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 |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,286
shares
|
$808,586
0.55% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,276
shares
|
$806,125
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,268
shares
|
$804,156
0.06% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,266
shares
|
$803,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,247
shares
|
$798,989
0.39% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,231
shares
|
$795,052
0.32% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,205
shares
|
$788,654
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
3,180
shares
|
$782,502
0.2% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,155
shares
|
$776,350
0.0% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$774,628
0.17% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,147
shares
|
$774,382
0.06% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
3,138
shares
|
$772,167
0.23% of portfolio
|
Q3 2025
Added 75.21%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3,132
shares
|
$770,691
0.07% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
3,130
shares
|
$770,199
0.11% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
3,130
shares
|
$770,199
0.15% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
3,121
shares
|
$767,984
0.04% of portfolio
|
Q3 2025
Added 153.95%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,111
shares
|
$765,523
0.16% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
3,082
shares
|
$758,387
0.45% of portfolio
|
Q4 2025
Added 49.61%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
3,054
shares
|
$751,497
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,050
shares
|
$750,513
0.06% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
3,041
shares
|
$748,298
0.43% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
3,008
shares
|
$740,178
0.32% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,002
shares
|
$738,702
0.1% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,979
shares
|
$733,042
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
2,942
shares
|
$723,937
0.15% of portfolio
|
Q2 2025
Reduced 1.24%
|
|