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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,345
shares
|
$330,964
0.0% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,333
shares
|
$328,011
0.0% of portfolio
|
Q3 2025
Added 37.0%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
1,327
shares
|
$326,534
0.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
1,320
shares
|
$324,812
0.12% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,319
shares
|
$324,566
0.1% of portfolio
|
Q4 2022
Reduced 91.81%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,316
shares
|
$323,828
0.04% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,314
shares
|
$323,335
0.12% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,302
shares
|
$320,383
0.09% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,302
shares
|
$320,383
0.01% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,302
shares
|
$320,383
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
1,293
shares
|
$318,168
0.13% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
1,290
shares
|
$317,430
0.13% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,272
shares
|
$313,001
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,268
shares
|
$312,016
0.01% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
1,268
shares
|
$312,016
0.18% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,255
shares
|
$308,817
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
1,251
shares
|
$307,833
0.37% of portfolio
|
Q3 2025
Reduced 84.15%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,241
shares
|
$305,372
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,222
shares
|
$300,697
0.08% of portfolio
|
Q3 2025
Added 25.98%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,213
shares
|
$298,482
0.11% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
1,212
shares
|
$298,236
0.21% of portfolio
|
Q4 2025
Reduced 6.91%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,208
shares
|
$297,252
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
1,206
shares
|
$296,760
0.03% of portfolio
|
Q4 2025
Reduced 31.52%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,204
shares
|
$296,268
0.02% of portfolio
|
Q1 2023
Reduced 15.21%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,202
shares
|
$295,776
0.04% of portfolio
|
Q3 2025
Added 2.82%
|
|