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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,510
shares
|
$371,565
0.01% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,510
shares
|
$371,565
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,502
shares
|
$369,597
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,490
shares
|
$366,644
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,488
shares
|
$366,152
0.11% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
1,480
shares
|
$364,183
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,472
shares
|
$362,215
0.21% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
1,466
shares
|
$360,738
0.04% of portfolio
|
Q3 2025
Added 22.78%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,459
shares
|
$359,016
0.02% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
1,457
shares
|
$358,523
0.14% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
1,450
shares
|
$356,801
0.17% of portfolio
|
Q3 2025
Reduced 66.75%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,444
shares
|
$355,325
0.07% of portfolio
|
Q3 2025
Reduced 50.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
1,438
shares
|
$353,848
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
1,438
shares
|
$353,848
0.15% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,436
shares
|
$353,356
0.05% of portfolio
|
Q3 2025
Reduced 13.65%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
1,412
shares
|
$347,450
0.21% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,394
shares
|
$343,021
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,386
shares
|
$341,053
0.01% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
1,375
shares
|
$338,346
0.05% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
1,375
shares
|
$338,346
0.14% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
1,370
shares
|
$337,115
0.05% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
1,366
shares
|
$336,131
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,366
shares
|
$336,131
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,346
shares
|
$331,210
0.02% of portfolio
|
Q3 2023
Reduced 4.2%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
1,346
shares
|
$331,210
0.0% of portfolio
|
Q3 2025
Added 22.92%
|
|