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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,654
shares
|
$406,999
0.0% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
1,653
shares
|
$406,753
0.14% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
1,653
shares
|
$406,753
0.06% of portfolio
|
Q4 2025
Reduced 43.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$405,769
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
1,643
shares
|
$404,293
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,630
shares
|
$401,094
0.0% of portfolio
|
Q4 2022
Reduced 35.19%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
1,610
shares
|
$396,172
0.02% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,607
shares
|
$395,434
0.06% of portfolio
|
Q3 2025
Added 130.56%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,600
shares
|
$393,712
0.03% of portfolio
|
Q2 2023
Reduced 11.11%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
1,600
shares
|
$393,712
0.06% of portfolio
|
Q2 2025
Reduced 44.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,597
shares
|
$392,973
0.07% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,597
shares
|
$392,973
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,590
shares
|
$391,251
0.09% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,588
shares
|
$390,759
0.0% of portfolio
|
Q3 2025
Reduced 20.52%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,579
shares
|
$388,544
0.05% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
1,579
shares
|
$388,544
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
1,558
shares
|
$383,377
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
1,555
shares
|
$382,638
0.21% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
1,553
shares
|
$382,146
0.11% of portfolio
|
Q3 2025
Reduced 37.73%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
1,547
shares
|
$380,670
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
1,545
shares
|
$380,178
0.05% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
1,540
shares
|
$378,947
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
1,533
shares
|
$377,225
0.16% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
1,531
shares
|
$376,733
0.01% of portfolio
|
Q4 2025
Reduced 17.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,523
shares
|
$374,764
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|