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 1,109 institutions that hold shares in the stock, with a total of 65.7 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
170,840
shares
|
$42 Million
3.28% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
167,577
shares
|
$41.2 Million
2.04% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
162,138
shares
|
$39.9 Million
0.03% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
161,364
shares
|
$39.7 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
160,608
shares
|
$39.5 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
154,926
shares
|
$38.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
153,621
shares
|
$37.8 Million
0.13% of portfolio
|
Q3 2025
Added 67.51%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
152,590
shares
|
$37.5 Million
0.92% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
151,310
shares
|
$37.2 Million
0.36% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
140,862
shares
|
$34.7 Million
2.78% of portfolio
|
Q3 2025
Added 274.04%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
137,856
shares
|
$33.9 Million
13.56% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
136,725
shares
|
$33.6 Million
0.35% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
134,912
shares
|
$33.2 Million
0.49% of portfolio
|
Q3 2022
Added 66.63%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
134,659
shares
|
$33.1 Million
1.68% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
134,490
shares
|
$33.1 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
129,638
shares
|
$31.9 Million
0.25% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
128,632
shares
|
$31.7 Million
12.4% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
126,654
shares
|
$31.2 Million
13.51% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
126,135
shares
|
$31 Million
0.87% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
124,440
shares
|
$30.6 Million
0.04% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
123,890
shares
|
$30.5 Million
0.07% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
116,745
shares
|
$28.7 Million
7.17% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
112,073
shares
|
$27.6 Million
0.37% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
110,794
shares
|
$27.3 Million
0.1% of portfolio
|
Q3 2025
Added 22.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
108,546
shares
|
$26.7 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|