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 |
|---|---|---|---|---|---|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
2,400
shares
|
$590,568
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,392
shares
|
$588,599
0.02% of portfolio
|
Q3 2025
Reduced 51.16%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
2,386
shares
|
$587,123
0.25% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,379
shares
|
$585,400
0.35% of portfolio
|
Q4 2024
Added 53.19%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,343
shares
|
$576,542
0.04% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
2,300
shares
|
$565,961
0.04% of portfolio
|
Q3 2025
Reduced 51.06%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,224
shares
|
$547,259
0.02% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
2,215
shares
|
$545,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
2,211
shares
|
$544,060
0.44% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
2,205
shares
|
$542,584
0.02% of portfolio
|
Q4 2021
Added 0.27%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
2,201
shares
|
$541,600
0.23% of portfolio
|
Q4 2025
Added 48.02%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
2,200
shares
|
$541,354
0.07% of portfolio
|
Q3 2025
Added 59.88%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
2,196
shares
|
$540,369
0.12% of portfolio
|
Q3 2025
Added 105.23%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
2,167
shares
|
$533,233
0.32% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,160
shares
|
$531,511
0.1% of portfolio
|
Q3 2025
Added 106.3%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
2,142
shares
|
$527,081
0.0% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$525,605
0.26% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,132
shares
|
$524,621
0.07% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,122
shares
|
$522,160
0.0% of portfolio
|
Q2 2023
Reduced 10.05%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,114
shares
|
$520,191
0.01% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,101
shares
|
$516,993
0.02% of portfolio
|
Q3 2025
Added 123.04%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
2,099
shares
|
$516,500
0.09% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,089
shares
|
$514,040
0.02% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
2,067
shares
|
$508,626
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,061
shares
|
$507,150
0.09% of portfolio
|
Q3 2025
Reduced 20.79%
|
|