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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
1,842
shares
|
$453,260
0.03% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
1,823
shares
|
$448,585
0.21% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,823
shares
|
$448,585
0.03% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,805
shares
|
$444,156
0.2% of portfolio
|
Q4 2023
Reduced 13.01%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,803
shares
|
$443,664
0.02% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
1,801
shares
|
$443,172
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
1,799
shares
|
$442,679
0.18% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
1,775
shares
|
$436,774
0.11% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,763
shares
|
$433,821
0.1% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
1,753
shares
|
$431,360
0.0% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
1,741
shares
|
$428,407
0.06% of portfolio
|
Q3 2025
Added 71.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,741
shares
|
$428,407
0.02% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,718
shares
|
$422,748
0.04% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
1,714
shares
|
$421,763
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
1,712
shares
|
$421,271
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
1,708
shares
|
$420,287
0.02% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,705
shares
|
$419,549
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,699
shares
|
$418,072
0.05% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
1,695
shares
|
$417,088
0.17% of portfolio
|
Q4 2025
Added 51.88%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,692
shares
|
$416,350
0.02% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
1,683
shares
|
$414,135
0.05% of portfolio
|
Q4 2025
Reduced 14.83%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,679
shares
|
$413,151
0.0% of portfolio
|
Q3 2025
Reduced 22.38%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,668
shares
|
$410,444
0.3% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,664
shares
|
$409,460
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,655
shares
|
$407,245
0.19% of portfolio
|
Q3 2025
Reduced 12.39%
|
|