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 Premier Bank
|
Oct 15, 2025 Q3 2025 |
834
shares
|
$205,222
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
832
shares
|
$204,730
0.02% of portfolio
|
Q4 2025
Reduced 5.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
831
shares
|
$204,484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
830
shares
|
$204,238
0.02% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
829
shares
|
$203,992
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
825
shares
|
$203,007
0.03% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
823
shares
|
$202,515
0.05% of portfolio
|
Q3 2025
Reduced 27.81%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
823
shares
|
$202,515
0.04% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
823
shares
|
$202,515
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
822
shares
|
$202,269
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
821
shares
|
$202,023
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
816
shares
|
$200,793
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
814
shares
|
$200,300
0.12% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
810
shares
|
$199,316
0.09% of portfolio
|
Q3 2025
Reduced 37.45%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
810
shares
|
$199,316
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
808
shares
|
$198,824
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
807
shares
|
$198,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
800
shares
|
$196,856
0.11% of portfolio
|
Q3 2025
Added 14.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
799
shares
|
$196,609
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
795
shares
|
$195,625
0.06% of portfolio
|
Q3 2025
Reduced 79.03%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
794
shares
|
$195,379
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
787
shares
|
$193,657
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
785
shares
|
$193,164
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
784
shares
|
$192,918
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
781
shares
|
$192,180
0.06% of portfolio
|
Q3 2025
New holding
|
|