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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,018
shares
|
$250,499
0.03% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,015
shares
|
$249,761
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,012
shares
|
$249,022
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,011
shares
|
$248,776
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,006
shares
|
$247,546
0.04% of portfolio
|
Q3 2025
Reduced 31.24%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$246,070
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
995
shares
|
$244,839
0.05% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
992
shares
|
$244,101
0.11% of portfolio
|
Q4 2025
Added 12.73%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
983
shares
|
$241,886
0.06% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
979
shares
|
$240,902
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
978
shares
|
$240,656
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
967
shares
|
$237,949
0.0% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
964
shares
|
$237,211
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
963
shares
|
$236,965
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
960
shares
|
$236,227
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
953
shares
|
$234,504
0.0% of portfolio
|
Q3 2025
Reduced 99.67%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
952
shares
|
$234,258
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
947
shares
|
$233,028
0.0% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
940
shares
|
$231,305
0.14% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
937
shares
|
$230,567
0.14% of portfolio
|
Q3 2025
Reduced 86.15%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
927
shares
|
$228,106
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
926
shares
|
$227,860
0.03% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
923
shares
|
$227,122
0.01% of portfolio
|
Q3 2025
Reduced 46.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
921
shares
|
$226,630
0.04% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
917
shares
|
$225,646
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|