820
shares
|
$939,987
0.17% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
3,770
shares
|
$927,683
0.39% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
3,767
shares
|
$926,945
0.47% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
3,761
shares
|
$925,469
0.11% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,758
shares
|
$924,731
0.38% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,758
shares
|
$924,731
0.01% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
3,752
shares
|
$923,254
0.64% of portfolio
|
Q4 2025
Added 263.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,719
shares
|
$915,134
0.02% of portfolio
|
Q3 2025
Added 59.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$912,181
0.01% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
3,697
shares
|
$909,720
0.24% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,696
shares
|
$909,474
0.04% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,695
shares
|
$909,228
0.34% of portfolio
|
Q4 2022
Reduced 21.73%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
3,686
shares
|
$907,014
0.17% of portfolio
|
Q3 2025
Added 324.17%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
3,670
shares
|
$903,076
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
3,662
shares
|
$901,108
0.21% of portfolio
|
Q4 2025
Added 10.2%
|
|