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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,095
shares
|
$269,446
0.12% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,090
shares
|
$268,216
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,084
shares
|
$266,739
0.17% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
1,078
shares
|
$265,263
0.21% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
1,068
shares
|
$262,802
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,060
shares
|
$260,834
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
1,058
shares
|
$260,342
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,056
shares
|
$259,849
0.02% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,053
shares
|
$259,111
0.02% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,050
shares
|
$258,373
0.09% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
1,045
shares
|
$257,143
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
1,044
shares
|
$256,897
0.11% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
1,041
shares
|
$256,158
0.07% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,040
shares
|
$255,912
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
1,039
shares
|
$255,666
0.02% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
1,037
shares
|
$255,174
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
1,037
shares
|
$255,174
0.04% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
1,036
shares
|
$254,928
0.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,032
shares
|
$253,944
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
1,031
shares
|
$253,698
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
1,031
shares
|
$253,698
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
1,030
shares
|
$253,452
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,029
shares
|
$253,206
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Jan 07, 2026 Q4 2025 |
1,029
shares
|
$253,206
0.24% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,022
shares
|
$251,483
0.09% of portfolio
|
Q3 2025
Added 1.79%
|
|