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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
2,607
shares
|
$641,504
0.16% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
2,605
shares
|
$641,012
0.24% of portfolio
|
Q4 2025
Added 6.94%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,557
shares
|
$629,200
0.0% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,556
shares
|
$628,954
0.04% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
2,544
shares
|
$626,002
0.28% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,540
shares
|
$625,017
0.1% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
2,539
shares
|
$624,771
0.26% of portfolio
|
Q3 2025
Added 29.01%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
2,530
shares
|
$622,557
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,522
shares
|
$620,588
0.22% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
2,507
shares
|
$616,897
0.25% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
2,499
shares
|
$614,928
0.05% of portfolio
|
Q4 2025
Reduced 19.57%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,499
shares
|
$614,928
0.11% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
2,492
shares
|
$613,206
0.19% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,475
shares
|
$609,023
0.28% of portfolio
|
Q3 2025
Added 27.18%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,470
shares
|
$607,792
0.1% of portfolio
|
Q4 2022
Reduced 1.98%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
2,462
shares
|
$605,824
0.32% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
2,453
shares
|
$603,609
0.46% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,434
shares
|
$598,934
0.04% of portfolio
|
Q4 2025
Added 37.36%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,426
shares
|
$596,965
0.17% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,420
shares
|
$595,489
0.01% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
2,417
shares
|
$594,751
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,416
shares
|
$594,505
0.0% of portfolio
|
Q3 2025
Added 49.23%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,410
shares
|
$593,028
0.26% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,404
shares
|
$591,552
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
2,401
shares
|
$590,814
0.18% of portfolio
|
Q4 2025
Added 6.38%
|
|