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 |
|---|---|---|---|---|---|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
1,199
shares
|
$295,037
0.23% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
1,189
shares
|
$292,577
0.02% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,188
shares
|
$292,331
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,186
shares
|
$291,839
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
1,182
shares
|
$290,854
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,179
shares
|
$290,116
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
1,177
shares
|
$289,624
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,175
shares
|
$289,132
0.0% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
1,166
shares
|
$286,917
0.18% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,160
shares
|
$285,441
0.03% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
1,153
shares
|
$283,718
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,150
shares
|
$282,980
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,147
shares
|
$282,242
0.06% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,146
shares
|
$281,996
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
1,144
shares
|
$281,504
0.25% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
1,132
shares
|
$278,551
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,120
shares
|
$275,598
0.17% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
1,119
shares
|
$275,352
0.04% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
1,116
shares
|
$274,614
0.06% of portfolio
|
Q4 2025
Added 8.35%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
1,112
shares
|
$273,629
0.02% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
1,109
shares
|
$272,891
0.05% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,099
shares
|
$270,430
0.04% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
1,098
shares
|
$270,184
0.08% of portfolio
|
Q3 2025
Reduced 38.86%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,097
shares
|
$269,938
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
1,096
shares
|
$269,692
0.18% of portfolio
|
Q2 2025
Reduced 5.6%
|
|