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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
777
shares
|
$191,196
0.01% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
763
shares
|
$187,751
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
759
shares
|
$186,767
0.19% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
745
shares
|
$183,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
737
shares
|
$181,353
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
708
shares
|
$174,217
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
706
shares
|
$173,725
0.0% of portfolio
|
Q3 2025
Reduced 40.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
706
shares
|
$173,725
0.02% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
703
shares
|
$172,987
0.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
700
shares
|
$172,249
0.06% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
645
shares
|
$158,715
0.07% of portfolio
|
Q4 2024
Added 162.2%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
635
shares
|
$156,254
0.11% of portfolio
|
Q3 2025
Reduced 46.77%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
623
shares
|
$153,301
0.04% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
622
shares
|
$153,055
0.03% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
580
shares
|
$142,720
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
567
shares
|
$139,521
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
558
shares
|
$137,307
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
558
shares
|
$137,307
0.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
523
shares
|
$128,694
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
518
shares
|
$127,464
0.0% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
516
shares
|
$126,972
0.0% of portfolio
|
Q3 2025
Added 141.12%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
493
shares
|
$121,312
0.01% of portfolio
|
Q4 2025
Reduced 3.9%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
474
shares
|
$116,637
0.01% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
464
shares
|
$114,176
0.03% of portfolio
|
Q3 2025
Reduced 62.64%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
455
shares
|
$111,961
0.01% of portfolio
|
Q2 2025
New holding
|
|