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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,645
shares
|
$896,925
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
3,644
shares
|
$896,679
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,642
shares
|
$896,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
3,600
shares
|
$885,852
0.0% of portfolio
|
Q3 2025
Added 60.71%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
3,588
shares
|
$882,899
0.92% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
3,552
shares
|
$874,040
0.12% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,537
shares
|
$870,349
0.07% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,512
shares
|
$864,197
0.0% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,511
shares
|
$863,951
0.27% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
3,504
shares
|
$862,229
0.07% of portfolio
|
Q4 2025
Reduced 56.93%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
3,491
shares
|
$859,030
0.78% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,468
shares
|
$853,370
0.16% of portfolio
|
Q3 2024
Added 68.27%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,456
shares
|
$850,417
0.0% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
3,451
shares
|
$849,187
0.3% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,430
shares
|
$844,020
0.14% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
3,410
shares
|
$839,098
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,404
shares
|
$837,622
0.02% of portfolio
|
Q3 2025
Reduced 76.66%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
3,374
shares
|
$830,240
0.63% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
3,342
shares
|
$822,365
0.36% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
3,342
shares
|
$822,365
0.23% of portfolio
|
Q4 2025
Added 9.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,337
shares
|
$821,135
0.04% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
3,336
shares
|
$820,889
0.05% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,335
shares
|
$820,643
0.01% of portfolio
|
Q3 2025
Reduced 15.08%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,328
shares
|
$818,920
0.4% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,327
shares
|
$818,674
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|