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 |
|---|---|---|---|---|---|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
2,060
shares
|
$506,904
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,055
shares
|
$505,673
0.35% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
2,045
shares
|
$503,213
0.13% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,023
shares
|
$497,799
0.08% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
2,011
shares
|
$494,846
0.24% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
1,987
shares
|
$488,941
0.24% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
1,974
shares
|
$485,742
0.04% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,955
shares
|
$481,066
0.02% of portfolio
|
Q3 2023
Added 7.48%
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
1,951
shares
|
$480,082
0.17% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,950
shares
|
$479,836
0.02% of portfolio
|
Q3 2025
Added 53.3%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,941
shares
|
$477,621
0.0% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,938
shares
|
$476,883
0.05% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,935
shares
|
$476,145
0.05% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,928
shares
|
$474,422
0.0% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
1,922
shares
|
$472,946
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,922
shares
|
$472,946
0.24% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
1,920
shares
|
$472,454
0.32% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
1,913
shares
|
$470,731
0.47% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,912
shares
|
$470,485
0.03% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,899
shares
|
$467,286
0.38% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,890
shares
|
$465,072
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,860
shares
|
$457,690
0.0% of portfolio
|
Q3 2025
Added 32.67%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
1,852
shares
|
$455,721
0.03% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
1,845
shares
|
$453,999
0.06% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,842
shares
|
$453,260
0.14% of portfolio
|
Q1 2025
New holding
|
|